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	Description	Prepaid	529 Savings Plan
Collateral Brochures	College Savings Plan Guide	College Savings Plan Guide Quick Start Guide Educator Toolkit Educational Flier Educational Flier – Spanish Educational Flier – Haitian Creole	College Savings Plan Guide Quick Start Guide Educator Toolkit
Resources	Plan Contracts / Residency Requirements	Master Contract Proof of Florida Residency	Program Description and Participation Agreement Proof of Florida Residency
Gift Certificates	Gift Certificates make it easy for family and friends to contribute towards your child’s education.	Gift Certificate Form (Prepaid)	Gift Certificate Form (Savings)
Changes to Your Account
Change of Account Owner or Survivor	You may request changes due to the death of an Account Owner or Survivor.	Deceased Account Owner: Survivor Listed Beneficiary 18 or Older Beneficiary Under 18 Deceased Survivor (Joint Approval Only): Death of Survivor	Deceased Account Owner: Survivor Listed Beneficiary 18 or Older Beneficiary Under 18 Deceased Survivor (Joint Approval Only): Death of Survivor
Using Your Benefits
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
Other Refund Requests	Florida Prepaid Account Owners have 7 years to request an unclaimed refund. If your name is on this list, please log in to your account to view and claim your refund.	Unclaimed Refund List	Unclaimed Refund List