Forms

Form

Description

Complete Online

Download

Enrollment Form

To establish a new Bright Start 529 Fund account.

Rollover Form

To initiate a rollover/transfer of assets from another 529-qualified tuition program or from a Coverdell Education Savings Account to your Bright Start account.

Account Owner Change Form

To change the account owner.

Automatic Investment Plan/Electronic Bank Transfer Form

To start, stop or change an automatic investment plan; make a one-time electronic bank transfer; add or change banking information on file.

Change of Designated Beneficiary Form

To change the designated beneficiary.

Deposit Coupons

To add funds to an existing account. Can be used by the account owner, family, or friends.

Employee Payroll Deduction Authorization Form

To begin, change, or stop a payroll deduction authorization.

Fund Transfer Form

Use this form to transfer funds between Bright Start 529 Fund accounts.

Investment Change Form

To change investment portfolios.

Successor Account Owner Change or Add Form

To add or change the successor account owner.

UGMA/UTMA Update Form

To change the current Custodian or to add a successor Custodian to a UGMA or UTMA Account.

Update Form

To change your address, phone number, or to update your name.

Withdrawal Form

To request a withdrawal from your account.