529 Account Management

Find the forms you need to make managing your 529 account easier. Follow the links below to set up automatic investing and direct deposits, update your beneficiary information, request online statements, and other important tasks.

Move Money Online

• Transfer money to your 529 account

Move Money Automatically

• Set up automatic investments into your 529 account from a bank
• Use this form to set up automatic investments from your Fidelity account. This form may also be used to set up recurring investments from your bank (PDF) . This page will open in a popup window.
• Set up direct deposits from your paycheck (PDF) . This page will open in a popup window.

Withdrawing From Your Account

• Pay college bills online
• Request a 529 withdrawal by mail (PDF) . This page will open in a popup window.

Statements

• Receive online statements

Change Investment Instructions

• Investment Instructions (PDF) . This page will open in a popup window.

More Ways to Manage Your Account

• See More Forms