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

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
One-Time or Recurring Electronic Contributions Authorization/ChangeSet up or change one-time or recurring contributions to a my529 account from a bank account200
Payroll ContributionSet up or change payroll contributions 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

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