This section is designed to assist you with the ongoing maintenance and activity with your College Savings Plan of Nebraska Account. Simply download and complete the appropriate form(s) and mail to:
Form Name |
Download |
Form Description |
1) Deposit Coupons |
Fill-in |
To make additional contributions to your account. |
2) Rollover Form |
 Fill-in
|
Use this Form to rollover funds from another 529 Plan or to move funds between College Savings Plan of Nebraska Accounts. |
3) Change of Beneficiary |
Fill-in |
Use this Form to Change the Beneficiary. |
4) Automatic Deduction Form |
Fill-in |
Use this Form to Begin an Automatic Deduction, to Change the Amount, Date or Bank Information or to Stop or Cancel an Automatic Deduction. |
5) Change of Investment Option Form |
Fill-in |
Use this Form to Change your Investments. The Account Owner is permitted to change the selected investment Portfolio(s) once per calendar year or upon a change of Beneficiary. |
6) Withdrawal Request Form |
Fill-in
|
Use this Form to request a withdrawal for qualified higher education expenses, non-qualified withdrawals, or a withdrawal due to death, disability or receipt of a scholarship. |
7) Payroll Deduction Form |
Fill-in |
To establish a New Payroll Deduction Authorization or to Change an Existing Payroll Deduction. |
8) Update Form |
Fill-in |
Use this Form to Change your Address, Phone Number or to update your name. |
9) Change of Account Owner |
Fill-in |
Use this Form to Change the Account Owner. |
10) Change/Add Successor Account
Owner |
Fill-in |
Use this Form to Change or Add a Successor Account Owner. |
11) UTMA/UGMA Notification Form |
Fill-in |
Use this Form to notify the College Savings Plan of Nebraska that a minor child listed as a Beneficiary on an Account funded with UTMA/UGMA funds has reached the age of majority according to the applicable UTMA/UGMA statutes. |
