529 college savings forms and literature
Forms and Literature for Individual Investors

Select the appropriate form below by clicking on the name. The form will be displayed in PDF format suitable for printing. You must have Adobe® Reader software (available free at www.adobe.com) to download or print the forms. If you are experiencing problems with downloading a PDF, we suggest using a different browser or saving the PDF to your personal computer and using Adobe. Please note that some of these transactions can be done online, as indicated.

Open an Account Perform
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Account Application

Use this form to open an individual or business Learning Quest account directly with American Century Investments or through a Registered Investment Advisor.

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Enrollment Kit

Receive everything by mail that you'll need to open an account directly with Learning Quest.

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Learning Quest Handbook

Use this Handbook to learn about the features and benefits of a Learning Quest account.

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Make a Contribution/Withdrawal Perform
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Additional Contribution Form

Make an additional contribution to your existing account.

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Incoming Rollover Form

Request a direct rollover from another qualified 529 plan or Education Savings Account to a Learning Quest account.

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Payroll Deduction Form

Automatically deduct money from your paycheck and deposit it into a Learning Quest account (if your employer offers payroll deduction), or change your existing deduction. If you're opening a new account, you can enroll online and select payroll deduction as your contribution method.

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Withdrawal Request Form

Initiate a withdrawal from your existing account.

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Manage your account Perform
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Account Features Form

Use this form to add, change, or delete important account features and services, including initiating or changing a recurring contribution or a Systematic Withdrawal/Exchange.

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Account Maintenance Form

Update account information (change the name, address, phone number) for the Account Owner or Beneficiary, or designate or replace the Successor Account Owner/Responsible Individual.

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Investment Option Change/Future Allocation Form

Change investment options or change future allocations to your existing Learning Quest account.

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Beneficiary Change Form

Change the beneficiary on an existing Learning Quest account or transfer a portion of the account assets to a new beneficiary's account.

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Account Owner Change Form

Add a joint account owner on an existing Learning Quest account or transfer the assets to a new Account Owner.

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Registered Investment Advisor Authorization Form

Use this form to designate or change a Registered Investment Advisor (RIA) on your Learning Quest account.

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Limited Durable Power of Attorney Form

Complete this form to designate an individual to act as your Attorney-in-fact ("Agent") with limited authority on your Learning Quest Account(s).

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Tax forms Perform
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Form 709
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Instructions for Form 709
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Form 1099-Q
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Form W-9
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