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Investment Plan 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.

  • Investment Plan Application

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

  • 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 Form

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

  • Rollover Form

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

  • Refund Request Form

    You may use this form to request a refund that has been placed on hold.

  • Account Owner Change Form

    You may use this form to change the account owner.

  • Account Owner Change Form (Death) - Survivor Listed

    The survivor may use this form to change the account owner due to the death of the original account owner.

  • Account Owner Change Form (Death) - No Survivor Listed

    The personal representative may use this form to change the account owner due to the death of the original 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.

  • Add Survivor Form

    You may use this form to add a survivor to an account for which no survivor is currently listed.

  • Change of Survivor Form

    You may use this form to request a change of survivor.

  • Designation of Survivor & Joint Approval - Opt-In Form

    You may use this form to Opt-In Florida College Investment Plan accounts that were established prior to February 1, 2009, and that do not currently have a survivor designation.

  • Joint Approval - Opt-In Form

    You may use this form to Opt-In Florida College Investment Plan accounts that were established prior to February 1, 2009.

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