Forms, Documents, Downloads, Requests
my529 forms and documents can be accessed online, downloaded as PDFs, or both.
Find the form or document you need
- Download the Program Description
- Open an account
- Contribute to an account
- Perform account maintenance
- Make a withdrawal
- Financial advisor forms
- Gift notices
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, Board of Regents Building, Gateway 2,
60 South 400 West, Salt Lake City, UT 84101-1284 - By fax to 800.214.2956
Request certain my529 materials
- Request an Enrollment Kit, Account Agreement form, or rollover form
- Email info@my529.org
- Call toll-free at 800.418.2551
my529 forms may be viewed and downloaded using Adobe Reader®. Click or
in the following table to see or download a form. Then complete the form and submit it to my529 in one of these ways:
- Online: Click
. (Note: Not all transactions can be performed online.)
- Fax: Click
, fill in the information, and print. Fax completed forms to 800.214.2956.
- Mail: Click
, fill in the information, and print. my529 recommends printing the form twice, one to sign and send to my529 and one to keep for your records. Mail completed forms to:
Mailing Address
my529
PO Box 145100
Salt Lake City, UT 84114-5100
Hand Deliver or Overnight Address
my529
Board of Regents Building
Gateway 2
60 South 400 West
Salt Lake City, UT 84101-1284
Download the Program Description | ||||
---|---|---|---|---|
Title | Function | |||
Program Description | This Program Description contains information you should know before participating in the my529 plan. | ![]() |
Contribute to an Account | ||||
---|---|---|---|---|
Title | Function | Form | Online | |
One-Time or Recurring Electronic Contributions Authorization/Change | Set up or change one-time or recurring contributions to a my529 account from a bank account | 200 | ![]() |
![]() |
Payroll Contribution | Set up or change payroll contributions 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 |
Make a Withdrawal | ||||
---|---|---|---|---|
Title | Function | Form | Online | |
Withdrawal Request | Withdraw money from a my529 account | 300 | ![]() |
![]() |
If you have any questions about the forms, please contact our Service Team toll-free at 800.418.2551
or email info@my529.org.