This kit includes enrollment material such as an Overview Brochure, Portfolio Construction, Program Description, and an Application.
Application used to establish a Future Scholar 529 College Savings Plan Account. (Must be preceded or accompanied by the Future Scholar 529 College Savings Plan Direct Program Description.
Complete this form to change Account Owner information.
Use this form 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.
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.
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.
Use this form 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.
This form is a 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.
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.