Forms & Documents

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

Submit completed forms

  • 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.

Request certain my529 materials

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:

  • Name
  • Physical address
  • City, State
  • ZIP code

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
TitleFunction PDF 
Program DescriptionThis Program Description contains information you should know before participating in the my529 plan.  

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Open an Account
TitleFunctionFormPDFOnline
Individual Account AgreementOpen a new individual my529 account100
Institutional Account AgreementOpen a new institutional my529 account102 
UGMA/UTMA Account AgreementOpen a new UGMA/UTMA my529 account104 
Account Owner/Agent Signature CardProvide a signature for validating future my529 account transactions110 
Account Owner/Agent Signature Card with Signature GuaranteeProvide a signature guarantee for validating a my529 account owner/agent’s signature115 

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Contribute to an Account
TitleFunctionFormPDFOnline
Scheduled ContributionsSet up or change scheduled contributions to a my529 account from a bank account200
Payroll Direct DepositSet up or change payroll direct deposits to a my529 account205
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 ESA210 
Liquidated Funds Transfer: 529 Plan, Coverdell ESA, or Savings BondsTransfer liquidated funds into a my529 account from another 529 plan, a Coverdell ESA, or qualified U.S. Savings Bond215 
Wire Transfer NotificationAuthorize a single, one-time wire transfer to a my529 account225 
Gift NoticesSend a holiday or birthday gift notice to a beneficiary   

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Perform Account Maintenance
TitleFunctionFormPDFOnline
Internal TransferTransfer funds between existing my529 accounts400
Investment Option ChangeChange the investment option on a my529 account405
Account Information ChangeChange/correct the account owners information, address(es) and/or telephone number(s) for a my529 account500
Account Owner/Agent ChangeChange the account owner/agent listed on a my529 account505 
Beneficiary Change/CorrectionChange the beneficiary listed on a my529 account or correct the current beneficiary’s information510 
Primary/Secondary Successor Owner Designation, Change, or RemovalEstablish, change, or remove the successor account owner(s) on a my529 account515

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Make a Withdrawal
TitleFunctionFormPDFOnline
Withdrawal RequestWithdraw money from a my529 account300
Roth IRA Rollover RequestRoll over funds from a my529 account to a Roth IRA account310 

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Limited Power of Attorney
TitleFunctionFormPDFOnline
Entity Limited Power of Attorney RegistrationRegister your firm with my529700
Entity Limited Power of Attorney AuthorizationGrant 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 RevocationRevoke an entity’s limited power of attorney authority for a my529 account(s)720
Entity Limited Power of Attorney Signature CardProvide signatures that will be used to validate account transactions730
Advisor-Initiated Electronic Withdrawals to Bank AccountAuthorize a financial advisor to make electronic withdrawals from amy529 account into the bank account. Also used to cancel authorization.760
Individual Limited Power of Attorney RegistrationRegister an individual that may be granted limited power of attorney authority800
Individual Limited Power of Attorney AuthorizationGrant an individual limited power of attorney authority for a my529 account(s)810
Individual Limited Power of Attorney RevocationRevoke an individual’s limited power of attorney authority for a my529 account(s)820

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Children’s Savings Accounts
TitleFunctionFormPDFOnline
CSA Entity Authorized Signer CardDesignate individual(s) at your organization to be able to sign my529 forms on behalf of the entity administering a CSA program900
CSA Entity Authorized Signer RevocationRevoke 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 ChangeChange the entity account agent for a CSA entity’s master account and any scholarship accounts.940
CSA Account Designation FormAllow a CSA entity to have read-only access to certain information about your individual account.980 

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