Browse by Topic
Access Plan Materials
ScholarShare Disclosure Booklet
Compare College Savings Options
Enrollment Book
ScholarShare Brochure
Account Management
Account Information Change Form
Use this form to add or modify Plan Account Information. View sample
Authorization to Receive or View Account Information Form
Use this form to authorize someone to be your Agent/Interested Person, or to add a financial advisor to your account. View sample
Change of Plan Participant/Beneficiary Form
Use this form to change the Plan Participant/Beneficiary (for Individual and Entity Accounts only). View sample
Durable Power of Attorney and Indemnification
Agreement for Power of Attorney Registration.
Transfer Among Investment Portfolios Form
Rebalance or transfer funds among investment portfolios* View sample
*Before doing a transfer or rollover from another 529 plan account, be sure to consider the differences in features and costs, and any potential tax consequences.
Transfer on Death Form
Use this form to transfer ownership after the death of the Account Owner.
Trustee Authorization for Online Account Access
Use this form to request online account access for a trust account (for Trust Accounts only). View sample
Account Opening
Account Application for an Individual Account
Use this form to open a new Plan Account by an Individual. View sample application
Account Application for a Custodian Account
Use this form to open a new Plan Account under UGMA/UTMA. View sample application
Account Application for an Entity Account
Use this form to open a new Plan Account by a Trust, Estate, Business Entity 501(c)(3), or State or Local Government Agency. View sample application
Contributions
Additional Contribution by Mail
Use this form to contribute to an existing Plan Account. View sample
Electronic Banking Information Form
Use this form to add, change or delete your Automatic Contribution Plan (ACP) or Electronic Purchase Option. View sample
Rollover Form for New or Existing Accounts
Use this form to roll over or transfer funds from another account into the Plan. View sample
Gifting
Gift Certificate — Any Occasion
Gift Certificate — Baby Shower
Gift Certificate — Birthday
Gift Certificate — Christening
Gift Certificate — Easter
Gift Certificate — Graduation
Gift Certificate — Happy Holidays
Gift Certificate — New Baby
Payroll Deductions
Standard Payroll Direct Deposit Allocation Form
Use this form to establish or modify Payroll Deduction through your Employer. View sample
Payroll Deduction Form for California State Employees (non-State Senate & Assembly / non-UC) Only
Payroll Deduction Form for Employees of the California Senate & Assembly Only
Payroll Deduction Form for Employees of the University of California Only
Employer Guide to Payroll Deduction (State Senate and Assembly)
Everything you need to know about helping state Senate and Assembly employees contribute to ScholarShare through payroll deduction.
Employer Guide to Payroll Deduction (University of California)
Everything you need to know about helping University of California employees contribute to ScholarShare through payroll deduction.
Employer Guide to Payroll Deduction (CA state employees)
Everything you need to know about helping CA state employees contribute to ScholarShare through payroll deduction.
Employer Guide to Payroll Deduction (Non-state employees)
Everything you need to know about helping non-CA state employees contribute to ScholarShare through payroll deduction.
Withdrawals
Withdrawal Request Form
Use this form to withdraw funds from the Plan. View sample
Browse by Type
Applications
Account Application for an Individual Account
Use this form to open a new Plan Account by an Individual. View sample application
Account Application for a Custodian Account
Use this form to open a new Plan Account under UGMA/UTMA. View sample application
Account Application for an Entity Account
Use this form to open a new Plan Account by a Trust, Estate, Business Entity 501(c)(3), or State or Local Government Agency. View sample application
Brochures
Enrollment Book
ScholarShare Brochure
Disclosures
ScholarShare Disclosure Booklet
Forms
Account Information Change Form
Use this form to add or modify Plan Account Information. View sample
Additional Contribution by Mail
Use this form to contribute to an existing Plan Account. View sample
Authorization to Receive or View Account Information Form
Use this form to authorize someone to be your Agent/Interested Person, or to add a financial advisor to your account. View sample
Change of Plan Participant/Beneficiary Form
Use this form to change the Plan Participant/Beneficiary (for Individual and Entity Accounts only). View sample
Durable Power of Attorney and Indemnification
Agreement for Power of Attorney Registration.
Electronic Banking Information Form
Use this form to add, change or delete your Automatic Contribution Plan (ACP) or Electronic Purchase Option. View sample
Payroll Deduction Form for California State Employees (non-State Senate & Assembly / non-UC) Only
Payroll Deduction Form for Employees of the California Senate & Assembly Only
Payroll Deduction Form for Employees of the University of California Only
Standard Payroll Direct Deposit Allocation Form
Use this form to establish or modify Payroll Deduction through your Employer. View sample
Rollover Form for New or Existing Accounts
Use this form to roll over or transfer funds from another account into the Plan. View sample
Transfer Among Investment Portfolios Form
Rebalance or transfer funds among investment portfolios* View sample
*Before doing a transfer or rollover from another 529 plan account, be sure to consider the differences in features and costs, and any potential tax consequences.
Transfer on Death Form
Use this form to transfer ownership after the death of the Account Owner.
Trustee Authorization for Online Account Access
Use this form to request online account access for a trust account (for Trust Accounts only). View sample
Withdrawal Request Form
Use this form to withdraw funds from the Plan. View sample
Gift Certificates
Gift Certificate — Any Occasion
Gift Certificate — Baby Shower
Gift Certificate — Birthday
Gift Certificate — Christening
Gift Certificate — Easter
Gift Certificate — Graduation
Gift Certificate — Happy Holidays
Gift Certificate — New Baby
Planning Tools
Compare College Savings Options
Employer Guide to Payroll Deduction (CA state employees)
Everything you need to know about helping CA state employees contribute to ScholarShare through payroll deduction.
Employer Guide to Payroll Deduction (Non-state employees)
Everything you need to know about helping non-CA state employees contribute to ScholarShare through payroll deduction.
Employer Guide to Payroll Deduction (State Senate and Assembly)
Everything you need to know about helping state Senate and Assembly employees contribute to ScholarShare through payroll deduction.
Employer Guide to Payroll Deduction (University of California)
Everything you need to know about helping University of California employees contribute to ScholarShare through payroll deduction.
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