Select the appropriate forms and information below and your desired method − "Perform online," where available, or "Download PDF".

(Adobe® Reader software, available here free, is required to download or print the materials.)

Forms

Open an account Perform
online
Download
PDF
Enrollment Kit

Read the Program Disclosure Booklet before opening an account as it contains important information you need to know before investing.

Enrollment Kit Components:

   
Product Brochure

An overview of the features and benefits of the DC College Savings Plan.

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Program Disclosure Booklet

Important information about the plan, investments, expenses, and transactions.

 
Enrollment Form

Use this Enrollment Form to open a DC College Savings Plan account.

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Incoming Rollover Form

Request a direct rollover from another qualified 529 plan or Education Savings Account to a DC College Savings Plan account.

Manage your account Perform
online
Download
PDF
Account Information Change Form

Update existing information (name, address, phone number, successor account owner information) or transfer assets to a new account owner.

 
Automatic Investment / Electronic Bank Transfer Form

Start, change, or stop automatic bank transfer contributions or to add or change bank information for electronic contributions to your account.

Beneficiary Change Form

Change the beneficiary on an account or transfer a portion of the account assets to a new beneficiary's account.

Make a contribution/distribution Perform
online
Download
PDF
Additional Contribution Form

Make an additional contribution to your DC College Savings Plan account.

Investment Option Change/Future Contribution Allocation Form

Move money within a Plan account to a different investment option (allowed twice per calendar year) or to change investment options for future contributions (allowed anytime).

Incoming Rollover Form

Request a direct rollover from another qualified 529 plan or Education Savings Account to a DC College Savings Plan account.

Payroll Direct Deposit Form

Automatically deduct money from your paycheck and deposit it into a DC College Savings Plan account (if your employer offers payroll direct deposit), or change your existing deduction. If you are opening a new account, you can enroll online and select payroll direct deposit as your contribution method. (Note: If you are opening a new account, you can select "payroll" during your online enrollment.)

Distribution Request Form

Initiate a distribution from your account ("Perform online" is for qualified distributions only).

Other forms Perform
online
Download
PDF
Agent Authorization/Limited Power of Attorney

Grant another person or organization limited authority to act on your DC College Savings Plan account(s).

 
Organization Resolution Form

Identify the officers or other persons who are authorized to conduct transactions on a DC College Savings Plan account(s) on behalf of an organization.

 
Power of Attorney Form

Grant another person or organization authority to act on your DC College Savings Plan account(s).

 
Account Features Form

An overview of the features and benefits of DC College Savings Plan.

 
W-9 Request for Taxpayer Identification Number and Certification

Certify the account owner's or beneficiary's Social Security number or taxpayer ID number.