To initiate a rollover/transfer of assets from another 529-qualified tuition program or from a Coverdell Education Savings Account to your Bright Start account.
Automatic Investment Plan/Electronic Bank Transfer Form
To start, stop or change an automatic investment plan; make a one-time electronic bank transfer; add or change banking information on file.
To add funds to an existing account. Can be used by the account owner, family, or friends.
Employee Payroll Deduction Authorization Form
To begin, change, or stop a payroll deduction authorization.
UGMA/UTMA Update Form
To change the current Custodian or to add a successor Custodian to a UGMA or UTMA Account.