Account Service Forms

New York's 529 College Savings Program Advisor Plan (NY) Image Name and Description View Order by Mail 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 118k)  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 92k)  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 43k)  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 66k)  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 139k)  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 152k)  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 97k)  Not available to order online. {652A1222-1FA6-4D40-AFA4-4725CFC9DBE6}

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