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

Browse the list below to find and download the right document for your needs.

Don’t forget, changes to your contact information like your mailing address, telephone number and email can be made in just a few clicks when you log into your account.


 TitleDescription
Account Services FormMake changes to your address, add/change bank information, or Automatic Monthly Contributions (AMC). Elect an individual to have rights to information on the account.
Recontribution FormRecontribute benefits to an account following a refund of any qualified higher education expenses from an eligible education institution.
Change the Beneficiary of Your AccountChange the Beneficiary to a Member of the Family of the current Beneficiary as defined in the Prepaid College Trust Disclosure Statement.
Change the Account Holder of Your AccountChange the Account Holder or Custodian. Change or add an Account Holder’s Successor.
Change the Tuition Plan or Payment Option of Your AccountRequest a conversion of your existing account to another tuition plan or projected enrollment year, or payment option. Make a significant payment.
Authorize Payroll Deduction – Maryland State EmployeesUse this form if you are a State or University of Maryland employee paid by Central Payroll.
Authorize Payroll Deduction - Non-Maryland State EmployeesNo form- Please contact the Maryland Prepaid College Trust for instructions.
Benefits Claim FormClaim Benefits from your Account for your Beneficiary’s attendance at a degree-granting institution.
Refund Request FormRequest a Refund or Reduced Refund.
Rollover FormUse this form to request a rollover from another 529 Savings Plan.
EnrollUse this form to enroll a beneficiary in one of the plans offered by Maryland 529.
Gift Contribution Forms and Certificates Use this form to make a gift contribution to an existing account, or to open your own savings account.

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 like your mailing address, telephone number and email, make changes to your established Automatic Monthly Contributions, or make a one-time contribution online, anytime, just by logging into your account.

 TitleDescription
Maryland State Contribution ProgramUse this form to apply for the Maryland State Contribution Program.
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 as defined in the College Investment Plan Disclosure Statement. 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.