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Account Info 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.

Authorization/Limited Power of Attorney Form

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

Organization Resolution Form

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

Power of Attorney Form

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

Agent Certification Form

Grant an agent authority to act.

W-9 Request for Taxpayer Identification Number and Certification

Certify the account owner's or beneficiary's Social Security number or taxpayer ID number.

Disclosure Booklet

Important information about the plan, investments, expenses, and transactions.

Indiana529 Direct Slimline

An overview of Indiana529 Direct, including benefits and investments.

Indiana529 Direct Investment Flyer

An explanation of the types of investments offered by Indiana529 Direct.

Indiana529 Direct Coloring Book

Filled with games, mazes, and spelling scrambles for little ones

Indiana529 Direct Fact or Fiction Flyer

Debunk some of the biggest misconceptions about using 529s to save for education.

Enrollment Form

Use this Enrollment Form to open an Indiana529 Direct account.

Incoming Rollover Form

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

Rollover to Roth IRA

Request a rollover from your account to a Roth IRA.

Automatic Investment/Electronic Bank Transfer Form

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

Beneficiary Change Form

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

Additional Contribution Form

Make additional contributions to an Indiana529 Direct account.

Exchange/Future Contribution Allocation Change Form

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

Payroll Deduction Form

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

Distribution Request Form

Request a withdrawal from your account.