Bright Start 529 College Savings Plan forms
Looking for supplemental information, applications, planning tools and more? Below, you’ll find easy access to all our forms.
For Account Owners
Read our how-tosPopular forms
The Plan Description is a comprehensive document containing program specifics.
Go online to open a new Bright Start 529 account.
Use this form to initiate a direct rollover from another 529 college savings plan or an Educational Savings Account (ESA) to an existing Bright Start 529 College Savings Plan account.
If you are an existing Bright Start 529 account owner, log in to apply for the Illinois First Steps program.
Use this form if you are transferring to a different account owner or beneficiary.
Use this form to request a full or partial qualified withdrawal, nonqualified withdrawal or indirect rollover from your Bright Start 529 College Savings Plan account.
For Account Owners
Read our how-tosAll Forms
Account management
Go online to open a new Bright Start 529 account.
Use this form to open a new program account by a trust, estate, business entity, 501(c)(3), or state or local government agency.
Use this form to change your name, address, phone number, email address, successor owner, beneficiary information, interested party or trusted contact person.
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 if you are transferring to a different account owner or beneficiary.
Use this form to transfer account ownership due to death.
Use this form to designate or change a registered investment advisor (RIA) on your account.
Contributions
Use this form to contribute to an existing plan account.
Use this form to initiate a direct rollover from another 529 college savings plan or an Educational Savings Account (ESA) to an existing Bright Start 529 College Savings Plan account.
Add, change or delete your recurring contribution and bank information.
Request one of your twice-per-calendar-year investment option changes or change your future contribution allocations.
Establish or modify payroll direct deposit.
Withdrawals
Use this form to request a full or partial qualified withdrawal, nonqualified withdrawal or indirect rollover from your Bright Start 529 College Savings Plan account.
Use this form to initiate a direct rollover of assets from your Bright Start 529 College Savings Plan account to an existing Roth IRA account established for the benefit of the beneficiary listed.
Plan materials
The Plan Description is a comprehensive document containing program specifics.
If you are an existing Bright Start 529 account owner, log in to apply for the Illinois First Steps program.
Use this form to designate or change a registered investment advisor (RIA) on your account.
Brochures
529 QuickView brochure is a guide for financial professionals on how to get started with QuickView.
More to explore
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Give a gift
Contribute to a Bright Start 529 account or request a gift through our Ugift® platform.
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See how your savings add up
Use our calculator to get a quick estimate of how much you could save for education.
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