Forms
Most of the forms you’ll need to use or change your Prepaid Plan or Florida 529 Savings Plan are available online or linked 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 | College Savings Plan Guide
Educator Toolkit |
College Savings Plan Guide |
| Resources | Plan Contracts | Master Contract | 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| Recurring (ACH) | You may use the Automatic (ACH) Withdrawal Form to have your payments/contributions automatically withdrawn from your financial institution. | Log In
Select the Payments and Contributions tab. |
Log In
Select the Payments and Contributions tab. |
| 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. | Authorization Form | State of FL 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 | Log In
Select the Plan and then either Change Future Allocations or Transfer Current Allocations. |
| 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 | Log In
Select the Your Plans tab and then the Update button. |
Log In
Select the Your Plans tab and then the Update button. |
| 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
No Survivor? Log In to add one Select the Plan and then +Add Survivor. |
Change Account Owner Form
No Survivor? Log In to add one Select the Plan and then +Add Survivor. |
| Deceased Account Owner: | Deceased Account Owner: | ||
| Deceased Survivor (Joint Approval Only):
Deceased Account Owner (Right of Survivorship Only): |
Deceased Survivor (Joint Approval Only):
Deceased Account Owner (Right of Survivorship Only): |
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| 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 | 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. | Log In
Select the Plan Details tab and then See Usage. |
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 | Log In
Select the Plan and then Request a Withdrawal. |
| 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 | 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. | Unclaimed Refund List
Select the Forms/Documents link on the Your Plans page. |
Unclaimed Refund List
Select the Forms/Documents link on the Your Plans page. |
| 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 | Rollover Form |
