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Forms and Resources

There’s a lot to learn about saving for college and The Education Plan®. We understand that the process of getting started and in particular, selecting investment options, can be overwhelming and confusing. We're eager to help make it as easy as possible.

We’ve gathered all the important information and necessary forms here for you to access online. Just click the link of the document you’d like to view or download.

Need something else or have questions? We’re just a call away. 1-877-337-5268.



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Plan Description

This document contains all the information you should know before participating in The Education Plan.

Entity Enrollment Form

Use this form to enroll if you are a business entity, if you are a scholarship, nonprofit or government entity, or if you are opening a trust account.

Enrollment Kit

A detailed guide that walks you through the enrollment process.

Agent Certification Form

Use this form to be added as an agent to an account with The Education Plan.

Registered Investment Authorization Form

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

Transfer Form

Use this form to transfer an account to a different account owner or beneficiary.

Organization Resolution Form

Use this form to authorize people to conduct transactions on behalf of an organization.

Agent Authorization/Power of Attorney Form

Use this form to designate an individual, corporation or other entity as your Agent.

Profile Change Form

Use this form to change your name, address, phone number and other personal information.

Account Features Form

Use this form to add, change or delete recurring contributions or bank account information.

Change of Investment Form

Use this form to change your investment options.

Payroll Direct Deposit Form

Use this form to establish or modify your payroll deduction through your employer.

Incoming Rollover Form

Use this form to change the trustee on your account or to rollover/transfer funds into your account.

Withdrawal Request Form

Use this form to withdrawal funds from your account.