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Edvest College Savings Plan

Edvest College Savings plan account Information Change form Questions? Call toll-free Or write to the plan at Box 219437, Kansas City, MO 64121-9437 Visit Instructions Complete this form to update Participant or Beneficiary s information, update an account address, or to add/change a Contingent account Owner or Interested Party on your account . A Signature Validation Program (SVP) Stamp1 may be required as described in Sections 2 and 6, or if you intend to withdraw funds within 30 days of an address change.

Edvest College Savings Plan Account Information Change Form Questions? Call toll-free 1.888.338.3789 Or write to the Plan at P.O. Box 219437, Kansas City, MO 64121-9437

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1 Current Account Information New Account …

www.edvest.com

1 Edvest College Savings Plan Change of Account Owner/Beneficiary Form For Individual and Entity Accounts only Questions? Call toll-free 1.888.338.3789

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Edvest College Savings Plan

www.edvest.com

3 6 Instructions to your Current 529 Plan To my current Qualified Tuition Program: Please roll over the assets from my account(s) as requested below and mail a check to the Edvest College Savings Plan. Enclose a breakdown of the principal and earnings portion of the distribution with the check.

  Plan, College, Tuition, Savings, Vested, Edvest college savings plan

Edvest College Savings Plan Withdrawal Request …

www.edvest.com

1 Edvest College Savings Plan Withdrawal Request Form Questions? Call toll-free 1.888.338.3789 Or write to the Plan at PO Box 55189 Boston, MA 02205-5189

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1 Current Account Information - Edvest

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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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FM313 10/18 3 of 10 Section 3 Spouse beneficiary instructions (required only for a spouse beneficiary) Assets will be transferred in kind unless otherwise indicated on this form, a separate letter of instruction, or a new account application.

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4 of 15 CollegeAmerica Accoun pplication 01/13 2 Successor Owner or Successor Custodian designation Complete either A or B in this section. This section is not applicable to corporate and trust accounts. A. The Successor Owner must be a U.S. citizen or legal U.S. resident and becomes the Owner of the Account in the event the Account Owner dies or becomes legally incompetent.

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1 Account Information 2 Select a Payee - 529 plan

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6 Signature and Certification (This section must be signed or the withdrawal cannot be processed.) By signing below, I certify that the information contained in this Form, and in any required documentation, is true, complete and correct.I authorize a withdrawal from my Account based on this information. I understand and agree to all terms of the withdrawal as presented on this

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Kentucky’s Affordable Prepaid Tuition Account Owner’s ...

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Connecticut Higher Education Trust Withdrawal Request Form Use this form to withdraw funds from the Program Questions? Call toll-free 1-888-799-CHET (1-888-799-2438)

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