Account Information Change Form

Complete this form to change a name, the account owner, the beneficiary information, mailing address, phone number, successor owner, or interested party on an account.

Automatic Investment/Electronic Transfer Form

Start, change, or stop automatic bank transfer contributions, or add or change bank information for electronic contributions to an account.

Broker Dealer Change Request Form

Change broker/dealer information.

Beneficiary Change Form

Change the beneficiary on an account or transfer a portion of the account assets to a new beneficiary's account.

Additional Contribution Form

Make additional contributions to an Indiana529 Advisor account.

Exchange/Future Contribution Allocation Form

Move money within an account to a different investment option or change investment options for future contributions (allowed twice per calendar year).

Incoming Rollover Form

Request a direct rollover from another qualified 529 plan to an Indiana529 Advisor account.

Payroll Deduction Form

Start, change, or stop automatic contributions from your client's payroll. (Note: the client's employer must offer an automatic payroll direct deposit plan.)

Distribution Request Form

Request a withdrawal from an account.

Limited Power of Attorney Form

Grant another person or organization limited authority to act on an Indiana529 Advisor Savings account.

Organization Resolution Form

Identify the officers or other persons who are authorized to conduct transactions on a Indiana529 Advisor account on behalf of an organization.

Power of Attorney Form

Grant another person or organization authority to act on an Indiana529 Advisor Savings account.

Agent Certification Form

Grant an agent authority to act.

Purchase a Portfolio Unit Value

Complete this load-waived Class A form to qualify for sales charge waivers.