Applications
Future Scholar Direct Account Application
Application used to establish a Future Scholar 529 College Savings Plan Account.
Service Forms
Complete this form to change Account Owner information.
Account Owner Change Form (Due to Death)
Complete this form to change Account Owner information when current Account Owner is deceased.
Use this form to change an address or legal name (due to marriage, divorce or other reason), or to add or update an email address for E-Delivery, a Successor Owner, or an Interested Party or Additional Mail Information.
Use this form to direct additional investments to your Future Scholar 529 College Savings Plan Account.
Automatic Contribution Plan/Electronic Bank Transfer Form
Complete this form to change or add banking information on file for contributions and/or redemptions, or to add, change, or terminate Automatic Contribution Plan contributions.
Certificate of Authorization, Control Person and Beneficial Owners Form
Form used by all non-individual entities. Must accompany an application to open a non-individual entity account.
Complete this form to contribute to a Future Scholar 529 College Savings Plan for a loved one.
Designated Beneficiary Change Form
Use this form to change your Designated Beneficiary.
Employee Payroll Deduction Form
Use this form to establish payroll contributions to your account(s) via direct deposit.
Incoming Transfer/Rollover Form
Complete this form if you are funding a Future Scholar 529 College Savings Plan Account with contributions from another Qualified Tuition Program account (529), 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.
Investment Change Request Form
Use this form to make changes to current or future investment allocations.
This form is a Request for Taxpayer Identification Number and Certification.
Use this form to request a rollover from your 529 account to a Roth IRA account.
Withdrawals and Outgoing Transfers/Rollovers Form
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.
Literature
Future Scholar Portfolio Construction
Working with a financial advisor?
Account owners enrolled in Future Scholar through a Financial Advisor should contact 888.244.5674 for information and forms related to the Future Scholar Advisor Plan.
