NEST 529 Plan Forms
Enrollment Kit
| Form | Description | Download |
|---|---|---|
| Color Booklet | A high-level overview of the Plan |
Download PDF |
| Program Disclosure Statement | An in-depth document outlining all risks, disclosures, and Plan information |
Download PDF |
| Enrollment Form | To establish a new NEST Direct 529 account |
Download PDF |
| Incoming Rollover Form | To initiate a rollover/transfer of another 529 plan or Coverdell ESA to NEST |
Download PDF |
All Forms
| Form | Description | Complete Online | Download |
|---|---|---|---|
| Enrollment Form | To establish a new NEST Direct 529 account | Complete Online | Download PDF |
| Incoming Rollover Form | To initiate a rollover/transfer of another 529 plan or Coverdell ESA to NEST | Download PDF | |
| Account Owner Change Form | Use to change the account owner | Download PDF | |
| Account Update Form | To change the address, contact information, or name of the account owner or the beneficiary | Download PDF | |
| Automatic Investment Plan / Electronic Bank Transfer Form | Add or update bank information; start, stop, or change an automatic investment plan; set-up a one-time electronic bank transfer | Complete Online | Download PDF |
| Beneficiary Change Form | To change the designated beneficiary | Download PDF | |
| Deposit Coupons | To add funds to an existing account. Can be used by the account owner, family, or friends | Download PDF | |
| Fund Transfer Form | To transfer funds between NEST Direct 529 accounts | Download PDF | |
| Investment Change Form | To change Investment Options | Complete Online | Download PDF |
| Organization Resolution Form | Used to identify the officers, trustees, or other individuals who are authorized to conduct transactions on NEST accounts on behalf of an organization | Download PDF | |
| Payroll Direct Deposit | To begin, change, or stop a payroll direct deposit | Download PDF | |
| Limited Power of Attorney | Designate an agent with limited powers to act on your NEST account | Download PDF | |
| Power of Attorney | Designate an agent with authority to act on your account, including the power to request withdrawals | Download PDF | |
| Trusted Contact Person Designation Form | Designate a person who the Plan can contact if we lose contact with you or think your Plan assets are at risk to address possible financial exploitation | Download PDF | |
| Successor Account Owner Add or Change Form | To add or change the successor account owner | Complete Online | Download PDF |
| Withdrawal Request Form | To request a withdrawal from your account | Complete Online | Download PDF |
| Roth IRA Rollover Form | To roll funds from your NEST Direct College Savings Plan Account to a Roth IRA. | Download PDF |