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 Download PDF
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 Download PDF
Account Owner Change Form To change the account owner. Account Owner Change Form not available Download PDF
Account Update Form To change the address, contact information, or name of the account owner or the beneficiary Account Update Form not available Download PDF
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 PDF
Change of Designated Beneficiary Form To change the designated beneficiary. Change of Designated Beneficiary Form not available Download PDF
Deposit Coupons To add funds to an existing Bright Directions account. Deposit Coupons not available Download PDF
Fee Structure E Form To utilize Fee Structure E for employees of qualified employers (25 or more employees). Fee Structure E Form not available Download PDF
Fund Transfer Form To transfer funds between Bright Directions accounts. Fund Transfer Form not available Download PDF
Investment Change Form To change investment portfolios. Complete Online Download PDF
Payroll Deduction Authorization Form To begin, change, or stop a payroll deduction authorization. Payroll Deduction Authorization Form not available Download PDF
Successor Account Owner Add or Change Form To add or change the successor account owner. Complete Online Download PDF
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 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 Bright Directions College Savings Plan Account to a Roth IRA. Roth IRA Rollover Form not available Download PDF

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