- Learn
- Invest
Bright Start Plan Forms
Enrollment Kit Forms Description Complete Online Download Color Booklet A high-level overview of the Plan. Color Booklet not available Download PDF Program Disclosure Statement An in-depth document outlining all risks, disclosures, and Plan information. Program Disclosure Statement not available Download PDF Enrollment Form To establish a new Bright Start 529 Fund account. Complete Online Download PDF Incoming Rollover Form To initiate a rollover/transfer of assets from another 529-qualified tuition program or from a Coverdell Education Savings Account to your Bright Start account. Incoming Rollover Form not available Download PDF All Forms Forms Description Complete Online Download Enrollment Form To establish a new Bright Start 529 Fund account. Complete Online Download PDF Incoming Rollover Form To initiate a rollover/transfer of assets from another 529-qualified tuition program or from a Coverdell Education Savings Account to your Bright Start account. Incoming Rollover Form not available Download PDF Account Owner Change Form To change the account owner. Account Owner Change Form not available Download PDF Account Update Form To change the address, contact information, or name of the account owner or the beneficiary Account Update Form not available Download PDF Automatic Investment Plan / Electronic Bank Transfer Form To start, stop or change an automatic investment plan; make a one-time electronic bank transfer; add or change banking information on file. Complete Online Download PDF Change of Designated Beneficiary Form To change the designated beneficiary. Change of Designated Beneficiary Form not available Download PDF Deposit Coupons To add funds to an existing account. Can be used by the account owner, family, or friends. Deposit Coupons not available Download PDF Fund Transfer Form Use this form to transfer funds between Bright Start 529 Fund accounts. Fund Transfer Form not available Download PDF Investment Change Form To change investment portfolios. Complete Online Download PDF Payroll Deduction Authorization Form To begin, change, or stop a payroll deduction authorization. Payroll Deduction Authorization Form not available Download PDF Program Disclosure Statement An in-depth document outlining all risks, disclosures, and Plan information. Program Disclosure Statement not available Download PDF Successor Account Owner Add or Change Form To add or change the successor account owner. Complete Online Download PDF UGMA/UTMA Update Form To change the current Custodian or to add a successor Custodian to a UGMA or UTMA Account. UGMA/UTMA Update Form not available 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 Bright Start College Savings Plan Account to a Roth IRA. Roth IRA Rollover Form not available Download PDF Looking for something specific?
Ready to open your account?
Enroll Today
