New York's 529 College Savings Program Direct Plan

Select the number of enrollment kits that you would like us to send you and enter your mailing address.

Enrollment Kit

Use the application form included in this kit to open an account in New York's 529 College Savings Program Direct Plan.

Employee Payroll Deduction Instruction Form

Use this form if your employer offers payroll deduction and you want to have money automatically deducted from your paycheck and deposited into an account in New York's 529 College Savings Program Direct Plan, or if you want to change your existing deduction. (If you're opening a new account, you'll also need to submit an Enrollment Application).

Account Information Change Form

Use this form to change your name, address, phone number, or successor account owner information or to add an interested party to your account in New York's 529 College Savings Program Direct Plan.

Beneficiary Change Form

Use this form to change the beneficiary on an existing account or to transfer a portion of the account assets to a new beneficiary's account.

Change of Ownership Form

Use this form to transfer your entire account balance to a new account owner.

Exchange / Future Contribution (Allocation) Form

Use this form to move money within a Program account to a different investment option (allowed twice per calendar year) or to change investment options for future contributions (allowed anytime).

Automatic Investment Plan (AIP) / Electronic Bank Transfer (EBT) Form

Use this form to start, change, or stop automatic bank transfer contributions or to add or change bank information for electronic contributions to an account in New York's 529 College Savings Program Direct Plan.

Additional Purchase Forms

Use this form to make additional contributions to an account in New York's 529 College Savings Program Direct Plan.

Incoming Rollover / Transfer Form

Use this form to roll over funds from another qualified 529 plan to an account in New York's 529 College Savings Program Direct Plan.

Withdrawal Request Form

Use this form to request a withdrawal from your account in New York's 529 College Savings Program Direct Plan.

Authorization to Access 529 Plan Accounts

Use this form to designate a registered investment advisor or other financial consultant as your agent ("an Agent") with limited authority to obtain information regarding your account(s) in New York's 529 College Savings Program Direct Plan.

Durable Power of Attorney Form

Use this form to give one or two persons the ability to take action with respect to your New York's 529 College Savings Program Direct Plan account(s).

First Name

Last Name

Address 1

Address 2

City

State

ZipFirst 5 digits Zip Ext

Note: If you require more than three copies of any individual form or kit, please contact us for assistance.