Bright Directions Plan Forms

List of Forms
Forms	Description	Complete Online	Download
Enrollment Form	To be completed with your financial advisor.	Enrollment Form not available to complete online	Download
Incoming Rollover Form	To initiate a rollover/transfer of assets from another 529-qualified tuition program or from a Coverdell Education Savings Account to your Bright Directions account.	Incoming Rollover Form not available to complete online	Download
Account Owner Change Form	To change the account owner.	Account Owner Change Form not available to complete online	Download
Account Update Form	To change the address, contact information, or name of the account owner or the beneficiary	Account Update Form not available to complete online	Download
Automatic Investment Plan / Electronic Bank Transfer Form	To start, stop or change an automatic investment plan; make a one-time electronic bank transfer; add or change banking information on file.	Complete Online	Download
Beneficiary Change Form	To change the designated beneficiary.	Beneficiary Change Form not available to complete online	Download
Deposit Coupons	To add funds to an existing Bright Directions account.	Deposit Coupons not available to complete online	Download
Fee Structure E Form	To utilize Fee Structure E for employees of qualified employers (25 or more employees).	Fee Structure E Form not available to complete online	Download
Fund Transfer Form	To transfer funds between Bright Directions accounts.	Complete Online	Download
Investment Change Form	To change investment portfolios.	Complete Online	Download
Payroll Direct Deposit	To begin, change, or stop a payroll deduction authorization.	Payroll Direct Deposit not available to complete online	Download
Successor Account Owner Add or Change Form	To add or change the successor account owner.	Complete Online	Download
UGMA/UTMA Update Form	To change the current Custodian or to add a successor Custodian to a UGMA or UTMA Account.	UGMA/UTMA Update Form not available to complete online	Download
Withdrawal Request Form	To request a withdrawal from your account.	Complete Online	Download
Roth IRA Rollover Form	To roll funds from your Bright Directions College Savings Plan Account to a Roth IRA.	Roth IRA Rollover Form not available to complete online	Download