Authorize others to manage accounts
To provide greater flexibility for CSA account agents, my529 allows you to assign authorized signers on behalf of your organization.
Use Form 900, CSA Entity Authorized Signer Card, to designate people in your organization to make changes to account information or transactions, such as withdrawal requests from entity-owned Scholarship Accounts. You may also revoke authorized signers by using Form 910, CSA Entity Authorized Signer Revocation.
Please contact my529 at 800-418-2551 or firstname.lastname@example.org to request a copy of this form.