800-552-GRAD(4723)

Enroll Now
Dad with son writing

Investment Plan Forms

You can print most of the account service forms you will need from here. 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.

Materials For Opening an Account

Set Up Recurring (Automatic Withdrawal or Payroll Deduction) Contributions

You may use the Automatic (ACH) Withdrawal Form to authorize automatic contributions from your financial institution account. You may use the Payroll Deduction Form to authorize automatic payroll deductions from a participating employer.

Automatic (ACH) Withdrawal Form
 Payroll Deduction Form

Print a Gift Certificate and Contribution Coupon

Change Investment Contribution and/or Balance Allocations

You may use the Change Allocation of New Contributions Form to change how any future contributions are invested. You may use the Change Allocation of Balance in Plan Form to change how currently invested contributions are invested in the Investment Plan. You may also elect to apply the same allocation percentages to future contributions with this form.

Change Allocation of New Contributions Form
Change Allocation of Balance in Plan Form

Change of Address for Account Owner, Survivor, and/or Beneficiary

Request a Refund from Your Florida College Investment Plan

Change Account Owner, Survivor, and/or Beneficiary

Any request to change the account owner, survivor, and/or beneficiary designated on the account must be in writing, signed by the account owner and, for accounts established on or after February 1, 2009, the survivor, notarized, and received by the Board.

Please see instructions in the forms below for specific details.

Change Account Owner Form
Change Survivor Form
Change Beneficiary Form
No Survivor? Add Survivor Form 		Deceased Account Owner:
No Survivor Listed
Survivor Listed
Deceased Survivor (Joint Approval Only):
  Death of Survivor

Opt-In to Joint Approval Requirements


Get Your Enrollment Kit

With a Florida Prepaid College Plan, saving for your child’s future college education is within your reach. You can now view online, print or request an Enrollment Kit to consider your options to plan and save for your child’s future – today.

Download PDF
Request by Mail

Enroll Now

800-552-GRAD(4723)