Request one of your twice per calendar year Investment Option changes or to change your future contribution allocations.
Power of Attorney
Use this form if you are designating an individual, financial advisor or other person as your agent who will have complete authority to act on your account.
Profile Change
Change your name, address, phone number, email address, Successor Account Owner, Beneficiary Information, Interested Party Information or Trusted Contact Person information.
Registered Investment Advisor Authorization
Use this form to designate or change a Registered Investment Advisor (RIA).
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, including transfers of UGMA/UTMA accounts when the Beneficiary reaches Age of Majority.
Account Opening
Account Application
Open a new Plan Account for an Individual or an UGMA/UTMA.
Account Application for an Entity Account
Use this form to open a new Plan Account by a Trust, Estate, Business Entity 501(c)(3), or State or Local Government Agency.
Contributions
Additional Contribution Form
Use this form to contribute to an existing Plan Account.
Account Features
Add, change or delete your Recurring Contributions and Bank Information.
Incoming Rollover Form
Use this form to initiate a direct rollover from another 529 college savings plan (529 plan) or an Education Savings Account ("ESA") to an existing Account in the Minnesota College Savings Plan.
Gifting
Gift Certificate — Any Occasion
Gift Certificate — Birthday
Gift Certificate — Christening
Gift Certificate — Christmas
Gift Certificate — Graduation
Gift Certificate — Hanukkah
Gift Certificate — Kwanzaa
Gift Certificate — New Baby
Payroll Direct Deposit
Payroll Direct Deposit
Establish or modify Payroll Direct Deposit.
Withdrawals
Withdrawal Request Form
Use this form to request a full or partial Qualified Withdrawal, Non-Qualified Withdrawal or Indirect Rollover from your Minnesota College Savings Plan Account.
Browse by Type
Applications
Account Application
Open a new Plan Account for an Individual or an UGMA/UTMA.
Account Application for an Entity Account
Use this form to open a new Plan Account by a Trust, Estate, Business Entity 501(c)(3), or State or Local Government Agency.
Disclosures
Minnesota College Savings Plan Description
Annual Report — Minnesota 529 College Savings Plan
(A Fiduciary Fund of the State of Minnesota)
Forms
Account Features
Add, change or delete your Recurring Contributions and Bank Information.
Additional Contribution Form
Use this form to contribute to an existing Plan Account.
Change of Investment
Request one of your twice per calendar year Investment Option changes or to change your future contribution allocations.
Incoming Rollover Form
Use this form to initiate a direct rollover from another 529 college savings plan (529 plan) or an Education Savings Account ("ESA") to an existing Account in the Minnesota College Savings Plan.
Payroll Direct Deposit
Establish or modify Payroll Direct Deposit.
Power of Attorney
Use this form if you are designating an individual, financial advisor or other person as your agent who will have complete authority to act on your account.
Profile Change
Change your name, address, phone number, email address, Successor Account Owner, Beneficiary Information, Interested Party Information or Trusted Contact Person information.
Registered Investment Advisor Authorization
Use this form to designate or change a Registered Investment Advisor (RIA).
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, including transfers of UGMA/UTMA accounts when the Beneficiary reaches Age of Majority.
Withdrawal Request Form
Use this form to request a full or partial Qualified Withdrawal, Non-Qualified Withdrawal or Indirect Rollover from your Minnesota College Savings Plan Account.
Gift Certificates
Gift Certificate — Any Occasion
Gift Certificate — Birthday
Gift Certificate — Christening
Gift Certificate — Christmas
Gift Certificate — Graduation
Gift Certificate — Hanukkah
Gift Certificate — Kwanzaa
Gift Certificate — New Baby
Planning Tools
Compare College Savings Options
1247845
MNSAVES Inquiry Form
Thank you. We'll be in touch soon.
LEARN MORE
Get more information on MNSAVES sent directly to your email or a phone call.