Account Service Forms

Future Scholar 529 College Savings Plan (SC) Image Name and Description View Order by Mail Account Update/Automatic Contributions Change Form (SC) This form is to be completed to change an address, to change a name due to marriage, divorce or for some other reason, or to add, change or terminate Automatic Contribution Plan contributions and/or contributions by telephone. View and print (PDF 65k)  Not available to order online. {14E3974E-EDE8-4BA9-B9E7-0FD4AD1E17D7} Additional Investment Form (SC) Use this form to direct additional investments to your Future Scholar 529 College Savings Plan Account. View and print (PDF 57k)  Not available to order online. {DD7FBAB7-DE87-4AC3-AB0B-89283CFA6FBB} Designated Beneficiary Change Form- Advisor Program (SC) This form is to be completed to change your Designated Beneficiary. View and print (PDF 71k)  Not available to order online. {C724263B-1A78-446C-A782-A2AB04BE1D28} Investment Change Request Form- Advisor Program(SC) Use this form to make changes to current or future investment allocations. View and print (PDF 62k)  Not available to order online. {F15A2656-22FF-4DB5-BDFC-DFDD9DC94657} Change of Successor Account Owner Form (SC) Use this form if you want to add, change, or revoke the designation of the individual you wish to own your Future Scholar 529 College Savings Plan account upon your death or disability. (Do not use this form to change the Designated Beneficiary of your Account.) View and print (PDF 64k)  Not available to order online. {7F60C5C6-6B2F-40DD-944A-2AA69729C617} Incoming Transfer/Rollover Form (SC) Complete this form if you are funding a Future Scholar 529 College Savings Plan Account with contributions from a Qualified Tuition Program account, a Coverdell education savings account, a qualified U.S. savings bond or a Uniform Gifts to Minors Act/Uniform Transfers to Minors Act (UGMA/UTMA) Custodial Account. View and print (PDF 421k)  Not available to order online. {19B61731-8D39-47A6-B84E-F376D3C9C3C2} Withdrawals and Outgoing Transfers/Rollovers Form (SC) This form is to be completed to direct any type of withdrawal from a Future Scholar 529 College Savings Plan Account, or to direct a transfer rollover from an Account. View and print (PDF 73k)  Not available to order online. {0E0B752D-6834-4B19-8F06-C886324CD279}

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