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 |
|
|
| Resources | Plan Contracts / Residency Requirements | ||
| Gift Certificates | Gift Certificates make it easy for family and friends to contribute towards your child’s education. | ||
| 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:
Deceased Survivor (Joint Approval Only): |
Deceased Account Owner:
Deceased Survivor (Joint Approval Only): |
| 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. | 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. | ||
