Forms and Documents
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.
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.
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.
Employer Payroll Deduction Enrollment Procedures
An overview of how employers can establish payroll deductions with The Education Plan.
Withdrawal Request Form
Use this form to withdraw funds from your account.
Rollover to Roth Request Form
Use this to view the Rollover to Roth form.
The Education Plan Employers Brochure
An overview of how The Education Plan partners with employers to make saving for college easier for employees.
The Education Plan Brochure
An introduction to The Education Plan and what it offers.
Folleto de El Plan de Educacion
Conoce un poco mas de El Plan de Educacion y que puede ofrecerte.
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.
Plan Description
The official plan description.
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.
Transfer Form
Use this form to transfer an account to a different account owner or beneficiary.
Agent Certification Form
Use this form to be added as an agent to an account with The Education Plan.
Agent Authorization/Power of Attorney Form
Use this form to designate an individual, corporation or other entity as your Agent.
Organization Resolution Form
Use this form to authorize people to conduct transactions on behalf of an organization.
The Education Plan Employers Brochure
An overview of how The Education Plan partners with employers to make saving for college easier for employees.
The Education Plan Employers Flyer
A flyer with an overview of how The Education Plan partners with employers to make saving for college easier for employees.
The Education Plan Brochure
An introduction to The Education Plan and what it offers.
Folleto de El Plan de Educacion
Conoce un poco mas de El Plan de Educacion y que puede ofrecerte.
