Account Information Change

Change an address, telephone number, or email address, or provide notice of a legal name change.

Get the Account Information Change Form

Automated Funding Service Enrollment

Enroll in NextGen 529’s Automated Funding Service (AFS) or change or terminate the AFS amount for your existing NextGen 529 account.

Get the AFS Enrollment Form

Payroll Deduction Allocation

Set up payroll deduction contributions to your NextGen 529 account, or change existing payroll deduction contributions. Once completed you’ll need to give a copy of this form to your employer and mail the original to NextGen 529 at the address indicated. 

Get the Payroll Deduction Allocation Form

Incoming Rollover

Roll over all or part of the assets from another state’s Section 529 plan or a Coverdell Education Savings Account into your NextGen 529 account, or transfer the assets in qualifying Series EE or I U.S. savings bonds to a NextGen 529 account.

Get the Incoming Rollover Form

Investment Change

Make an investment change to your account. This form contains instructions regarding both current and future contributions, as well as restrictions that may apply to investment changes. You can change existing NextGen 529 assets to a new investment option twice per calendar year or when you change the beneficiary on your account. You can change how future contributions are invested at any time.

Get the Investment Change Form

Change of Participant (account owner)

Transfer your NextGen 529 account to a new account owner. The new account owner must first open a NextGen 529 account before submitting the Change of Participant Form.

Get the Change of Participant Form

Change of Designated Beneficiary

Change the current beneficiary (student) on your NextGen 529 account to a new beneficiary.

Get the Change of Designated Beneficiary Form

Withdrawal Request

Request a withdrawal from your NextGen 529 account. If you want funds to be paid to more than one payee, please complete a separate form for each payee.

You can also request a withdrawal from your Connect Account over the phone. Be sure to have your NextGen 529 account number, the withdrawal amount you are requesting, payee information, and know the portfolios you would like to use. Have a question? Call 1-877-463-9843 to speak to a NextGen 529 representative.

Get the Withdrawal Request Form

Series Change Form

Complete this form to transfer assets between a Select Account, Connect Account, and Direct Account within NextGen 529.

Get the Series Change Form