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529 Plan Service Forms

  • Account Owner Change Form- Direct Program
    Account Owner Change Form- Direct Program

    This form is used to change Account Owner information.

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  • Account Services Form- Direct Program
    Account Services Form- Direct Program

    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.

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  • Additional Investment Form (SC)
    Additional Investment Form (SC)

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

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  • Automatic Contribution Plan/ Electronic Bank Transfer Form-Direct Program
    Automatic Contribution Plan/ Electronic Bank Transfer Form-Direct 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.

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  • Designated Beneficiary Change Form- Direct Program(SC)
    Designated Beneficiary Change Form- Direct Program(SC)

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

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  • Incoming Transfer/Rollover Form (SC)
    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.

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  • Investment Change Request Form- Direct Program (SC)
    Investment Change Request Form- Direct Program (SC)

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

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  • IRS Form W-9
    IRS Form W-9

    Request for Taxpayer Identification Number and Certification.

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  • Withdrawals and Outgoing Transfers/Rollovers Form (SC)
    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.

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