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Forms

Most of the forms you’ll need to use or change your Prepaid Plan or Florida 529 Savings Plan are available below. If you have any questions regarding these forms please feel free to call us at 1.800.552.GRAD (4723).

Forms

General

Prepaid

529 Savings Plan

Collateral Brochures

College Savings Plan Guide

Spanish Language Brochure

College Savings Plan Guide

Quick Start Guide

Spanish Brochure

College Savings Plan Guide

Quick Start Guide

Spanish Brochure

Resources

Plan Contracts

Master Contract

Proof of Florida Residency

Program Description and Participation Agreement

Gift Certificates

Gift Certificates make it easy for family and friends to contribute towards your child's education.

Gift Certificate Form

Contributions Coupon Form

Payments and Contributions

Recurring (ACH)

You may use the Automatic (ACH) Withdrawal Form to have your payments/contributions automatically withdrawn from your financial institution.

Automatic (ACH) Withdrawal Form

Automatic (ACH) Contributions Form

One-Time

Make a one-time contribution or payment to your account.

N/A

Contribution Coupon

Payroll Deduction

You may use the Payroll Deduction Form to authorize automatic payroll deductions from a participating employer. Employer Welcome Letter

Prepaid Plan Payroll Deduction Payment Instructions

Prepaid Plan Payroll Deduction Authorization Form

Prepaid Plan State of Florida Employee Payroll Deduction Authorization Form

529 Savings Plan State of Florida Employee Payroll Deduction Authorization Form

Change Your Contributions and/or Balance Allocations

You may use this form to change the allocation of new contributions or to transfer money already invested from one investment option to another.

N/A

Allocation Change/Transfer Form

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.

N/A

Rollover Contribution Form

Changes to Your Account

Change of Address

Request a change of address for Account Owner, Survivor and/or Beneficiary

Change of Address Form

Change of Address Form

Request a Legal Name Change for the Account Owner

You may use this form to change the name only of an Account Owner, Survivor, or Beneficiary.

Legal Name Change Form

Legal Name Change Form

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. The request must be signed by the Account Owner and notarized. For contracts purchased on or after February 1, 2009, the request must be signed by the Survivor, and notarized. Please see instructions in the forms for specific details.

Change Account Owner Form

Change of Survivor Form

Change of Beneficiary Form

No Survivor? Add Survivor Form

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 Account Owner:

No Survivor Listed

Survivor Listed

Deceased Survivor (Joint Approval Only):

Death of Survivor

Deceased Account Owner (Right of Survivorship Only):

Beneficiary 18 or Older

Beneficiary Under 18

Deceased Survivor (Joint Approval Only):

Death of Survivor

Deceased Account Owner (Right of Survivorship Only):

Beneficiary 18 or Older

Beneficiary Under 18

Legal & Opt-In

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

Durable Power of Attorney – Affidavit of Agent

Opt-In to Joint Approval Requirements

For contracts established prior to February 1, 2009, the Account Owner and Survivor may elect to subject any future requests for changes of Account Owner, Survivor or Beneficiary, requests for voluntary termination and requests for refunds associated with the involuntary termination to require the approval of both the Account Owner and the Survivor.

Joint Approval Opt-In Form

Designation of Survivor & Joint Approval Opt-In Form

Joint Approval Opt-In Form

Designation of Survivor & Joint Approval Opt-In Form

Opt-In to Beneficiary Right of Survivorship

You may use the form below to opt into the right of survivorship for the beneficiary. The form must be signed by you and, for accounts purchased on or after February 1, 2009, the current survivor (if any), and both signatures must be notarized. Once the form is received, the beneficiary will receive a right of survivorship in the event of the account owner's death if no survivor is designated on the account or if a designated survivor predeceases the account owner.

Beneficiary Right of Survivorship – Opt-In Form

Beneficiary Right of Survivorship – Opt-In Form

Using Your Benefits

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.

Transfer Form

N/A

Make a Withdrawal

You may use the Withdrawal Form to request a full or partial withdrawal of funds from a Florida 529 Savings Plan.

N/A

Withdrawal Form

Summer Dormitory Consent

The Dormitory Plan is intended to cover the fall and spring terms but, with signed authorization from the Account Owner, the plan may be used in a summer semester. Using a Dormitory Plan during a summer semester may represent a material reduction in benefits received because, generally, the cost of housing during a summer session is less than the fall and spring.

Summer Dormitory Consent Form

N/A

Expiring Benefits

Customers have up to 10 years from the projected college enrollment year of the student to use their Prepaid Plan. Florida Prepaid College Plan Account Owners listed in the Expiring Benefits lists have an account that is scheduled to expire.

Expiring Benefits List

Expiring Benefits Request Form

N/A

Request a Refund

Request a Scholarship Refund

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.

Scholarship Refund Form

N/A

Request an Unavailable Dormitory Refund

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.

Unavailable Dormitory Refund Form

N/A

Account Owner Reimbursement

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.

Account Owner Reimbursement Form

N/A

Other Refund Requests

You may use Other Refund Request forms to release a refund currently on hold, request an unclaimed refund, or prevent prepaid plan benefits from expiring. Please see instructions in the forms for specific details.

Refund Release Request Form

Unclaimed Refund List

Unclaimed Refunds Request Form

Refund Release Request Form

Cancel an Account

Any request to cancel a contract the contract must be in writing. The request must be signed by the Account Owner and notarized. For contracts purchased on or after February 1, 2009, the request must be signed by the Survivor, and notarized. Please see instructions in the forms for specific details.

Death or Disability of Beneficiary Cancellation Form

Cancellation Form

Rollover Form

Rocket Fuel