Account Maintenance Forms

Use these forms to maintain your Independent 529 Plan account.

Just download and print the appropriate form, fill out and mail to:

Independent 529 Plan
P.O. Box 55191
Boston, MA 02205-8217

Have a question? Call us at:

1-888-718-7878
8:00 am - 8:00 pm Eastern Time
Monday-Friday

» Account Application - Individual (PDF, 68KB)
Used to open an account by an individual.

» Account Application - Custodial (PDF, 155KB)
Used to open an account by a custodian.

» Account Application - Entity (PDF, 92KB)
Used by trusts or estates, business entities, IRC501(c) (3) organizations, or state/local governments to open an account.

» Additional Contribution by Mail (PDF, 63KB)
Used to contribute to an existing account; you will need your account number.

» Account Services (PDF, 58KB)
Change your address, your beneficiary's expected enrollment year, sample participating institutions, add telephone purchase privileges, or enroll in the automatic purchase plan.

» Change of Beneficiary (PDF, 61KB)
Change your beneficiary.

» Change of Contingent Account Owner (PDF, 58KB)
Add, change, or revoke the designation of another individual to own your Independent 529 Plan Tuition Certificates upon your death.

» Rollover of Account Funds (PDF, 60KB)
Use this form to request a rollover from another Qualified Tuition Program, transfer an existing Independent 529 Plan account to another beneficiary, or transfer from a U.S. Savings Bond or Coverdell Education Savings Account.

» Redemption Withdrawal (PDF, 73KB)
Use this form to redeem prepaid tuition certificates at an Independent 529 Plan member school.

» Refund Withdrawal (PDF, 56KB)
1. Withdrawals for your beneficiary's qualified higher education expenses at a non-member school, 2. Non-Qualified withdrawals, or 3. Withdrawals due to death, disability or scholarship.

» Form for Physician's Certification of Beneficiary's Permanent Disability (PDF, 51KB)
Complete this form, in addition to the Refund Withdrawal form, if the Beneficiary is permanently disabled.

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