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)
• Set up direct deposits from your paycheck (PDF)
• For CA plan only, set up Payroll Deduction

Statements

• Receive online statements*

Withdrawing From Your Account

• Request a distribution (PDF)

Change Investment Instructions

• Investment Instructions (PDF)

More Ways to Manage Your Account

• See More Forms