Manage your account or make an additional deposit.

The CollegeSure Investor Newsletter covers college investing, education and career preparation topics.

Online Forms

Printable account management forms.

CollegeSure 529 Program:

- Deposit Slips (pdf)
- Gift Certificate (pdf)
- Direct Rollover Form (pdf)
- Bank Direct Deposit Form (pdf)
- Payroll Direct Deposit Form (pdf)
- Change of Address Form (pdf)
- Change of Beneficiary Form (pdf)
- Successor Owner Form (pdf)
- UGMA/UTMA Ownership Form (pdf)
- Distribution Form (pdf)

InvestorSure 529 Program:

- Deposit Slips (pdf)
- Gift Certificate (pdf)
- Direct Rollover Form (pdf)
- Bank Direct Deposit Form (pdf)
- Payroll Direct Deposit Form (pdf)
- Change of Address Form (pdf)
- Change of Beneficiary Form (pdf)
- Successor Owner Form (pdf)
- UGMA/UTMA Ownership Form (pdf)

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