Florida Prepaid College 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 Purchasing a Prepaid Plan
Set Up Recurring (Automatic Withdrawal or Payroll Deduction) Payments
You may use the Automatic (ACH) Withdrawal Form to have your payments automatically withdrawn from a financial institution account. You may use the Payroll Deduction Form to authorize automatic payroll deductions from a participating employer.
Print a Gift Certificate and Payment Coupon
Change of Address for Account Owner, Survivor, and/or Beneficiary
Request a Refund from Your Florida Prepaid College Plan
Change Account Owner, Survivor, and/or Beneficiary
Any request to change the account owner, survivor, and/or beneficiary designated
on the contract must be in writing, signed by the account owner and, for Florida
Prepaid College Plans contracts purchased 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 Legal Name Change for the Account Owner, Survivor, and/or Beneficiary
You may use this form to change the name only of an account owner, survivor, or beneficiary.
Legal Name Change Form
Request a Change for Plans Owned by a Trust
In order to process requests that relate to plans 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
Use Florida Prepaid College Plan Benefits at a Private Florida or an Out-of-State University or College
The Prepaid Plan may be used at any eligible educational institution as defined in Section 529 of the Internal Revenue Code. You may use the Transfer Form to request using your Florida Prepaid College Plan at an out-of-state college or private college in Florida.
Request a Scholarship Refund for a Florida Prepaid College Plan
If the beneficiary(student) receives a scholarship, he or she can still use the Florida Prepaid College Plan and, in most cases, use the scholarship to cover other college expenses. It depends upon the type of the scholarship the student receives. The scholarship refund will be based on the value of the beneficiary’s prepaid plan. Scholarship refunds are paid by semester and must be requested, in writing, each semester.
Request an Unavailable Dormitory Refund from the Florida Prepaid College Plan
If the beneficiary (student) is unable to use the dormitory plan due to insufficient housing space, the account owner may provide proof from the university housing authority of dormitory unavailability on a semester by semester basis and receive a refund.
Request an Account Owner Reimbursement from the Florida Prepaid College Plan
An account owner reimbursement requires the account owner’s signature, proof of payment for covered expenses, and a class schedule reflecting the number of credit hours taken..