Forms for Stable Value Plus 529 College Savings Plan

Use this form to designate an individual other than the Beneficiary to assume all rights and responsibilities of an Account in the event of your death, legal incompetence, or if you cannot be located by CollegeInvest.

Use this form to designate an individual, financial advisor, corporation or other entity as your agent with limited authority to act on your account.

Use this form to establish a recurring automatic fund transfer (AFT) or to change banking information from your checking or savings account.

Use this form to change the Beneficiary of this account to another individual who is a member of the family of the Current Beneficiary.

Use this form to transfer all or part of your balance from one Stable Value Plus account to another Stable Value Plus account.

Use this form if your employer offers direct deposit through payroll and you want to have money automatically deducted from your paycheck and deposited into a Stable Value Plus account, or if you want to change your existing direct deposit instructions. (NOTE: If you do not currently have a Stable Value Plus account, you will need to open a new account before signing up for direct deposit through payroll.)

Use this form to roll over all or part of your account from another 529 qualified plan to the Stable Value Plus 529 College Savings Program.

Use this form to transfer ownership to another Account Owner.

Use this form to request a withdrawal from your Stable Value Plus account to pay for higher education expenses.