Forms & Documents
In most cases, you can open and manage your account online or over the phone. If you prefer, you can download forms and documents here, print them out, and send them back to us at:
UA College Savings Plan
P.O. Box 17300
Baltimore, MD 21297-1300
And of course, if you have any questions, we welcome your call at
Account Services Form
Update your contact information or bank information; add or change a successor; request duplicate statements or confirmations; and add or update Automatic Monthly Contributions (AMC).
Annual Report 06/30/18
Beneficiary/Portfolio Change Form
Change the beneficiary or portfolio.
Add additional contributions to an account.
Remove a Custodian or rename the Custodian as the Account Holder.
Request distributions from your account. We recommend that you complete and return this form two weeks before you need your distribution. Distributions for the ACT Portfolio must be handled using the PDF of the form.
Employee Payroll Deduction Form
Enroll an Employee into the UA College Savings Plan Payroll Deduction Option. The Employee's account must be opened prior to completing this form.
Get everything you need to enroll in our Plan including our Plan Disclosure Document.
Gift Contribution Slip
Make a gift contribution to an existing account.
New Account Agreement Form
Open an Account in the UA College Savings Plan. Please review the Plan Disclosure Document before completing the New Account Agreement.
Payroll Deduction Portal Access Form
For Employers to establish the UA College Savings Plan Payroll Deduction Option for their organization.
PFD Direct Deposit Form
Sign up to deposit your full PFD contribution into your account. Remember you must also answer "Yes" on your PFD application to be entered into the $25K Scholarship Account Giveaway. Certain restrictions apply, see the complete rules for details.
PFD Refund Form
Request a refund of your contribution made through the PFD into the ACT Portfolio.
Plan Disclosure Document
Understand the terms and details of participating in our Plan. This information should be read carefully before investing.
Tax Refund Direct Deposit Form
Sign up to deposit your income tax refund into your account.
Transfer Between Accounts Form
Transfer assets from one Account to another Account within the Plan.