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Updates to the Texas College Savings Plan! Effective December 13, 2021, the Texas College Savings Plan is introducing expanded Investment Options and lowering estimated total plan fees. See the description of new enhancements to the Texas College Savings Plan, and updates to the Plan Description and Savings Trust Agreement.

Documents

Forms And Literature

You may download any of the files below by clicking their respective titles. Alternatively, some items can be ordered by entering the quantities desired and then selecting “Mail Items.”

Annual Reports

Texas Prepaid Higher Education Tuition Program Annual Report


College Savings Plan Audited Financial Statements

FormsQuantity
Account Maintenance Form
Change of Beneficiary Form
Change of Trustee Rollover Form
Employee Payroll Deduction Form
Employer Authorization Payroll Deduction FormDownloadable Only
Enrollment Application
Enrollment Kit
Third Party Access FormDownloadable Only
UGMA/UTMA FormDownloadable Only
Withdrawal Request Form



LiteratureQuantity
Allocation WorksheetDownloadable Only
Consumer Brochure
Contribution Coupon and Gift AnnouncementDownloadable Only
Plan Description and Savings Trust Agreement
Privacy Policy Downloadable Only
Financial Advisors

Financial Advisor Flyer

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Mail Items

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