Florida 529 Savings 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.
Print a Gift Certificate and Contribution Coupon
Change Investment Contribution and/or Balance Allocations
You may use the Allocation Change Form to change how any future contributions are invested. You may use the Allocation Transfer Form to change how currently invested contributions are invested in the Savings Plan. You may also elect to apply the same allocation percentages to future contributions with this form.
Change of Address for Account Owner, Survivor, and/or Beneficiary
Request a Rollover into Your Florida 529 Savings Plan
You may use this form to rollover another 529 college savings plan, a qualified U.S. Savings Bond, or a Coverdell Education Savings Account to the Florida 529 Savings Plan, or to transfer an UTMA/UGMA account to the Florida 529 Savings Plan.
Request a Refund from Your Florida 529 Savings 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.
Request a Change for Accounts Owned by a Trust
In order to process requests that relate to accounts owned by a Trust, the Florida Prepaid College Board must receive an Affidavit of Trust Representative and the appropriate Change Form.
Durable Power of Attorney - Affidavit of Agent
Opt-In to Joint Approval Requirements