• Account Access Authorization
    • Use this form to authorize an individual or entity to access account information on your prePAID, inVEST and/or CollegeWealth account.

    • pdf
    • online
  • Automated Payment Authorization
    • Use this form to set up an automated transfer from your checking or savings to your prePAID and/or inVEST account.

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  • Cancellation Request
    • Use this form to terminate your prePAID, inVEST and/or CollegeWealth account.

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  • Change of Address
    • Use this form to update the address on your prePAID, inVEST and/or CollegeWealth account.

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  • CollegeWealth Account Owner Acceptance
    • Use this form to certify acceptance of the terms and conditions of your BB&T CollegeWealth account.

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  • CollegeWealth Account Owner Change
    • Use this form to transfer ownership of your CollegeWealth account to another individual or entity.

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  • CollegeWealth Beneficiary Change
    • Use this form to change the beneficiary on your CollegeWealth account.

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  • CollegeWealth Distribution Request
    • Use this form to request a withdrawal from your CollegeWealth account.

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  • CollegeWealth Student Verification
    • Use this form to authorize Virginia529 to provide data to educational institutions pertaining to your CollegeWealth account.

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  • Coverdell/U.S. Savings Bond Transfer
    • Use this form to fund your account with proceeds from a Coverdell Education Savings Account (EDUCATION IRA) or Series EE or I U.S. Savings Bonds.

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  • Designated Survivor
    • Use this form to select or change a Designated Survivor or to add or change a Successor Designated Survivor on your prePAID, inVEST and/or CollegeWealth account.

    • pdf
    • online
  • inVEST Application
    • Use this form to open a new Virginia529 inVEST account.

    • pdf
    • online
  • inVEST Distribution Request
    • Use this form to request a withdrawal from your inVEST account.

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  • inVEST Student Verification
    • Use this form to authorize Virginia529 to provide data to educational institutions pertaining to your inVEST account.

    • pdf
  • prePAID Application
    • Use this form to open a new Virginia529 prePAID account.

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  • Payroll Deduction Authorization
    • Use this form to authorize a payroll deduction for your prePAID or inVEST account.

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  • prePAID Intent to Enroll
    • Use this form to notify Virginia529 you are using your prePAID benefits.

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  • prePAID/inVEST Account Owner Acceptance
    • Use this form to certify acceptance of the terms and conditions of your prePAID and/or inVEST account.

    • pdf
    • online
  • prePAID/inVEST Account Owner Change
    • Use this form to transfer ownership of your prePAID and/or inVEST account to another individual or entity.

    • pdf
    • online
  • prePAID/inVEST Beneficiary Change
    • Use this form to change the beneficiary on your prePAID and/or inVEST account.

    • pdf
  • prePAID Refinance/Downgrade Request
    • Use this form to change the payment terms on your prePAID account.

    • pdf
    • online
  • Rollover Investment Direction
    • Use this form when funding your Virginia529 account from existing Qualified Tuition Program or to change the portfolio selection on your inVEST account.

    • pdf