Forms

Authorize an individual or entity to access account information on your Prepaid529, Invest529 and/or CollegeWealth account.

Transfer ownership of your Prepaid529, Invest529 and/or CollegeWealth account to another individual or entity.

Open a new Invest529 account.

Set up an automated transfer from your checking or savings to your Prepaid529 and/or Invest529 account.

Change the beneficiary on your Prepaid529, Invest529 and/or CollegeWealth account.

Terminate your Prepaid529, Invest529 and/or CollegeWealth account.

Update the address on your Prepaid529, Invest529 and/or CollegeWealth account.

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

Select or change a Designated Survivor or add or change a Successor Designated Survivor on your Prepaid529, Invest529 and/or CollegeWealth account.

Create a new direct deposit and modify or cancel existing direct deposits.

Request a withdrawal from your Invest529 and/or CollegeWealth account.

Fund your Virginia529 account with proceeds from another 529 plan, change the investment portfolio of an existing Invest529 account or transfer funds to or from other Virginia529 accounts.

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

Change the payment terms on your Prepaid529 account.

Request a rollover of unused funds to a Roth IRA for the benefit of your student