HomeSelect Series AccountDownload Forms (Select Series)

Select Series Account Forms

Here are the forms you’ll need to manage your NextGen 529 Client Select Series Account. Your financial advisor can also help you with any of these forms.

NOTE: The forms below are for Select Account owners who receive their statements from Vestwell. If you have a NextGen 529 Select Account and work with a Merrill advisor, contact your advisor for help with your account, or use the MyMerrill online platform and mobile app.

Download Icon
529 to Roth IRA Rollover Form

With your tax advisor, use this form to roll unused funds from a 529 account to a Roth IRA.

Get the 529 to Roth IRA Rollover Form

Download Icon
Account Application Form

With your financial advisor, use this form to open an individual or UTMA/UGMA NextGen 529 account for yourself or a Designated Beneficiary.

Get the Account Application Form

Download Icon
Entity Account Application Form

Use to open a NextGen 529 account to be owned by an entity.

Get the Entity Account Application Form

Download Icon
Change Broker of Record Form

Use to change the broker of record on a NextGen 529 account.

Get the Change Broker of Record Form

Download Icon
Automated Funding Service

Fill out this form to setup, remove, or replace recurring Automated Funding Service (AFS) contributions to your NextGen 529 account. Return this form together with a voided check from your checking account or a bank statement.

Get the Automated Funding Service Form

Download Icon
Payroll Deduction Form

Fill out this form to set up payroll deduction contributions to your NextGen 529 account, or to change existing payroll deduction contributions. Once completed you’ll need to give a copy of this form to your employer and mail the original to NextGen 529 at the address indicated.

Get the Payroll Deduction Form

Download Icon
Incoming Rollover/Direct Transfer Form

Please complete and submit this form to make a rollover from another state’s 529 plan, a UGMA/UTMA account, a Coverdell Education Savings Account (ESA), qualified U.S. Savings Bonds, or a direct transfer from an existing NextGen 529 account.

Get the Incoming Rollover/Direct Transfer Form

Download Icon
Investment Change Form

Fill out this form to make changes to the current assets or your future contributions in your NextGen 529 account. Participant/Account Owner may exchange or change how existing NextGen 529 assets are allocated for the same Designated Beneficiary twice per calendar year or upon a change of the Designated Beneficiary. Future contributions may be changed at any time.

Get the Investment Change Form

Download Icon
Change Information Form

Use this form to change an account address, telephone number, email address, or name, or correct a date of birth or Social Security number on a NextGen 529 account. Also use this form to update an account name due to marriage or divorce or legal name change.

Get the Change Information Form

Download Icon
Change of Designated Beneficiary/Transfer Funds Form

Use this form to change the Designated Beneficiary for your individual NextGen 529 account. The new Designated Beneficiary must qualify as a “Member of the Family” of the Designated Beneficiary, see the Program Description and Participation Agreement for details. Along with this form, a Client Select Account Application must also be included if you don’t currently have an account registered for the new Designated Beneficiary.

Get the Change of Designated Beneficiary/Transfer Funds Form

Download Icon
Change Participant Form

Use this form to change the Participant/Account Owner for the NextGen 529 account. Along with this form, a Client Select Series Account Application Form must also be completed and signed by the new Participant. Please reach out to your Financial Advisor for assistance.

Get the Change Participant Form

Download Icon
Withdrawal Form

Fill out this form to make a full or partial withdrawal from your NextGen 529 account. Withdrawals can also be made over the phone or online using the applicable links on NextGenforME.com. If withdrawing Maine Matching Grants, this must be done via phone or using this form.

Get the Withdrawal Form

Download Icon
Interested Party Duplicate Statement Request Form


Use this form to authorize NextGen 529 to send duplicate account statements to an interested party.

Get the Interested Party Duplicate Statement Request Form

Download Icon
Series Change Form


Use this form to transfer assets between the Client Select Series and Client Direct Series within NextGen 529.

Get the Series Change Form

USRRMH0724U/S-3677100