Florida 529 Savings Plan Forms

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.

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.

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.

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.

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.