529 college savings forms and literature
Forms and Literature for Investors using Advisors

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 Advisor account through an advisor.

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Learning Quest Advisor Handbook

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

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Make a Contribution/Withdrawal Perform
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Additional Contribution Form

Make an additional contribution to an 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 Advisor account.

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Payroll Deduction Form

Automatically deduct money from your paycheck and deposit it into a Learning Quest Advisor account (if your employer offers payroll deduction), or change your existing deduction.

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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 Advisor account.

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Beneficiary Change Form

Change the beneficiary on an existing Learning Quest Advisor 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 Advisor account or transfer the assets to a new Account Owner.

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Broker Dealer Change Request Form

Use this form to authorize a change of the Financial Advisory firm listed on your Learning Quest Advisor account.

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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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