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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 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

College Savings Plan Guide

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

B

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