Home / Account Forms

Account Forms

Use one or more of the following forms to make changes to your Minnesota College Savings Plan account. You must submit a separate form for each account you own unless otherwise indicated. Simply download and print the appropriate form, complete in its entirety and mail to:

Minnesota College Savings Plan
PO Box 55134
Boston, MA 02205-5134

All of the below forms are in PDF format and require the free Adobe Acrobat Reader.

Name	Purpose
Account Application	The Minnesota College Savings Plan offers three types of account ownership: Individual, Minor Trust or Entity Account. Please read the Disclosure Booklet and Participation Agreements carefully before opening an Account. Be sure to choose the type of account that is appropriate for you: Individual Account Use this form to open an account by an individual (typically by a parent, grandparent, family member or friend). See a sample completed form [PDF, 92KB]. Minor Trust Account (custodial) Use this form to open an account under the Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA), or trustee for a minor under age 18. Unlike other types of accounts, a custodial account owner is acting purely in a representative capacity for the minor beneficiary, who is the legal owner of the account. Please read the Important Information about Minor Trust Accounts, contained in the Account Application for a Minor Trust, before opening this type of account. You should also be aware that funds deposited into this type of account cannot be transferred or rolled over to another account owner or beneficiary. See a sample completed form [PDF, 189KB]. Entity Account Use this form to open an account for a trust, estate, business entity, IRC 501(c)(3) organization or a state/local government. See a sample completed form [PDF, 200KB].
Account Services Form	Use this form to add or modify your account information, such as a change in account owner or beneficiary address or telephone numbers. You can also use this form to add, modify or revoke a contingent account owner designation. See a sample completed form [PDF, 132KB]. You should be aware that a contingent account owner can only be named for an Individual account and may become the account owner upon the death of the current account owner, subject to account ownership requirements set forth in the Disclosure Booklet.
Additional Contribution by Mail	Use this form to contribute to an existing Minnesota College Savings Plan account. See a sample completed form [PDF, 92KB].
Annual Rebalance Form*	Use this form to rebalance or transfer assets among Investment Options for the same beneficiary once per calendar year. See a sample completed form [PDF, 109KB].
Authorization for Automatic Payroll Deduction	Use this form to establish or modify automatic payroll deduction contributions. Your employer must allow the payroll deduction feature. Use only one form to allocate your payroll deductions among accounts you may own for one or more beneficiaries. An account should be established before providing the payroll deduction form to your employer. See a sample completed form [PDF, 118KB]. You can also make recurring contributions from your bank account. See the Electronic Banking Information Form for details.
Change of Account Owner*	Use this form to change the account owner on a Plan account. (Only an Individual or Entity Account can use this form. A change of account owner is not permissible for Minor Trust Accounts.) See the note below for more information about using this form. See a sample completed form [PDF, 113KB].
Change of Beneficiary*	Use this form to change the beneficiary on your Plan account. (Only an Individual or Entity Account can use this form because a change of beneficiary is not permissible for Minor Trust Accounts.) See the note below for more information about using this form. See a sample completed form [PDF, 119KB].
Electronic Banking Information Form	Use this form to add, change or delete banking information on your account. You can establish an Automatic Contribution Plan or elect the Electronic Purchase Option by completing this form. See a sample completed form [PDF, 147KB].
Matching Grant Application	Use this form to apply for a Minnesota Matching Grant. A new form must be completed each year for contributions made in the previous calendar year (if eligibility requirements are met). You must reapply each year for each eligible beneficiary. The completed Matching Grant application must be postmarked by May 1 of the current year for previous year contributions. The 2009 Matching Grant application must be received by May 1, 2010.
Rollover Form for New or Existing Plan Accounts	Use this form to request a direct rollover from another qualified 529 plan. This form may also be used to make an indirect rollover of assets within 60 days from another 529 plan, Coverdell Education Savings account or from the redemption of a qualified U.S. Savings Bond. See a sample completed form [PDF, 124KB].
Withdrawal Request Form†	Use this form to withdraw assets from an existing account. See a sample completed form [PDF, 217KB]. Online withdrawal is also available. Click here to access your account and request an online withdrawal.

* Note: If you submit an Annual Rebalance Form, Change of Account Owner and/or Change of Beneficiary AND you participate in automatic payroll deduction, the Automatic Contribution Plan (ACP) and/or the Electronic Purchase Option, then you may need to submit an Authorization for Automatic Payroll Deduction and/or Electronic Banking Information Form along with your request. Please read each form carefully or call for assistance.

†Online withdrawals are now available. You may request a withdrawal from your account online that will be sent via Automated Clearing House‡ to your bank account, as long as your banking information has been on file with your account for at least 30 days and your address has not changed within the last 30 days. Non-qualified withdrawals are subject to income taxes and the federal additional 10% tax.

‡Automated Clearing House payments may take several days to be deposited into your bank account.

Need additional help?

Questions? Read the FAQ and the Minnesota College Savings Plan Disclosure Booklet (PDF, 773KB), or call us toll-free at

1-877-338-4646.

We're available Monday through Friday, 7:00 am - 7:00 pm Central Time.

To download a Program Enrollment Booklet click here.

Tell a Friend

Let a friend know about the Minnesota College Savings Plan.