Forms

You can print most of the account service forms you will need from here, or call Customer Service at 1-800-552-GRAD (4723) and we will mail you the form. The forms are PDF documents, so you will need Adobe's Acrobat Reader to open the forms. If you do not have Acrobat, click here for a quick, easy, free download.

Click here for the Prepaid Plan Forms

Click here for the Investment Plan Forms

  • Withdrawal Form

    You may use this form to request a withdrawal for qualified higher education expenses; a withdrawal for beneficiary (student) death, disability or scholarship; or for a non-qualified withdrawal.

  • Automatic Contribution Form

    You may use this form to authorize automatic contributions from your financial institution account.

  • Cancellation Rollover Form

    You may use this form to request a cancellation or a rollover from the Florida College Investment Plan.

  • Account Owner Change Form

    You may use this form to change the account owner.

  • Allocation Change Form

    You may use this form to change the allocation of new contributions.

  • Beneficiary Change Form

    You may use this form to change the beneficiary (student).

  • Change of Address Form

    You may use this form to change the address of the Account Owner, Survivor and/or Beneficiary. The Account Owner must sign in order for the change request to be valid.

  • Allocation Transfer Form

    You may use this form to transfer money already invested from one investment option to another. Federal law only allows transfers of money already invested once per calendar year or with a change of beneficiary (student).

  • Contribution Coupon

    You may use this coupon to contribute to your Investment Plan.

  • Investment Plan Application

    You may use this form to open a new Florida College Investment Plan.

Click here for the Foundation Forms

Click here for Applications and Enrollment Kits

  • Applications and Enrollment Kits

    You may use these forms to open a new Florida Prepaid College Plan, a new Florida College Investment Plan or both for the same beneficiary (student).




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