Forms and Literature

The following forms and literature are available for download to help you learn more about the Advisor-Guided Plan as well as service your existing account. Please note that these forms are available in Adobe Acrobat (PDF) format. If you do not have the Adobe Acrobat Reader, please go to the Adobe website to download.

Please contact your financial advisor for new account applications.

On Course to College. Opens a PDF

On Course to College Opens PDF

Apr 01, 2016 | PDF

Six ways to reach college savings goals with a 529 plan

College Planning Essentials. Opens a PDF

College Planning Essentials Opens PDF

Nov 07, 2016 | PDF

This booklet is filled with easy-to-understand charts to help college savers overcome common myths and make well-informed savings and investment decisions.

Financial aid: myths and facts. Opens a PDF

Financial aid: myths and facts Opens PDF

Apr 30, 2016 | PDF

Learn more about the financial aid process – including the truth about several myths

NY529 Monthly Performance Report. Opens a PDF

NY529 Monthly Performance Report Opens PDF

Jan 31, 2017 | PDF

View recent performance information for all Advisor-Guided Plan investment options.

Account withdrawal guide. Opens a PDF

Account withdrawal guide Opens PDF

Oct 03, 2016 | PDF

Q&A to help explain the process to withdrawal funds from Advisor-Guided Plan accounts.​

Advisor-Guided Plan Gift Coupons. Opens a PDF

Advisor-Guided Plan Gift Coupons Opens PDF

Aug 22, 2012 | PDF

Use these contribution coupons and gift certificate to make gift contributions to an existing Advisor-Guided Plan account. Call 1-800-774-2108 to order.

Advisor-Guided Plan Growth Chart. Opens a PDF

Advisor-Guided Plan Growth Chart Opens PDF

Aug 22, 2012 | PDF

Encourage children to 'Let Dreams Take Flight' with this growth chart. Call 1-800-774-2108 to order.

Advisor-Guided Plan Disclosure Booklet. Opens a PDF

Advisor-Guided Plan Disclosure Booklet Opens PDF

Sep 30, 2016 | PDF

Information on the Plan's investments and rules. Read this carefully before opening an account.

NY529 Rollover Form. Opens a PDF

NY529 Rollover Form Opens PDF

Mar 31, 2015 | PDF

Use this form to initiate a direct rollover into your Advisor-Guided account from another 529 plan or an Education Savings Account....

NY529 Rights of Accumulation Form. Opens a PDF

NY529 Rights of Accumulation Form Opens PDF

Apr 14, 2015 | PDF

Reduce sales charges associated with the purchase of qualifying units by aggregating your investments.

NY529 Automatic Investment Plan and Electronic Bank Transfer Form. Opens a PDF

NY529 Automatic Investment Plan and Electronic Bank Transfer Form Opens PDF

Sep 10, 2015 | PDF

Start, change, or stop automatic bank transfer contributions; add or change bank information for electronic contributions to your account.

NY529 Beneficiary Change Form. Opens a PDF

NY529 Beneficiary Change Form Opens PDF

Apr 15, 2016 | PDF

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

NY529 Account Information Change Form. Opens a PDF

NY529 Account Information Change Form Opens PDF

Sep 10, 2015 | PDF

Use this form to change personal information on your Advisor-Guided Plan account.

NY529 Account Owner Change Form. Opens a PDF

NY529 Account Owner Change Form Opens PDF

Sep 10, 2015 | PDF

Use this form to transfer your entire Advisor-Guided Plan account balance to a new account owner.

The Gift of Education

Give the gift of learning

Encourage your loved ones to give the gift of college

Find out how
FAQ
What qualifies as a higher education expense?
FAQ
Eligible expenses can include tuition, fees, certain room and board expenses, books and supplies at any eligible institution of higher education.