Forms and Literature

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. If you are experiencing problems with downloading a PDF, we suggest using a different browser or saving the PDF to your personal computer and using Adobe. Please note that some of these transactions can be done online, as indicated.

 
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Account Application
Use the Learning Quest Application to open an account directly through American Century Investments. Use the Learning Quest Advisor Application to establish an account through a Broker/Dealer.
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Form
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Enrollment Kit
Receive everything by mail that you'll need to open an account directly with Learning Quest. If you are working with a financial professional, please contact your advisor for enrollment materials.

(Adobe® Reader software, available free, is required to download or print the materials.)
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Handbook
Use this Handbook to learn about the features and benefits of a Learning Quest or Learning Quest Advisor account.
 
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Additional Contribution Form
Make an additional contribution to your existing account.
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Form
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Form
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Incoming Rollover Form
Request a direct rollover from another qualified 529 plan or Education Savings Account to a Learning Quest or Learning Quest Advisor account.
 
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Form
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Form
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Payroll Deduction Form
Automatically deduct money from your paycheck and deposit it into your account (if your employer offers payroll deduction), or change your existing deduction. If you're opening a new account, you can select payroll deduction as your contribution method.
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Online
Form
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Form
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Withdrawal Request Form
Initiate a 529 withdrawal from your existing account.
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Form
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Form
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529 to Roth Rollover Form
Request a direct rollover of 529 funds to the Beneficiary's Roth IRA at another Financial Institution.
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Download Download
 
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Account Features Form
Use this form to add, change, or delete important account features and services, including initiating or changing a recurring contribution or a systematic 529 withdrawal/exchange.
 
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Form
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Form
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Account Maintenance Form
Update account information (change the name, address, phone number) for the account owner or beneficiary, or designate or replace the successor account owner/responsible individual.
 
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Form
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Form
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Investment Option Change/Future Allocation Form
Change 529 investment options or change future allocations to your existing account.
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Online
Form
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Form
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Beneficiary Change Form
Change the beneficiary on an existing account or transfer a portion of the account assets to a new beneficiary's account.
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  Download   Download
Account Owner Change Form
Add a joint account owner on an existing account or transfer the assets to a new account owner.
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Registered Investment Advisor Authorization Form
Use this form to designate or change a Registered Investment Advisor (RIA) on your Learning Quest account.
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Limited Durable Power of Attorney Form
Complete this form to designate an individual to act as your Attorney-in-fact ("Agent") with limited authority on your Learning Quest Account(s).
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Broker Dealer Change Request Form
Use this form to authorize a change of the Financial Advisory firm listed on your Learning Quest Advisor account.
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      Download
 
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Form 709
 
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Instructions for Form 709
 
 
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Form 1099-Q
 
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Form W-9
 
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