ScholarShare 529 forms

Looking for supplemental information, applications, planning tools and more? Below, you’ll find easy access to all our forms.

Popular forms

Find out why ScholarShare 529 is the California way to save for college.

Use this form if you are transferring to a different Participant Owner or Beneficiary, including transfers of UGMA/UTMA accounts when the Beneficiary reaches Age of Majority.

Use this form to request a full or partial qualified withdrawal, non-qualified withdrawal, or indirect rollover from your account.

Add, change or delete your recurring contribution and bank information.

Use this form to initiate a direct rollover from another 529 college savings plan (529 plan) or an Education Savings Account ("ESA") to an existing account in ScholarShare 529.

All Forms

Access plan materials

The Plan Description is a compressive document containing plan specifics.

Find out why ScholarShare 529 is the California way to save for college.

Account management

Request one of your twice per calendar year Investment Portfolio changes or to change your future contribution allocations.

Use this form if you are designating an individual, financial advisor or other person as your agent who will have complete authority to act on your account.

Use this form to change your name, address, phone number, email address, successor participant owner, beneficiary information, interested party information or trusted contact person information.

Use this form to designate or change a Registered Investment Advisor on your account.

Use this form to transfer account ownership due to death.

Use this form if you are transferring to a different Participant Owner or Beneficiary, including transfers of UGMA/UTMA accounts when the Beneficiary reaches Age of Majority.

Open a new Plan Account for an Individual or an UGMA/UTMA.

Use this form to open a new plan account by a trust, estate, business entity, 501(c)(3), or state or local government agency.

Contributions

Use this form to contribute to an existing plan account.

Add, change or delete your recurring contribution and bank information.

Use this form to initiate a direct rollover from another 529 college savings plan (529 plan) or an Education Savings Account ("ESA") to an existing account in ScholarShare 529.

Payroll direct deposit form

Use this form to establish or modify Payroll Deduction if you are a State of California Employee.

Use this form to establish or modify Payroll Deduction if you are a State Senate or Assembly Employee.

Establish or modify payroll direct deposit.

Use this form to establish or modify Payroll Deduction if you are a University of California Employee.

Withdrawals

Use this form to request a full or partial qualified withdrawal, non-qualified withdrawal, or indirect rollover from your account.

Already an account owner?

Head to our How-to page for account management information and tutorials.

ScholarShare 529 How-Tos

More to explore

  • Give a gift

    Contribute to a ScholarShare 529 or request a gift through our Ugift® platform.

    Start gifting
  • See how your savings add up

    Use our calculator to get a quick estimate of how much you can save for education.

    Estimate your savings
  • Explore our plan

    Learn more about eligibility and all the qualifying expenses a ScholarShare 529 can cover.

    How our 529 works