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CollegeWealth Account Owner Acceptance (PDF)
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Use this form to certify acceptance of the terms and conditions of your BB&T CollegeWealth account.
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VPEP/VEST Account Owner Acceptance (PDF)
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Use this form to certify acceptance of the terms and conditions of your VPEP and/or VEST account.
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CollegeWealth Account Owner Change (PDF)
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Use this form to transfer ownership of your CollegeWealth account to another individual or entity.
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VPEP/VEST Account Owner Change (PDF)
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Use this form to transfer ownership of your VPEP and/or VEST account to another individual or entity.
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CollegeWealth Beneficiary Change (PDF)
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Use this form to change the beneficiary on your CollegeWealth account.
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VPEP/VEST Beneficiary Change (PDF)
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Use this form to change the beneficiary on your VPEP and/or VEST account.
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Cancellation Request (PDF)
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Use this form to terminate your VPEP, VEST and/or CollegeWealth account.
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Change of Address (PDF)
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Use this form to update the address on your VPEP, VEST and/or CollegeWealth account.
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Coverdell/U.S. Savings Bond Transfer (PDF)
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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 (PDF)
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Use this form to select or change a Designated Survivor or to add or change a Successor Designated Survivor on your VPEP, VEST and/or CollegeWealth account.
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Rollover Investment Direction (PDF)
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Use this form when funding your VCSP account from existing Qualified Tuition Program or to change the portfolio selection on your VEST account.
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VPEP Intent to Enroll (PDF)
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Use this form to notify VCSP you are using your VPEP benefits.
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VPEP Refinance Request (PDF)
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Use this form to change the payment terms on your VPEP account.
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CollegeWealth Distribution Request (PDF)
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Use this form to request a withdrawal from your CollegeWealth account.
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VEST Distribution Request (PDF)
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Use this form to request a withdrawal from your VEST account.
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CollegeWealth Student Verification (PDF)
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Use this form to authorize VCSP to provide data to educational institutions pertaining to your CollegeWealth account.
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VEST Student Verification (PDF)
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Use this form to authorize VCSP to provide data to educational institutions pertaining to your VEST account.
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