Skip navigation and go directly to content

Columbia Funds - Investor Site 
 

Account Service Forms

Columbia 529 Plan (NV)

Image
Name and Description
View
Order by Mail
Account Services Form (NV) Account Services Form (NV)
Form used to change the contact information of the Account Owner or Designated Beneficiary, add/update/remove/replace a successor Account Owner or change the way statements and other material are mailed to the Account Owner.
View and print (PDF 82k) 
Not available to order online.
Broker/Dealer Change Request Form (NV) Broker/Dealer Change Request Form (NV)
Form used to authorize the change of financial advisor firm listed on your Columbia 529 Plan account.
View and print (PDF 30k) 
Not available to order online.
Rollover Request Form (NV) Rollover Request Form (NV)
Form used to roll over assets from another  state’s college savings program or a Coverdell Education Savings Account.
View and print (PDF 58k) 
Not available to order online.
Privacy      Security     Website Rules and Regulations      Corporate Entities and Disclosures     Read Prospectus     Site Map     Glossary

© 2010 Columbia Management Investment Advisers, LLC. All rights reserved.

On April 30, 2010, Ameriprise Financial, Inc., the parent company of RiverSource Investments, LLC, acquired the long-term asset management business of Columbia Management Group, LLC, including certain of its affiliates, which were, prior to this acquisition, part of Bank of America. In connection with the acquisition of the long-term assets, certain clients of Columbia Management Advisors, LLC (including the Columbia Funds) have a new investment adviser, RiverSource Investments, LLC, which is now known as Columbia Management Investment Advisers, LLC. On the same date, Ameriprise Financial also acquired Columbia Wanger Asset Management, LLC (CWAM). CWAM will continue as the investment adviser for Columbia Acorn and Wanger Funds and no changes are anticipated in the existing investment management team. For those clients that use the services of a subadviser, those arrangements are continuing unless notified otherwise. RiverSource Fund Distributors, Inc., now known as Columbia Management Investment Distributors, Inc., member FINRA, will act as the principal distributor of the Columbia, Wanger, Columbia Acorn, RiverSource, Seligman and Threadneedle branded funds. RiverSource Service Corporation, now known as Columbia Management Investment Services Corp., is the transfer agent for the Funds.

NOT FDIC INSURED.No Bank Guarantee.May Lose Value