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

    • pdf
  • Account Owner Acceptance – CollegeWealth Union
    • Use this form to certify acceptance of the terms and conditions of your Union CollegeWealth account.

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

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

    • pdf
    • online
  • Application – CollegeWealth Union
    • Use this form to open a new CollegeWealth account through Union First Market.

    • online
  • Application – CollegeWealth BB&T
    • Use this form to open a new CollegeWealth account through BB&T.

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

    • pdf
    • online
  • Application – prePAID
    • Open enrollment is now closed

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

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

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

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

    • pdf
    • online
  • 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.

    • pdf
  • 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
  • Distribution Request
    • Use this form to request a withdrawal from your inVEST and/or CollegeWealth account.

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

    • pdf
  • Payroll Deduction Authorization
    • Use this form to authorize a payroll deduction for your prePAID, inVEST and/or CollegeWealth account.

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

    • pdf
    • online
  • Rollover Investment Direction
    • Use this form to fund your Virginia529 account with proceeds from another Qualified Tuition Plan, to change the portfolio selection of an existing inVEST account or to transfer funds to and from other Virginia529 accounts.

    • pdf
  • Student Verification
    • Use this form to authorize Virginia529 to provide data to educational institutions pertaining to your inVEST and/or CollegeWealth account.

    • pdf