my529 forms and documents can be accessed online, downloaded as PDF files, or both.

Find the form or document you need

Submit your clients’ completed forms

  • Online at my529.org (Note: Not all transactions can be performed online)
  • By mail to: my529, PO Box 145100, Salt Lake City, UT 84114-5100
  • Hand-delivery or by overnight delivery to: my529, Board of Regents Building, Gateway 2, 60 South 400 West,  Salt Lake City, UT 84101-1284
  • By fax to 888.529.9197
  • By email to info@my529.org

Request certain my529 materials

  • Request an Enrollment Kit, Account Agreement form, or rollover form.
  • Email info@my529.org.
  • Call toll-free at 888.529.1886.

my529 forms may be viewed and downloaded using Adobe Reader®. Click Download a PDF Icon or Perform online icon in the following table to see or download a form. Then complete the form and submit it to my529 in one of these ways:

  • Online: Click Perform online icon. (Note: Not all transactions can be performed online.)
  • Fax: Click Download a PDF icon, fill in the information, and print. Fax completed forms to 888.529.9197.
  • Mail: Click Download a PDF icon, fill in the information, and print. my529 recommends printing the form twice, one to sign and send to my529 and one to keep for your records.

 

Download the Program Description
Title Function PDF
Program Description This Program Description contains information you should know before participating in my529. Download a PDF

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Limited Power of Attorney
Title Function Form PDF Online
Entity Limited Power of Attorney Registration Register an entity that may be granted limited power of attorney authority 700 Download a PDF
Entity Limited Power of Attorney Authorization Grant an entity limited power of attorney authority for a my529 account(s) (Requires a PIN from a financial advisor) 710 Download a PDF Perform online
Entity Limited Power of Attorney Revocation Revoke an entity’s limited power of attorney authority for a my529 account(s) (Online functionality is available only to my529 account owners) 720 Download a PDF Perform online
Entity Limited Power of Attorney Signature Card Provide signatures that will be used to validate account transactions 730 Download a PDF

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Open an Account
Title Function Form PDF Online
Individual Account Agreement Open a new individual my529 account 100 Download a PDF Perform online
Institutional Account Agreement Open a new institutional my529 account 102 Download a PDF
UGMA/UTMA Account Agreement Open a new UGMA/UTMA my529 account 104 Download a PDF
Account Owner/Agent Signature Card Provide a signature for validating future my529 account transactions 110 Download a PDF
Account Owner/Agent Signature Card with Signature Guarantee Provide a signature guarantee for validating a my529 account owner/agent’s signature 115 Download a PDF

 

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Contribute to an Account
Title Function Form PDF Online
One-Time or Recurring Electronic Contributions Authorization/Change Set up or change one-time or recurring contributions to a my529 account from a bank account 200 Download a PDF Perform online
Incoming Direct Rollover:
529 Plan or Coverdell ESA
Roll over liquidated funds into a my529 account from another 529 plan or transfer funds from a Coverdell ESA 210 Download a PDF
Liquidated Funds Transfer: 529 Plan, Coverdell ESA, or Savings Bonds Transfer liquidated funds into a my529 account from another 529 plan, a Coverdell ESA, or qualified U.S. Savings Bond 215 Download a PDF
Wire Transfer Notification Authorize a single, one-time wire transfer to a my529 account 225 Download a PDF

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Perform Account Maintenance
Title Function Form PDF Online
Internal Transfer Transfer funds between existing my529 accounts 400 Download a PDF Perform online
Investment Option Change Change the investment option on a my529 account 405 Download a PDF Perform online

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Request a Withdrawal
Title Function Form PDF Online
Withdrawal Request Withdraw money from a my529 account (Online functionality is available only to my529 account owners) 300 Download a PDF Perform online

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The my529 Professional Services Team stands ready to help you.

Phone: 888.529.1886 | Fax: 888.529.9197 | advisorinfo@my529.org