Future Scholar 529 College Savings Plan Service Forms

  • Account Owner Change Form - Advisor Program

    This form is used to change Account Owner information.

    View and print
  • Account Services Form - Advisor Program

    This form is to be completed to change an address, to change a name due to marriage, divorce or for some other reason, to add or change your e-mail address for electronic delivery, or to add or change or terminate a Successor Account Owner or Interested Party on your account.

    View and print
  • Additional Investment Form (SC)

    Use this form to direct additional investments to your Future Scholar 529 College Savings Plan Account.

    View and print
  • Automatic Contribution Plan/ Electronic Bank Transfer Form-Advisor Program

    This form is used to change or add banking information on file for contributions and/or redemptions, or to add, change, or terminate Automatic Contribution Plan contributions.

    View and print
  • Broker Dealer Change Request Form- Advisor Program

    This form is used to change the dealer firm and/or financial advisor on your account.

    View and print
  • Designated Beneficiary Change Form- Advisor Program (SC)

    This form is to be completed to change your Designated Beneficiary.

    View and print
  • Incoming Transfer/Rollover Form (SC)

    Complete this form if you are funding a Future Scholar 529 College Savings Plan Account with contributions from a Qualified Tuition Program account, a Coverdell education savings account, a qualified U.S. savings bond or a Uniform Gifts to Minors Act/Uniform Transfers to Minors Act (UGMA/UTMA) Custodial Account.

    View and print
  • Investment Change Request Form- Advisor Program (SC)

    Use this form to make changes to current or future investment allocations.

    View and print
  • Withdrawals and Outgoing Transfers/Rollovers Form (SC)

    This form is to be completed to direct any type of withdrawal from a Future Scholar 529 College Savings Plan Account, or to direct a transfer rollover from an Account.

    View and print

 

CONTACT US

Have questions?
 
For assistance, please contact us at
1 (888) 244-5674, Monday through Friday,
8:00 a.m. to 8:00 p.m. ET.