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ScholarShare 529 Plan Description
Compare College Savings Options
Account Management
Change of Investment
Request one of your twice per calendar year Investment Portfolio changes or to change your future contribution allocations.
Power of Attorney
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.
Profile Change Form
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.
Registered Investment Advisor Authorization
Use this form to designate or change a Registered Investment Advisor on your account.
Transfer Due to Death of Account Participant Form
Use this form to transfer account ownership due to death.
Transfer Form
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.
Account Opening
Account Application
Open a new Plan Account for an Individual or an UGMA/UTMA.
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.
Contributions
Additional Contribution
Use this form to contribute to an existing Plan Account.
Account Features
Add, change or delete your Recurring Contributions and Bank Information.
Incoming Rollover Form
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
California State Employee Only Payroll Direct Deposit Form
Use this form to establish or modify Payroll Deduction if you are a State of California Employee.
California State Senate and Assembly Only Payroll Direct Deposit Form
Use this form to establish or modify Payroll Deduction if you are a State Senate or Assembly Employee.
Standard Payroll Direct Deposit
Establish or modify Payroll Direct Deposit.
University of California Payroll Direct Deposit Form
Use this form to establish or modify Payroll Deduction if you are a University of California Employee.
Withdrawals
Withdrawal Request Form
Use this form to request a full or partial Qualified Withdrawal, Non-Qualified Withdrawal or Indirect Rollover from your Account.
Browse by Type
Applications
Account Application
Open a new Plan Account for an Individual or an UGMA/UTMA.
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.
Brochures
Disclosures
ScholarShare 529 Plan Description
Forms
Account Features
Add, change or delete your Recurring Contributions and Bank Information.
Additional Contribution
Use this form to contribute to an existing Plan Account.
California State Employee Only Payroll Direct Deposit Form
Use this form to establish or modify Payroll Deduction if you are a State of California Employee.
California State Senate and Assembly Only Payroll Direct Deposit Form
Use this form to establish or modify Payroll Deduction if you are a State Senate or Assembly Employee.
Change of Investment
Request one of your twice per calendar year Investment Portfolio changes or to change your future contribution allocations.
Incoming Rollover Form
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.
Power of Attorney
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.
Profile Change Form
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.
Registered Investment Advisor Authorization
Use this form to designate or change a Registered Investment Advisor on your account.
Standard Payroll Direct Deposit
Establish or modify Payroll Direct Deposit.
Transfer Due to Death of Account Participant Form
Use this form to transfer account ownership due to death.
Transfer Form
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.
University of California Payroll Direct Deposit Form
Use this form to establish or modify Payroll Deduction if you are a University of California Employee.
Withdrawal Request Form
Use this form to request a full or partial Qualified Withdrawal, Non-Qualified Withdrawal or Indirect Rollover from your ScholarShare 529 account.
Planning Tools
Compare College Savings Options
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