ScholarShare 529 forms

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

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

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.

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.

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.

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