Forms

Please select the appropriate form below by clicking on the title. You may also request forms by contacting the NEST Direct Plan at 1.888.993.3746.

Open an account Perform
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These forms and literature are popular for people to read and use when opening a NEST Direct account. You can also open an account quickly online by clicking the picture of the mouse next to the Enrollment Form.

Enrollment Kit Components:
   
Enrollment Form

Review the Enrollment Materials and use this Enrollment Form to open a NEST Direct Plan account.

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Program Disclosure Statement

An in-depth description of the rules and regulations of the NEST Direct Plan.

 
Incoming Rollover Form

Request a direct rollover from another 529 Plan or Education Savings Account to a NEST Direct Plan account. Form also used to deposit assets from another 529 Plan that have already been redeemed (indirect rollover).

 
Product Brochure

An overview of the features and benefits of the NEST Direct Plan.

 
Manage your account Perform
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Account Information Change Form

Update existing information (name, address, phone number, successor account owner information) or transfer assets to a new account owner.

 
Beneficiary Change Form

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

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Limited Power of Attorney Form

Designate an individual, corporation, or other entity as your agent with limited authority to act on your NEST Direct Plan account.

 
Power of Attorney Form

Designate an individual, corporation, or other entity as your agent with the complete authority to act on your NEST Direct Plan account.

 
Organization Resolution Form

Identify the officers or other persons who are authorized to conduct transactions on a NEST Direct Plan account(s) on behalf of an organization.

 
Form W-9 Request for Taxpayer Identification Number and Certification

Certifies the account owner's or beneficiary's Social Security number or Taxpayer ID number.

 
Make a contribution Perform
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Account Features Form

Start, change, or stop automatic bank transfer contributions or add or change bank information for electronic contributions to a NEST Direct Plan account.

Additional Contribution Form

Make an additional contribution to your NEST Direct Plan account with this coupon.

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Incoming Rollover Form

Request a direct rollover from another 529 Plan or Education Savings Account to a NEST Direct Plan account. Form also used to deposit assets from another 529 Plan that have already been redeemed (indirect rollover).

 
Investment Option Change/Future Contribution Allocation Form

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

Payroll Direct Deposit Form

Automatically deduct money from your paycheck and invest it into a NEST Direct Plan account, (if your employer offers payroll direct deposit), or change your existing deduction. If you're opening a new account, you can enroll online and select payroll direct deposit as your contribution method.

Make a withdrawal Perform
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Withdrawal Request Form

Initiate a withdrawal from your NEST Direct Plan account.