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NEST 529 Plan Forms
List of Forms Forms Description Complete Online Download Enrollment Form To establish a new NEST Advisor 529 account Download PDF Incoming Rollover Form To initiate a rollover/transfer of another 529 plan or Coverdell ESA to NEST Download PDF Account Owner Change Form Use to change the account owner Download PDF Account Update Form To change the address, contact information, or name of the account owner or the beneficiary Download PDF Automatic Investment Plan / Electronic Bank Transfer Form Add or update bank information; start, stop, or change an automatic investment plan; set-up a one-time electronic bank transfer Complete Online Download PDF Beneficiary Change Form To change the designated beneficiary Download PDF Deposit Coupons To add funds to an existing account. Can be used by the account owner, family, or friends Download PDF Fund Transfer Form To transfer funds between NEST 529 accounts Download PDF Investment Change Form To change Investment Options Complete Online Download PDF Organization Resolution Form Used to identify the officers, trustees, or other individuals who are authorized to conduct transactions on NEST accounts on behalf of an organization Download PDF Payroll Direct Deposit To begin, change, or stop a payroll direct deposit Download PDF Limited Power of Attorney Designate an agent with limited powers to act on your NEST account Download PDF Power of Attorney Designate an agent with authority to act on your account, including the power to request withdrawals Download PDF Trusted Contact Person Designation Form Designate a person who the Plan can contact if we lose contact with you or think your Plan assets are at risk to address possible financial exploitation Download PDF Successor Account Owner Add or Change Form To add or change the successor account owner Complete Online 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 NEST Advisor College Savings Plan Account to a Roth IRA. Download PDF Looking for something specific?
