College Savings Plan Forms

Maryland 529 Forms

Paperwork doesn’t have to be a pain.

Need to make a change to your account with Maryland 529? Just choose your account type below to get on your way to finding the document you need. Know that you can log into your account to make a variety of changes.

Maryland Prepaid College Trust Account
Maryland College Investment Plan Account

Maryland Prepaid College Trust Forms

As we prepare for the transition of program management services to Intuition College Savings Solutions, LLC, we are no longer accepting Account Services request forms for the Prepaid College Trust.

Requests received in good order prior to 4:30pm on October 22, 2021 will be processed. If a request is received and is not in good order, attempts will be made to retrieve the missing information or documentation, but we cannot guarantee that the request will be processed if it was not submitted in good order.

All outstanding and/or not-in-good-order requests will be transferred to the new Program Manager for review beginning November 9, 2021.

For more information about the transition, please click here.  

Maryland College Investment Plan Forms

Search the list below to find and download the right form for you.

Don't forget, you can update your contact information, request contributions, distributions, or exchanges, add or update banking information, or sign up for paperless services, anytime, just by logging into your account.

 TitleDescription
Maryland State Contribution ProgramThe 2021 application period is now closed.
Account Services FormMake changes to contact information, bank information, Automatic Monthly Contributions (AMC), or add/change banking information for Electronic Funds Transfers.
Account Holder Change FormChange the Account Holder or Custodian, add an Account Holder’s Successor, update an address for a current Account Holder’s Successor.
Beneficiary/Portfolio Change Form Change the Beneficiary to a Member of the Family of the current Beneficiary. Move money or transfer from one portfolio to another portfolio.
Rollover FormRequest a rollover from another 529 savings plan.
Distribution Request Form Request a distribution from your account.
Custodian Removal FormRemove a custodian.
Maryland State Employee Payroll Deduction FormUse this form if you are a State or University of Maryland employee paid by Central Payroll to initiate, change or cancel payroll deductions.
Investment SlipUse this form to make an additional contribution to your account.
Gift Contribution Forms and Certificates Use this form to make a gift contribution to an existing account, or to open your own savings account.
Tax Refund Direct Deposit FormUse this form to deposit your tax refund directly into your account.