advisor.my529.org

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

Find the form or document you need

• Download the Program Description
• Limited power of attorney
• Open an account
• Contribute to an account
• Perform account maintenance
• Request a withdrawal

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 or 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 . (Note: Not all transactions can be performed online.)
• Fax: Click , fill in the information, and print. Fax completed forms to 888.529.9197.
• Mail: Click , 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.

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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
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
Entity Limited Power of Attorney Removal	Remove an entity’s limited power of attorney authority for a my529 account(s) (Online functionality is available only to my529 account owners)	720
Entity Limited Power of Attorney Signature Card	Provide signatures that will be used to validate account transactions	730

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

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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
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
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
Wire Transfer Notification	Authorize a single, one-time wire transfer to a my529 account	225

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

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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

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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