Account Application - Natural Person
Use this form to enroll a new Beneficiary and create a new START Saving Program account. |
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Disclosure Booklet and Participation Agreements
This document discloses the risks associated with a START Saving Program account and contains the terms and conditions for a START Saving Program account. |
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Disclosure Booklet Supplement 2 dated 11-20-08
Be sure to read the updates and revisions to Disclosure Booklet and Participation Agreements. |
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Account Application - Legal Entity
Use this form to open an account for a new Beneficiary when the Account Owner will be a Legal Entity. |
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Account Application - Unrelated Beneficiary
Use this form if you are a Natural Person or Legal Entity opening an account to make irrevocable donations to an unrelated, financially needy Beneficiary. |
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Investment Options
Complete this form to change the option in which your account is currently invested. |
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Records Update
Complete this form to correct or update the contact information currently on file for you and/or one of your Beneficiaries. |
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Substitute Beneficiary
Complete this form to change the current Beneficiary on your account. |
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Change of Successor Account Owner
This form is used only to change the current Successor Account Owner on your account. |
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Automatic Bank Debit
Use this form to setup or change your scheduled contribution using an Automatic Bank Debit from your checking or savings account. |
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Payroll Deduction
Use this form to setup or change your scheduled contribution using a Payroll Deduction. |
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Rollover or Transfer Deposit
Complete this form if you are making a lump-sum deposit to an account through a rollover from another state's 529 Plan, or by means of a transfer from a Coverdell Education Savings Account, a qualified U.S. Savings Bond or an existing Uniform Gifts to Minors Act/Uniform Transfers to Minors Act (UGMA/UTMA) custodial account. |
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Deposit Coupon
You must use this form when making a deposit by check to more than one of your START Saving accounts, and you must write "See Deposit Slip" in the memo section of your check. A deposit slip is not required for deposits to one account; however, you must write the account number on the check. |
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START to START Funds Transfer
Complete this form if you are transfering funds from one START account to another for the purpose of closing an account at the Account Owner's request. |
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Refund of Scholarship Award
Complete this form to request a refund from your account in the amount of a scholarship that was received by the Beneficiary for an Educational Term. |
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Request for Disbursement
Complete this form to request a disbursement from your account to pay the Qualified Higher Education Expenses for a Beneficiary's Educational Term at an Eligible Educational Institution. |
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Request for Refund of a Savings Account
Complete this form to request that your account be closed and the amounts due you be refunded. |
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General Gift Certificate
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Happy Holidays Gift Certificate
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Happy Kwanzaa Gift Certificate
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Happy Hanukkah Gift Certificate
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Christmas Gift Certificate
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