Forms and Literature

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.

 
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With Advisor
Account Application
Use the Learning Quest Application to open an account directly through American Century Investments. Use the Learning Quest Advisor Application to establish an account through a Broker/Dealer.
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Online
Form
Download   Download
Enrollment Kit
Receive everything by mail that you'll need to open an account directly with Learning Quest. If you are working with a financial professional, please contact your advisor for enrollment materials.
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Online
Form
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Handbook
Use this Handbook to learn about the features and benefits of a Learning Quest or Learning Quest Advisor account.
 
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Additional Contribution Form
Make an additional contribution to your existing account.
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With Advisor
Online
Form
Download Online
Form
Download
Incoming Rollover Form
Request a direct rollover from another qualified 529 plan or Education Savings Account to a Learning Quest or Learning Quest Advisor account.
 
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With Advisor
Online
Form
Download Online
Form
Download
Payroll Deduction Form
Automatically deduct money from your paycheck and deposit it into your account (if your employer offers payroll deduction), or change your existing deduction. If you're opening a new account, you can select payroll deduction as your contribution method.
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With Advisor
Online
Form
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Form
Download
Withdrawal Request Form
Initiate a 529 withdrawal from your existing account.
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With Advisor
Online
Form
Download Online
Form
Download
 
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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 529 withdrawal/exchange.
 
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With Advisor
Online
Form
Download Online
Form
Download
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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With Advisor
Online
Form
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Form
Download
Investment Option Change/Future Allocation Form
Change 529 investment options or change future allocations to your existing account.
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With Advisor
Online
Form
Download Online
Form
Download
Beneficiary Change Form
Change the beneficiary on an existing account or transfer a portion of the account assets to a new beneficiary's account.
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With Advisor
  Download   Download
Account Owner Change Form
Add a joint account owner on an existing account or transfer the assets to a new account owner.
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With Advisor
  Download   Download
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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With Advisor
  Download    
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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With Advisor
  Download    
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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With Advisor
      Download
 
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Form 709
 
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With Advisor
  Download   Download
Instructions for Form 709
 
 
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  Download   Download
Form 1099-Q
 
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  Download   Download
Form W-9
 
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With Advisor
  Download   Download