For faster processing, submit most forms online through your secure Virginia529 account. Log in before selecting the online option below to navigate directly to that form.

Account Access Authorization

Authorize an individual or entity to access account information on your prePAID, inVEST and/or CollegeWealth account.

Account Owner Acceptance – CollegeWealth BB&T

Certify acceptance of the terms and conditions of your BB&T CollegeWealth account.

Account Owner Acceptance – CollegeWealth Union

Certify acceptance of the terms and conditions of your Union CollegeWealth account.

Account Owner Acceptance – prePAID/inVEST

Certify acceptance of the terms and conditions of your prePAID and/or inVEST account.

Account Owner Change

Transfer ownership of your prePAID, inVEST and/or CollegeWealth account to another individual or entity.

Application – CollegeWealth Union

Open a new CollegeWealth account through Union Bank & Trust.

Application – CollegeWealth BB&T

Open a new CollegeWealth account through BB&T.

Application – inVEST

Open a new Virginia529 inVEST account.

Application – prePAID

Open a new Virginia529 prePAID account. Open enrollment December 1, 2016 – March 31, 2017.

Automated Payment Authorization

Set up an automated transfer from your checking or savings to your prePAID and/or inVEST account.

Beneficiary Change

Change the beneficiary on your prePAID, inVEST and/or CollegeWealth account.

Cancellation Request

Terminate your prePAID, inVEST and/or CollegeWealth account.

Change of Address

Update the address on your prePAID, inVEST and/or CollegeWealth account.

Coverdell/U.S. Savings Bond Transfer

Fund your account with proceeds from a Coverdell Education Savings Account (EDUCATION IRA) or Series EE or I U.S. Savings Bonds.

Designated Survivor

Select or change a Designated Survivor or add or change a Successor Designated Survivor on your prePAID, inVEST and/or CollegeWealth account.

Distribution Request

Request a withdrawal from your inVEST and/or CollegeWealth account.

Intent to Enroll

Notify Virginia529 you are using your prePAID benefits.

Payroll Deduction Authorization

Authorize a payroll deduction for your prePAID, inVEST and/or CollegeWealth account.

Redeposit Request Form

Request the redeposit of 529 funds that were previously distributed from your Virginia529 Account

Refinance/Downgrade Request

Change the payment terms on your prePAID account.

Rollover/Investment Direction/Transfer

Fund your Virginia529 account with proceeds from another Qualified Tuition Plan, change the portfolio selection of an existing inVEST account or transfer funds to and from other Virginia529 accounts.