This form is used to change Account Owner information.
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.
Use this form to direct additional investments to your Future Scholar 529 College Savings Plan Account.
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.
This form is to be completed to change your Designated Beneficiary.
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.
Use this form to make changes to current or future investment allocations.
Request for Taxpayer Identification Number and Certification.
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.
© 2017 South Carolina Office of State Treasurer
Please consider the investment objectives, risks, charges and expenses carefully before investing. Contact your financial advisor or visit futurescholar.com for a Program Description, which contains this and other important information about the Future Scholar 529 College Savings Plan. Read it carefully before investing. You should also consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s qualified tuition program. The Office of State Treasurer of South Carolina (the State Treasurer) administers the Program and has selected Columbia Management Investment Advisers, LLC and Columbia Management Investment Distributors, Inc. (Columbia Management) as Program Manager. Columbia Management and its affiliates are responsible for providing certain administrative, recordkeeping and investment services, and for the marketing of the Program. Columbia Management is not affiliated with the State Treasurer.
Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.