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Download or Request an Application
To order or download your EdVest enrollment kit, please complete and submit the form below. If you select the View and Print option below to download the enrollment kit, please complete the remainder of the form. We do not provide this information to a third party.

You may also view a program description or download the forms needed to update your account information, add account options, or request a distribution.

1 How would you like to receive your information?
  View and print
  Mail
 
2
Please complete the information below. This information is requested in order to better serve you. Fields listed in bold are required fields.
Title:
First Name:
Middle Initial:
Last Name:
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Address 1:
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Zip Code:
E-mail Address: 
Daytime Phone: 
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What type of account do you wish to open?
 
Individual or Custodial (UGMA/UTMA)
Trust, Corporate, or other Institutional Account
 
3 Did you learn about EdVest through Wells Fargo & Company or one of its affiliates?
  Yes
  No
 
4 Please send me more information on the following items:
  529 Plan Rollovers
  Systematic Exchange Plan