Browse by Topic
Access Plan Materials
Account Opening
General Account Application with Disclosure Booklet
Use this form to open a new Plan Account by an Individual. PDF file includes Disclosure Booklet.
Account Application for an Entity Account with Disclosure Booklet
Use this form to open a new Plan Account by a Trust, Estate, Business Entity 501(c)(3), or State or Local Government Agency. PDF file includes Disclosure Booklet.
Account Management
Account Information Change
Use this form to add or modify Plan Account Information. This includes establishing or changing an automatic contribution plan (ACP) and bank information, adding third-party contributions, changing a successor or beneficiary and allocation instructions.
Allocation Instructions
Use this form to establish or change allocation instructions.
Annual Rebalance
Use this form to rebalance, or transfer, funds among Investment Portfolios within an Account.
Durable Power of Attorney and Indemnification
Agreement for Power of Attorney Registration.
Financial Advisor Change
Use this form to change or modify Financial Advisor information.
Trustee Online Account Access
Use this form to provide online account access to a trustee.
Contributions
Rollover for New or Existing Accounts
Use this form to rollover or transfer funds from another account into the Plan.
Contribution
Use this form to make an additional account contribution.
Gifting
Gift Deposit Form
Use this form to make additional contributions to the MI 529 Advisor Plan.
Gift Certificate — Any Occasion
Gift Certificate — Birthday
Gift Certificate — Graduation
Gift Certificate — Happy Holidays
Payroll Deductions
Payroll Deduction
Use this form to establish or modify Payroll Deduction.
Withdrawals
Redemption/Withdrawal Request
Use this form to withdraw funds from the Plan.
Browse by Type
Applications
General Account Application with Disclosure Booklet
Use this form to open a new Plan Account by an Individual. PDF file includes Disclosure Booklet.
Account Application for an Entity Account with Disclosure Booklet
Use this form to open a new Plan Account by a Trust, Estate, Business Entity 501(c)(3), or State or Local Government Agency. PDF file includes Disclosure Booklet.
Brochure & Kit
Enrollment Brochure
Enrollment Kit
Disclosures
MI 529 Advisor Plan Disclosure Booklet
Forms
Account Information Change
Use this form to add or modify Plan Account Information. This includes establishing or changing an automatic contribution plan (ACP) and bank information, adding third-party contributions, changing a successor or beneficiary and allocation instructions.
Allocation Instructions
Use this form to establish or change allocation instructions.
Annual Rebalance
Use this form to rebalance, or transfer, funds among Investment Portfolios within an Account.
Contribution
Use this form to make an additional account contribution.
Durable Power of Attorney and Indemnification
Agreement For Power of Attorney Registration.
Financial Advisor Change
Use this form to change or modify Financial Advisor information.
Gift Deposit Form
Use this form to make additional contributions to the MI 529 Advisor Plan.
Payroll Deduction
Use this form to establish or modify Payroll Deduction.
Rollover for New or Existing Accounts
Use this form to rollover or transfer funds from another account into the Plan.
Trustee Online Account Access
Use this form to provide online account access to a trustee.
Redemption/Withdrawal Request
Use this form to withdraw funds from the Plan.
Gift Certificates
Gift Certificate — Any Occasion
Gift Certificate — Birthday
Gift Certificate — Graduation
Gift Certificate — Happy Holidays
