Forms & Documents

my529 forms and documents can be accessed online or downloaded as PDFs.

Online at my529.org (Note: Not all transactions can be performed online).
By mail to my529, PO Box 145100, Salt Lake City, UT 84114-5100.
Hand-delivery or by overnight delivery to:
my529
Utah Board of Higher Education Building, Gateway 2
60 South 400 West
Salt Lake City, UT 84101-1284
By fax to 800.214.2956.
You can download PDFs of the forms you need by clicking on the PDF icon on the page below.

Reach out to us using the email below or by phone if you would like us to mail you:

The my529 Enrollment Kit. (Enrollment Kit contains a Program Description, one Account Agreement and other plan information.)
Additional copies of the Program Description.
Additional copies of the Account Agreement forms.
Copies of the Rollover forms.

Let us know how many copies you need.

If you send us an email, please include:

Keep in mind, you can also download these materials from this webpage.

For additional information or further questions, you may contact us as follows:

Download the Program Description
Title	Function		PDF
Program Description	This Program Description contains information you should know before participating in the my529 plan.

Open an Account
Title	Function	Form	PDF	Online
Individual Account Agreement	Open a new individual my529 account	100
Institutional Account Agreement	Open a new institutional my529 account	102
UGMA/UTMA Account Agreement	Open a new UGMA/UTMA my529 account	104
Account Owner/Agent Signature Card	Provide a signature for validating future my529 account transactions	110
Account Owner/Agent Signature Card with Signature Guarantee	Provide a signature guarantee for validating a my529 account owner/agent’s signature	115

Contribute to an Account
Title	Function	Form	PDF	Online
Scheduled Contributions	Set up or change scheduled contributions to a my529 account from a bank account	200
Payroll Direct Deposit	Set up or change payroll direct deposits to a my529 account	205
Incoming Direct Rollover: 529 Plan or Coverdell ESA	Roll over liquidated funds into a my529 account from another 529 plan or transfer funds from a Coverdell ESA	210
Liquidated Funds Transfer: 529 Plan, Coverdell ESA, or Savings Bonds	Transfer liquidated funds into a my529 account from another 529 plan, a Coverdell ESA, or qualified U.S. Savings Bond	215
Wire Transfer Notification	Authorize a single, one-time wire transfer to a my529 account	225
Gift Notices	Send a holiday or birthday gift notice to a beneficiary

Perform Account Maintenance
Title	Function	Form	PDF	Online
Internal Transfer	Transfer funds between existing my529 accounts	400
Investment Option Change	Change the investment option on a my529 account	405
Account Information Change	Change/correct the account owners information, address(es) and/or telephone number(s) for a my529 account	500
Account Owner/Agent Change	Change the account owner/agent listed on a my529 account	505
Beneficiary Change/Correction	Change the beneficiary listed on a my529 account or correct the current beneficiary’s information	510
Primary/Secondary Successor Owner Designation, Change, or Removal	Establish, change, or remove the successor account owner(s) on a my529 account	515

Make a Withdrawal
Title	Function	Form	PDF	Online
Withdrawal Request	Withdraw money from a my529 account	300
Roth IRA Rollover Request	Roll over funds from a my529 account to a Roth IRA account	310

Limited Power of Attorney
Title	Function	Form	PDF	Online
Entity Limited Power of Attorney Registration	Register your firm with my529	700
Entity Limited Power of Attorney Authorization	Grant an entity limited power of attorney authority for a my529 account(s) (Requires a PIN from a financial advisor)	710
Entity Limited Power of Attorney Revocation	Revoke an entity’s limited power of attorney authority for a my529 account(s)	720
Entity Limited Power of Attorney Signature Card	Provide signatures that will be used to validate account transactions	730
Advisor-Initiated Electronic Withdrawals to Bank Account	Authorize a financial advisor to make electronic withdrawals from a my529 account into the bank account. Also used to cancel authorization.	760
Individual Limited Power of Attorney Registration	Register an individual that may be granted limited power of attorney authority	800
Individual Limited Power of Attorney Authorization	Grant an individual limited power of attorney authority for a my529 account(s)	810
Individual Limited Power of Attorney Revocation	Revoke an individual’s limited power of attorney authority for a my529 account(s)	820

Children’s Savings Accounts
Title	Function	Form	PDF	Online
CSA Entity Authorized Signer Card	Designate individual(s) at your organization to be able to sign my529 forms on behalf of the entity administering a CSA program	900
CSA Entity Authorized Signer Revocation	Revoke the authorization of individual(s) to be able to sign my529 forms on behalf of the entity administering a CSA program.	910
CSA Entity Account Agent Change	Change the entity account agent for a CSA entity’s master account and any scholarship accounts.	940
CSA Account Designation Form	Allow a CSA entity to have read-only access to certain information about your individual account.	980

If you have any questions about the forms, please contact our Service Team toll-free at 800.418.2551
or email info@my529.org.