Forms

College Savings Plan Guide

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

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

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

Request a change of address for 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.

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.

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.

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.

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.

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.

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.