Future Scholar - Welcome

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Account Service Forms - Advisor Program



	Account Update/Automatic Contributions Change Form (SC) This form is to be completed to change an address, to change a name due to marriage, divorce or for some other reason, or to add, change or terminate Automatic Contribution Plan contributions and/or contributions by telephone.	View and print (PDF 100k)	Not available to order online. {663D168A-7D8A-4A4A-BA05-5FC8E32DF48B}



	Additional Investment Form (SC) Use this form to direct additional investments to your Future Scholar 529 College Savings Plan Account.	View and print (PDF 175k)	Not available to order online. {6A874878-2714-4DA7-99AE-78627A21A09C}



	Designated Beneficiary Change Form- Advisor Program (SC) This form is to be completed to change your Designated Beneficiary.	View and print (PDF 66k)	Not available to order online. {8221BD06-275C-45AF-9E81-5AE129FF4DE2}



	Investment Change Request Form- Advisor Program(SC) Use this form to make changes to current or future investment allocations.	View and print (PDF 95k)	Not available to order online. {52E2E13C-ADA3-4082-971A-551FBDA7A29E}



	Change of Successor Account Owner Form (SC) Use this form if you want to add, change, or revoke the designation of the individual you wish to own your Future Scholar 529 College Savings Plan account upon your death or disability. (Do not use this form to change the Designated Beneficiary of your Account.)	View and print (PDF 67k)	Not available to order online. {4F0993BF-5446-4C65-AD72-3516C4FCF4BB}



	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 (PDF 165k)	Not available to order online. {61A0B6FB-91C3-463A-8381-7CA3219BF110}



	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 (PDF 125k)	Not available to order online. {E0BD6F97-3BD5-416D-AC02-992585759511}

Corporate Entities and Important Disclosures • Privacy • Website Rules and Regulations • Site Map

On April 30, 2010, Ameriprise Financial, Inc., the parent company of RiverSource Investments, LLC, acquired the long-term asset management business of Columbia Management Group, LLC, including certain of its affiliates, which were, prior to this acquisition, part of Bank of America. In connection with the acquisition of the long-term assets, certain clients of Columbia Management Advisors, LLC (including the Columbia Funds) have a new investment adviser, RiverSource Investments, LLC, which is now known as Columbia Management Investment Advisers, LLC. On the same date, Ameriprise Financial also acquired Columbia Wanger Asset Management, LLC (CWAM). CWAM will continue as the investment adviser for Columbia Acorn and Wanger Funds and no changes are anticipated in the existing investment management team. For those clients that use the services of a subadviser, those arrangements are continuing unless notified otherwise. RiverSource Fund Distributors, Inc., now known as Columbia Management Investment Distributors, Inc., member FINRA, will act as the principal distributor of the Columbia, Wanger, Columbia Acorn, RiverSource, Seligman and Threadneedle branded funds. RiverSource Service Corporation, now known as Columbia Management Investment Services Corp., is the transfer agent for the Funds.

Investments made in Future Scholar are: NOT FDIC INSURED. No Bank Guarantee.May Lose Value.

Account Service Forms - Advisor Program

Account Service Forms - Advisor Program