Account Application - Natural Person
Use this form to enroll a new Beneficiary and create a new START Saving Program account. |
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Supplement 1 to the 2011 Disclosure Booklet
Dated June 7, 2011
This Supplement No. 1 amends, updates and supercedes anything in the Disclosure Booklet and Participation Agreements to the contrary. Be sure to read it carefully. |
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Disclosure Booklet and Participation Agreements
Effective January 1, 2011
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 Selection
To change the investment fund(s) for ALL the moneys currently invested in your account and for ALL of your future deposits OR to select the investment fund(s) for ALL of your future deposits, download and complete this paper form and send it to us. The allocations to the fund(s) you select must total 100% and you may only invest in one age based fund at any given time. If you want to change your investment selection online, you must log on. |
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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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One-Time Bank debit
Make a one-time deposit to your START Saving Program account with a direct debit from your bank 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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Rollover Form
Transfer funds from one of your START accounts to another of your START accounts. The Beneficiary of the account receiving the funds must be a Member of the Family of the Beneficiary of the account from which the funds are taken. |
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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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Procedures for Time Limits on Disbursements
As of May 2011
Disbursements must be requested during the calendar year they are incurred or within one (1) academic term before or after the calendar year they are incurred. Please read the download for more information. |
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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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Request for Disbursement
To request your Rewards for Success funds, please fill out the LA Gear Up Request for Disbursement form and submit to the LA Gear Up office for processing. Mail the completed form to LA Gear Up, Post Office Box 3677, Baton Rouge, LA 70821, or you may fax the form to 225-219-0688. Your funds will be sent directly to your eligible institution of higher education. For questions, please call 225-219-0690 ext. 208 or email Shannon.domingue@la.gov. |
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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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