Virginia 529

inVEST Application Form (PDF)

Automated Payment Authorization (PDF)

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

Account Access Authorization (PDF)

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

CollegeWealth Account Owner Acceptance (PDF)

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

prePAID/inVEST Account Owner Acceptance (PDF)

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

CollegeWealth Account Owner Change (PDF)

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

prePAID/inVEST Account Owner Change (PDF)

• Use this form to transfer ownership of your prePAID and/or inVEST account to another individual or entity.

CollegeWealth Beneficiary Change (PDF)

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

prePAID/inVEST Beneficiary Change (PDF)

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

Cancellation Request (PDF)

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

Change of Address (PDF)

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

Coverdell/U.S. Savings Bond Transfer (PDF)

• 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.

Designated Survivor (PDF)

• 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.

Payroll Deduction Authorization (PDF)

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

Rollover Investment Direction (PDF)

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

prePAID Intent to Enroll (PDF)

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

prePAID Refinance/Downgrade Request (PDF)

• Use this form to change the payment terms on your prePAID account.

CollegeWealth Distribution Request (PDF)

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

inVEST Distribution Request (PDF)

• Use this form to request a withdrawal from your inVEST account.

CollegeWealth Student Verification (PDF)

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

inVEST Student Verification (PDF)

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