MI 529 Advisor Plan

Forms & Resources

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Access Plan Materials
MI 529 Advisor Plan Description
 
Enrollment Brochure
 
Enrollment Kit
 
Account Opening
Account Application with Plan Description
Open a new Plan Account for an Individual or an UGMA/UTMA.
Account Application for an Entity Account with Plan Description
Open a new Plan Account by a Trust, Estate, Business Entity 501(c)(3), or State or Local Government Agency.
Account Application for a Corporate Account with Plan Description
Open a new Plan Account for an individual in an employer account.
Account Management
Profile Change Form
Use this form to change your name, address, phone number, email address, Successor Account Owner, Beneficiary Information, Interested Party Information or Trusted Contact Person information.
 
Change of Investment Form
Request one of your twice per calendar year Investment Portfolio changes or to change your future contribution allocations.
*If you are an Account Owner, please click here to access and submit form online.
Power of Attorney
Use this form if you are designating an individual, financial professional or other person as your agent who will have complete authority to act on your account.
 
Broker/Dealer Change Form
Use this form to change or modify Financial Professional information.
 
Transfer Due to Death of an Account Owner Form
Use this form to transfer account ownership due to death.
 
Transfer Form
Use this form if you are transferring to a different Account Owner or Beneficiary.
 
Contributions
Incoming Rollover Form
Use this form to rollover or transfer funds from another account into the Plan.
 
Additional Contribution Form
Use this form to contribute to an existing Plan Account.
*If you are an Account Owner, please click here to access and submit form online.
Account Features Form
Add, change or delete your Recurring Contributions and Bank Information.
*If you are an Account Owner, please click here to access and submit form online.
Gifting
Gift Deposit Form
Use this form to make additional contributions to the MI 529 Advisor Plan.
 
Gift Certificate — Any Occasion
 
Gift Certificate — Birthday
 
Gift Certificate — Graduation
 
Gift Certificate — Happy Holidays
 
Payroll Direct Deposit Form
Payroll Direct Deposit
Use this form to establish or modify Payroll Direct Deposit.
*If you are an Account Owner, please click here to access and submit form online.
Withdrawals
Withdrawal Request Form
Use this form to withdraw funds from the Plan.
 

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Applications
Account Application with Plan Description
Open a new Plan Account for an Individual or an UGMA/UTMA.
Account Application for an Entity Account with Plan Description
Open a new Plan Account by a Trust, Estate, Business Entity 501(c)(3), or State or Local Government Agency.
Account Application for a Corporate Account with Plan Description
Open a new Plan Account for an individual in an employer account.
Brochure & Kit
Enrollment Brochure
 
Enrollment Kit
 
Disclosures
MI 529 Advisor Plan Disclosure Booklet
 
Forms
Additional Contribution Form
Use this form to contribute to an existing Plan Account.
*If you are an Account Owner, please click here to access and submit form online.
Account Features Form
Add, change or delete your Recurring Contributions and Bank Information.
*If you are an Account Owner, please click here to access and submit form online.
Profile Change Form
Use this form to change your name, address, phone number, email address, Successor Account Owner, Beneficiary Information, Interested Party Information or Trusted Contact Person information.
 
Change of Investment Form
Request one of your twice per calendar year Investment Portfolio changes or to change your future contribution allocations.
*If you are an Account Owner, please click here to access and submit form online.
Power of Attorney
Use this form if you are designating an individual, financial professional or other person as your agent who will have complete authority to act on your account.
 
Broker/Dealer Change Form
Use this form to change or modify Financial Professional information.
 
Transfer Form
Use this form if you are transferring to a different Account Owner or Beneficiary.
 
Gift Deposit Form
Use this form to make additional contributions to the MI 529 Advisor Plan.
 
Payroll Direct Deposit Form
Use this form to establish or modify Payroll Direct Deposit.
*If you are an Account Owner, please click here to access and submit form online.
Incoming Rollover Form
Use this form to rollover or transfer funds from another account into the Plan.
 
Transfer Due to Death of an Account Owner Form
Use this form to transfer account ownership due to death.
 
Withdrawal Request Form
Use this form to withdraw funds from the Plan.
 
Gift Certificates
Gift Certificate — Any Occasion
 
Gift Certificate — Birthday
 
Gift Certificate — Graduation
 
Gift Certificate — Happy Holidays