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General College Savings Retirement

CollegeBound 529 Forms

No image available	CollegeBound 529 Account Features Form Set up recurring contributions or one-time electronic funds transfer contribution.
No image available	CollegeBound 529 Account Information Change Form Update existing information (name, address, phone number, successor account owner information) or transfer assets to a new account owner.
No image available	CollegeBound 529 Additional Contribution Form Make an additional contribution to your CollegeBound 529 account.
No image available	CollegeBound 529 Beneficiary Change Form Change the beneficiary on an account or transfer a portion of the account assets to a new beneficiary's account.
No image available	CollegeBound 529 Broker/Dealer Change Request Change the Broker Dealer on a CollegeBound 529 account.
No image available	CollegeBound 529 Distribution Request Form Initiate a withdrawal from your account.
No image available	CollegeBound 529 Incoming Rollover Form Request a direct rollover from another qualified 529 plan or Education Savings Account to a CollegeBound 529 account.
No image available	CollegeBound 529 Investment Option Change/Future Contribution Allocation Form Move money within a CollegeBound 529 account to a different investment option (allowed twice per calendar year) or to change investment options for future contributions (allowed anytime).
No image available	CollegeBound 529 Limited Power of Attorney Form Grant another person or organization limited authority to act on your CollegeBound 529 account.
No image available	CollegeBound 529 Organization Resolution Identify the officers or other persons who are authorized to conduct transactions on a CollegeBound 529 account on behalf of an organization.
No image available	CollegeBound 529 Payroll Direct Deposit Add, change, or delete payroll direct deposit instructions on your CollegeBound 529 account.
No image available	CollegeBound 529 Power of Attorney Form Grant another person or organization authority to act on your CollegeBound 529 account.
No image available	CollegeBound 529 W9 Form Certify the account owner's or beneficiary's Social Security number or taxpayer ID number.

Coverdell Education Savings Account Forms

Coverdell Education Savings Account Application
CESA-FRM-1
Updated on: 06/20

Use this form to establish an Invesco Coverdell Education Savings Account (Coverdell ESA) with Invesco Trust Company (ITC) as custodian.
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Coverdell Education Savings Account Administration Form
CESA-FRM-5
Updated on: 06/18

Use this form for an existing Invesco Coverdell ESA to:
Change the designated beneficiary.
Replace the responsible individual.
Change the death beneficiary.

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Coverdell Education Savings Account Distribution Form
CESA-FRM-4
Updated on: 02/19

Use this form to transfer assets from an existing Coverdell Education Savings Account (Coverdell ESA) with another institution to an Invesco Coverdell ESA.
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Coverdell Education Savings Account Distribution Form
CESA-FRM-4
Updated on: 10/19

Use this form to request a distribution from an Invesco Coverdell ESA.
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