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Bloomwell 529 Education Savings Forms
Are you working with a Registered Investment Advisor? Please use this form to establish a new Bloomwell 529 Education Savings account with your RIA.
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Form Description Download Program Disclosure Statement An in-depth document outlining all risks, disclosures, and Plan information Download PDF Enrollment Form To establish a new Bloomwell 529 Education Savings Plan account Download PDF Incoming Rollover Form To initiate a rollover/transfer of another 529 plan or Coverdell ESA to the Bloomwell 529 Education Savings Plan Download PDF List of Forms All Forms
Form Description Complete Online Download Enrollment Form To establish a new Bloomwell 529 Education Savings account Complete Online Download Incoming Rollover Form To initiate a rollover/transfer of another 529 plan or Coverdell ESA to the Bloomwell 529 Education Savings Plan Incoming Rollover Form not available to complete online Download Account Owner Change Form Use to change the account owner Account Owner Change Form not available to complete online Download Account Update Form To change the address, contact information, or name of the account owner or the beneficiary Account Update Form not available to complete online Download Automatic Investment Plan / Electronic Bank Transfer Form Add or update bank information; start, stop, or change an automatic investment plan; set-up a one-time electronic bank transfer Complete Online Download Beneficiary Change Form To change the designated beneficiary Complete Online Download Deposit Coupons To add funds to an existing account. Can be used by the account owner, family, or friends Deposit Coupons not available to complete online Download Fund Transfer Form To transfer funds between Bloomwell 529 Education Savings Plan accounts Complete Online Download Investment Change Form To change Investment Options Complete Online Download Organization Resolution Form Used to identify the officers, trustees, or other individuals who are authorized to conduct transactions on Bloomwell 529 Education Savings Plan accounts on behalf of an organization Organization Resolution Form not available to complete online Download Payroll Direct Deposit To begin, change, or stop a payroll direct deposit Payroll Direct Deposit not available to complete online Download Limited Power of Attorney Designate an agent with limited powers to act on your Bloomwell 529 Education Savings Plan account Limited Power of Attorney not available to complete online Download Power of Attorney Designate an agent with authority to act on your account, including the power to request withdrawals Power of Attorney not available to complete online Download Trusted Contact Person Designation Form Designate a person who the Plan can contact if we lose contact with you or think your Plan assets are at risk to address possible financial exploitation Trusted Contact Person Designation Form not available to complete online Download Successor Account Owner Add or Change Form To add or change the successor account owner Complete Online Download Withdrawal Request Form To request a withdrawal from your account Complete Online Download Roth IRA Rollover Form To roll funds from your Bloomwell College Savings Plan Account to a Roth IRA. Roth IRA Rollover Form not available to complete online Download Looking for something specific?
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