Forms

All the forms you need in one place

Most of what you need to manage and update your VT529 account can be done online. But, if you prefer to make changes offline, we have all the forms you’ll need below as downloadable PDFs.

Account Management

Change Account Owner Form 

Complete this form to transfer all your right, title, and interest in your VT529 account to a different Account Owner. You should consult a qualified financial, legal and/or tax advisor regarding the application of federal, state, and local tax law as a transfer of account ownership may have adverse tax consequences. Custodial Account Owners are subject to special limitations on their ability to transfer ownership of the account.

Change Information Form

Fill out this form to change information such as an Account Owner name (due to marriage, divorce or legal name change), or correct a date of birth or Social Security Number.

Entity Enrollment Form

Fill out this form to open an entity-owned VT529 account.

Contribution Form

Fill out this form to make a contribution to your VT529 account.

Interested Party Duplicate Statement Request Form

Complete this form to authorize an individual as an interested party to receive duplicate Financial Statements and/or as an Authorized Agent with limited authority to access and act on your account(s).

Withdrawal Forms

Complete these forms to make withdrawals from your account or manage recurring, monthly withdrawals.

Gifting

Gift Form

Fill out this form to make a gift contribution to a loved one’s account and include a check made payable to VT529.

Rollovers

College Savings Plan Rollover Form

Fill out this form to make a rollover from another 529 College Savings account, a UTMA/UGMA Account*, Coverdell Education Savings Account or qualified U.S. Savings Bond.

529 to Roth IRA Rollover Form*

Fill out this form to make a rollover from your 529 educations savings account to a qualified Roth Individual Retirement (IRA) account.

*If you roll funds from your VT529 account into a Roth IRA, you’ll forfeit your Vermont state tax credit proportional to you received the dollar amount of the rollover.