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New York's 529 College Savings Program Advisor Plan (NY)



	Account Services Form (NY) 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 96k)	Not available to order online. {71A549A7-C914-444B-B605-537DC25AE174}



	Automatic Investment Plan/Electronic Bank Transfer Form (NY) This form should be completed if you would like to add the Automatic Investment Plan (AIP), make a future Electronic Bank Transfer (EBT) or update existing bank account information.	View and print (PDF 63k)	Not available to order online. {B2DB6042-C330-4FB9-9B83-B7373C88B8D0}



	Broker/Dealer Change Request Form (NY) Form used to authorize the change of financial advisor firm listed on your New York’s 529 College Savings Program Advisor Plan account.	View and print (PDF 282k)	Not available to order online. {C431D656-B0AF-4DDF-AE3B-6ECD88868922}



	Change of Designated Beneficiary Form (NY) Form used to change the Designated Beneficiary on your New York’s 529 College Savings Program Advisor Plan account.	View and print (PDF 51k)	Not available to order online. {8EDF64D8-79B7-4357-BED4-2CD2B86B1BC6}



	Direct Rollover Form (NY) Form used to request a direct rollover to the Plan from another state’s college savings program, reallocation from another New York 529 plan or direct transfer from a Coverdell Education Savings Account (Coverdell ESA).	View and print (PDF 217k)	Not available to order online. {F2F4DE2C-D895-407B-BD75-505B58FFEA79}



	Reallocation/Allocation Form (NY) Form used to change your investment option allocations as part of your once-per-year reallocation or to change your investment option allocations as part of a change of Designated Beneficiary.	View and print (PDF 81k)	Not available to order online. {53AEF829-D00C-4509-B05B-4F10DE6C59F9}



	Withdrawal Request Form (NY) Form used to request a withdrawal from your New York’s 529 College Savings Program Advisor Plan account to the Designated Beneficiary.	View and print (PDF 101k)	Not available to order online. {652A1222-1FA6-4D40-AFA4-4725CFC9DBE6}

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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

Account Service Forms

New York's 529 College Savings Program Advisor Plan (NY)