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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.

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 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.

Allocation Change Form
Allocation Transfer 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.

Rollover Contribution Form

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.

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

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.

Affidavit of Trust Representative

Durable Power of Attorney - Affidavit of Agent

In order to accept a Durable Power of Attorney, the Florida Prepaid College Board must receive the attached Affidavit of Agent Form.

Durable Power of Attorney - Affidavit of Agent

Opt-In to Joint Approval Requirements


Get Your Enrollment Kit

Open Enrollment for the Florida Prepaid College Plan 2012-2013 season has ended. While we are not accepting Prepaid applications at this time, you may be eligible to enroll in a Florida 529 Savings Plan. You can now view online or print an Enrollment Kit with your Savings Plan options.

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800-552-GRAD(4723)