Forms

Account Forms

Select the appropriate form below by clicking on the name. The form will be displayed in PDF format suitable for printing. You must have Adobe® Reader software (available free at www.adobe.com) to download or print the forms. Please note that some of these transactions can be done online, as indicated below.

 

 

 

Open an account Do it
online
Download
it now
Enrollment Kit

Read the Disclosure Statement before opening an account as it contains important information you need to know before investing.

   
Enrollment Kit components:
Product Brochure

An overview of the features and benefits of the SSGA Upromise 529

  grx_icon_pdf.gif
Product Brochure - Nevada Residents

An overview of the features and benefits of the SSGA Upromise 529.

  grx_icon_pdf.gif
Disclosure Statement

Important information about the plan, investments, expenses, and transactions.

  grx_icon_pdf.gif
Enrollment Form

Use this Enrollment Form to open a SSGA Upromise 529 account.

grx_icon_online.gif grx_icon_pdf.gif
Incoming Rollover

Request a direct rollover from another qualified 529 plan or Education Savings Account to a SSGA Upromise 529 account.

grx_icon_online.gif grx_icon_pdf.gif
Account changes Do it
online
Download
it now
Account Information Change Form

Update existing information of the account owner's profile (name, address, phone number, successor account owner information) or transfer assets to a new account owner

grx_icon_online.gif grx_icon_pdf.gif
Beneficiary Change Form

Change the beneficiary on an existing SSGA Upromise 529 account or transfer a portion of the account assets to a new beneficiary's account

grx_icon_online.gif grx_icon_pdf.gif
Investment changes Do it
online
Download
it now
Exchange/Future Contribution (Allocation) Change Form

Move money within a Plan account to a different investment option (allowed once per calendar year) or change investment options for future contributions (allowed anytime)

grx_icon_online.gif grx_icon_pdf.gif
Contributions Do it
online
Download
it now
Payroll Deduction Form

Automatically deduct money from your paycheck and deposit it into a SSGA Upromise 529 account (if your employer offers payroll deduction), or change your existing deduction. (If you're opening a new account, you can enroll online and select payroll deduction as your contribution method. Or include your payroll deduction instructions on the Enrollment Form.)

grx_icon_online.gif grx_icon_pdf.gif
Recurring Contributions/Electronic Bank Transfer Form

Start, change, or stop recurring contributions or add or change bank information for electronic contributions to a SSGA Upromise 529 account

grx_icon_online.gif grx_icon_pdf.gif
Incoming Rollover Form

Request a direct rollover from another qualified 529 plan or Education Savings Account to a SSGA Upromise 529 account

grx_icon_online.gif grx_icon_pdf.gif
Withdrawals Do it
online
Download
it now
Withdrawal Request Form

Initiate a withdrawal from your account

grx_icon_online.gif grx_icon_pdf.gif
Verification   Download
it now
Form W-9 Request for Taxpayer Identification Number and Certification

Certify the account owner's or beneficiary's Social Security number or taxpayer ID number

  grx_icon_pdf.gif
Authorization   Download
it now
Agent Authorization/Limited Power of Attorney

Authorize a person or organization to discuss your accounts with a plan representative, receive information about your accounts, and act on your behalf with respect to your accounts.

  grx_icon_pdf.gif
Power of Attorney

Grant an agent the authority to act on your accounts.

  grx_icon_pdf.gif
Organization Resolution Form

Identify the officers or other persons who are authorized to act upon accounts on behalf of an organization.

  grx_icon_pdf.gif
sage_yellow.png

START SAVING WITH SAGE

In honor of 529 Month we are giving away 5 $529 scholarships.

Enter Now 

BoyWithPlane.jpg

COLLEGE SAVINGS DOESN’T TAKE A VACATION

Set up recurring contributions to keep investing all year.

Log in
GirlSinging.jpg

NEVADA COLLEGE KICK START

Do you already have a College Kick Start account?

Start your own 529 account
Ugift.jpg

GIFT GIVING

Ugift makes giving and receiving the gift of college savings easy!

Learn more
Organizations.jpg

EMPLOYERS AND COMMUNITY GROUPS

Help the families you represent save for college.

Learn more
Superkid.jpg

15 MINUTE ENROLLMENT

It takes just minutes to open an account.

Get started
1

Forms

Download account forms
faq.png

FAQ

Read up on Frequently Asked Questions
1

Contact us

Reach out to the SSGA Upromise 529 Plan

For more information about the SSGA Upromise 529 Plan ("the Plan") download the Plan Description and Participation Agreement or request one by calling 1-800-587-7305. Investment objectives, risks, charges, expenses, and other important information are included in the Plan Description and Participation Agreement; read and consider it carefully before investing.

Please Note: Before investing in any 529 plan, you should consider whether your or the beneficiary's home state offers a 529 plan that provides its taxpayers with favorable state tax and other benefits that are only available through investment in the home state's 529 plan. You also should consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state's 529 plan(s), or any other 529 plan, to learn more about those plans' features, benefits and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

The Plan is administered by the Board of Trustees of the College Savings Plans of Nevada (the "Board"), chaired by the Nevada State Treasurer. Ascensus Broker Dealer Services, Inc. (“ABD”) serves as the Program Manager. ABD has overall responsibility for the day-to-day operations, including distribution of the Plan and provision of certain marketing services. State Street Global Advisors (“SSGA”) serves as Investment Manager for the Plan except for the Savings Portfolio, which is managed by Sallie Mae Bank, and also provides or arranges for certain marketing services for the Plan. The Plan's Portfolios invest in either (i) Exchange Traded Funds and mutual funds offered or managed by SSGA or its affiliates; or (ii) a Federal Deposit Insurance Corporation (FDIC)-insured omnibus savings account held in trust by the Board at Sallie Mae Bank. Except for the Savings Portfolio, investments in the Plan are not insured by the FDIC. Units of the Portfolios are municipal securities and the value of units will vary with market conditions.

Investment returns will vary depending upon the performance of the Portfolios you choose. Except to the extent of FDIC insurance available for the Savings Portfolio, you could lose all or a portion of your money by investing in the Plan, depending on market conditions. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.

Upromise is an optional service offered by Upromise, Inc., is separate from the SSGA Upromise 529 Plan, and is not affiliated with the State of Nevada or ABD. Separate terms and conditions apply to the Upromise service and are available on the Upromise website at www.upromise.com. Participating companies, contribution levels, and terms and conditions are subject to change at any time without notice. Transfers from Upromise to an SSGA Upromise 529 Plan account are subject to a $25 minimum.

Standard & Poor's®, S&P® and SPDR® are registered trademarks of Standard & Poor's Financial Services LLC (S&P); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation’s financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.


Upromise and the Upromise logo are registered service marks of Upromise, Inc. Ugift is a registered service mark of ABD. State Street Global Advisors and SSGA are registered trademarks of State Street Corporation. All other marks are the exclusive property of their respective owners. Used with permission.