Account Service Forms

Columbia 529 Plan (NV) Image Name and Description View Order by Mail 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 326k)  Not available to order online. {B08A7186-DEA1-4C3A-952B-0CB98DF396AD} 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 249k)  Not available to order online. {C542FCD9-04A5-428E-B2D3-DB7CD633F6CC} 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 277k)  Not available to order online. {AF55C9E6-B248-4E89-8F9A-41BB8526F3F8}

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