1 Current Account Information - Edvest

1 Edvest College Savings Plan change of Account Owner/ beneficiary Form For Individual and Entity Accounts onlyQuestions? Call toll-free Or write to the Plan at Box 55189 Boston, MA 02205-5189 Visit Please read the Plan Disclosure Booklet, including the Participation Agreement (contained in the Plan Disclosure Booklet) before changing the Account Owner and/or beneficiary on a Plan Account . You may also wish to consult with your financial, legal and/or tax advisor before completing this form. If a change of Account Owner is requested, the new Account Owner must submit an Account Application, along with this form (unless the new Account Owner already maintains a Plan Account for the beneficiary ).

4 6 Signature and Authorization (This section must be signed for this change to take effect.) By signing this form, I authorize the transfer of my Account to another Account Owner and/or to change the Beneficiary as indicated on this form.

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  Change, Beneficiary

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