Bright Start Plan Forms
Forms | Description | Complete Online | Download |
---|---|---|---|
Color Booklet | A high-level overview of the Plan. | Color Booklet not available | Download PDF |
Program Disclosure Statement | An in-depth document outlining all risks, disclosures, and Plan information. | Program Disclosure Statement not available | Download PDF |
Enrollment Form | To establish a new Bright Start 529 Fund account. | Complete Online | Download PDF |
Incoming Rollover Form | To initiate a rollover/transfer of assets from another 529-qualified tuition program or from a Coverdell Education Savings Account to your Bright Start account. | Incoming Rollover Form not available | Download PDF |
Forms | Description | Complete Online | Download |
---|---|---|---|
Enrollment Form | To establish a new Bright Start 529 Fund account. | Complete Online | Download PDF |
Incoming Rollover Form | To initiate a rollover/transfer of assets from another 529-qualified tuition program or from a Coverdell Education Savings Account to your Bright Start account. | Incoming Rollover Form not available | Download PDF |
Account Owner Change Form | To change the account owner. | Account Owner Change Form not available | Download PDF |
Account Update Form | To change the address, contact information, or name of the account owner or the beneficiary | Account Update Form not available | Download PDF |
Automatic Investment Plan / Electronic Bank Transfer Form | To start, stop or change an automatic investment plan; make a one-time electronic bank transfer; add or change banking information on file. | Complete Online | Download PDF |
Change of Designated Beneficiary Form | To change the designated beneficiary. | Change of Designated Beneficiary Form not available | Download PDF |
Deposit Coupons | To add funds to an existing account. Can be used by the account owner, family, or friends. | Deposit Coupons not available | Download PDF |
Fund Transfer Form | Use this form to transfer funds between Bright Start 529 Fund accounts. | Fund Transfer Form not available | Download PDF |
Investment Change Form | To change investment portfolios. | Complete Online | Download PDF |
Payroll Deduction Authorization Form | To begin, change, or stop a payroll deduction authorization. | Payroll Deduction Authorization Form not available | Download PDF |
Program Disclosure Statement | An in-depth document outlining all risks, disclosures, and Plan information. | Program Disclosure Statement not available | Download PDF |
Successor Account Owner Add or Change Form | To add or change the successor account owner. | Complete Online | Download PDF |
UGMA/UTMA Update Form | To change the current Custodian or to add a successor Custodian to a UGMA or UTMA Account. | UGMA/UTMA Update Form not available | Download PDF |
Withdrawal Request Form | To request a withdrawal from your account. | Complete Online | Download PDF |
Roth IRA Rollover Form | To roll funds from your Bright Start College Savings Plan Account to a Roth IRA. | Roth IRA Rollover Form not available | Download PDF |