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Educational Brochures, Applications and Forms

 

Plan Disclosure Statement and Participation Agreement

This document contains all of the information you need to know about investing in the MI 529 Advisor Plan.

 

Account Application

Use this form to open an account in the MI 529 Advisor Plan.  This application may be used to purchase Class A and Class C Units.

 

Rollover Form

Use this form to rollover assets to the MI 529 Advisor Plan from either: another Section 529 College Savings Account, a Coverdell Education Savings Account (formerly an Education IRA), or redeemed qualified U.S. Savings Bonds (see Plan Disclosure Statement for additional details).

 

Additional Investment Form

Use this form to make additional contributions to an existing account in the MI 529 Advisor Plan. This form cannot be used to establish a new account.

 

Change Form

Use this form to make changes to an existing MI 529 Advisor Plan Account. Types of changes permitted include an Account Owner Change, Mailing Address Change, Change of Beneficiary, Investment Option Change, Bank Account Information Change and more.

 

Auto-Exchange Form

Use this form to establish the Auto-Exchange option on your MI 529 Advisor Plan Account.  This option allows you to regularly exchange units from one MI 529 Advisor Plan Portfolio to another within the Same Class. (Please note: exchanges between 529 Plan accounts with different registrations are not allowed.)

 

Withdrawal Form

Use this form to request a full or partial withdrawal from your MI 529 Advisor Plan Account.

 

Client Brochure

Provides a comprehensive overview of 529 savings plans and the benefits they can deliver, in addition to an overview of the MI 529 Advisor Plan. For use with clients and/or financial advisors.

 

Client Presentation

This presentation provides an overview of 529 savings plan benefits, the power of saving early for college and the features of the MI529Advisor Plan.

 

Fillable Gift Certificate

Give the gift of education. Fill out and print our gift certificate if you have donated to a MI 529 Advisor Plan.

 

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