Documents
You may download any of the files below by clicking their respective titles. Additionally, some items can be ordered by entering the quantities desired and then selecting "Mail Items."
Annual ReportsBack to top
- Texas Prepaid Higher Education Tuition Program Annual Report
- Download the College Savings Plan Audited Financial Statements
FormsBack to top
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Account Maintenance Form
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Download the Change of Beneficiary Form
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Download the Change of Trustee Rollover Form
- Roth IRA Rollover Form
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Download the Employee Payroll Deduction Form
- Download the Employer Authorization Payroll Deduction Form
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Download the Enrollment Application
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Download the Enrollment Kit
- Download the Third Party Access Form
- Download the UGMA/UTMA Form
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Download the Withdrawal Request Form
LiteratureBack to top
- Download the Allocation Worksheet
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Download the Consumer Brochure
- Download the Contribution Coupon and Gift Announcement
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Download the Plan Description and Savings Trust Agreement
- Download the Privacy Policy
Financial AdvisorsBack to top
- Download the Financial Advisor Flyer
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You may also find the podcast linked below of interest, as it discusses how 529 plans can be a valuable way to build trust and deepen relationships with your clients – while offering them a great tax-advantaged way to save for future education costs.
Listen Now. Link opens in new tab.
If you have selected forms to be mailed to you, click the Mail Items link and fill out the form with your preferred delivery address.