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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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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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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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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