Handle common transactions related to your ISave 529 account using these forms and actions. Many can be done online or using a paper form.
Select the appropriate form below, which will be displayed in a PDF format. You must have Adobe Reader software (available free at adobe.com) to download or print the forms. Please note some of these Account transactions can be done online, as indicated below.
Ready to enroll in ISave 529? You can do it online or by downloading an enrollment kit.
Change your name, update your contact information, update your successor account or interested party information.
Change the Beneficiary on an ISave 529 account or to transfer a portion of the account assets to a new Beneficiary.
Transfer all or part of your account balance to a new Account Owner.
Move the existing money in your account from one investment option to another (up to twice per calendar year), or change the direction of future contributions (anytime).
Make direct contributions with as little as $15 per paycheck with payroll direct deposit. Change or remove your payroll direct deposit at any time.
Start, change or stop recurring contributions to your account. You can also add, change, or remove bank account information.
Include this form with any additional contributions you are making by check, or if the contribution you are making is from an indirect rollover (you have withdrawn the previous custodian’s funds in the last 60 days) from another 529 plan, education savings account or qualified U.S. savings bond.
Contribute to your account with a direct rollover (previous custodian still holds your funds) from another 529 plan or education savings account to your ISave 529 account.
Initiate a direct rollover of assets from your ISave 529 account to an existing Roth IRA account established for the benefit of the Beneficiary.
Give the gift of education and accompany your check with one of our greeting cards.
Request a full or partial withdrawal from your account, or close your account.
Certify the Taxpayer Identification Number for the Account Owner or Beneficiary.
This form is needed when a General Power of Attorney (POA) agreement is submitted to the Plan and the date of the POA is more than five years from the date the POA was established.
Authorize a person or an organization to discuss your accounts with an education savings specialist, receive information about your accounts and act on your behalf with respect to your accounts.
Grant an agent the authority to act on your accounts.
Identify the officers or other persons who are authorized to act upon accounts on behalf of an organization.
Designate an agent with limited authority to obtain information regarding your accounts.
Identify current trustees when the identity and/or number of trustees has changed or when the trustees are not identified in your account.
Investment returns are not guaranteed, and you could lose money by investing in ISave 529.
For more information about ISave 529, obtain a Program Description online or request one by calling 888-672-9116. Investment objectives, risks, charges, expenses and other important information are included in the Program Description; read and consider it carefully before investing.
If you are not an Iowa taxpayer, consider before investing whether your or the designated student's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program. Other state benefits may include financial aid, scholarship funds, and protection from creditors.
ISave 529 is an Iowa trust sponsored by the Iowa State Treasurer's Office. The Treasurer of the State of Iowa sponsors and is responsible for overseeing the administration of ISave 529. The Vanguard Group, Inc., serves as Investment Manager. Ascensus College Savings Recordkeeping Services, LLC, provides records administration services. The Plan's portfolios, although they invest in Vanguard mutual funds, are not mutual funds.
ISave 529 and the ISave 529 logo are trademarks of the State of Iowa. Ugift is a registered service mark. The Vanguard logo is a registered trademark of The Vanguard Group, Inc.
