Account Maintenance Forms

This area provides access to the forms you need to update your tomorrow's scholar^® account. The forms listed below are in PDF format. To view and print PDF forms, you must have Adobe Acrobat Reader installed. If you do not have Adobe Acrobat Reader, you may download it free of charge.

Completed forms should be mailed to:

Regular Mail	Overnight Mail
tomorrow's scholar c/o Wells Fargo P.O. Box 55245 Boston, MA 02205-8410	tomorrow's scholar c/o Wells Fargo Attn: CCSU-Boston Financial 30 Dan Road Canton, MA 02021-2809

Forms
Account Builder Enclose this form with additional investments to ensure the proper processing of your investment.
Account Change Request Update addresses, contribution methods, bank information, and successor account owner information.
Change of Beneficiary Change the Designated Beneficiary on your account.
Certification of Authorized Individuals Name the individuals authorized to sign on behalf of your corporation, unincorporated association, or partnership.
Designation of Successor Custodian for UGMA/UTMA Accounts Complete this form to designate a successor custodian for your UGMA/UTMA tomorrow's scholar account.
Distribution Request Complete this form to request a distribution from your account.
Investment Change Form Change your investment option. Investment changes on an existing account are permitted up to the annual investment change limit without a change in Designated Beneficiary.
Name Change Authorization Change your name or the name of the Designated Beneficiary on your tomorrow's scholar account.
Payroll Direct Deposit Set up automatic deposits of all or part of your paycheck to your account.
Power of Attorney – Individual Agent/Durable Establish an Individual Agent Power of Attorney (POA) on your account. A POA may not be used for a 529 plan program UGMA/UTMA custodial or guardianship account.
Program Description and Participation Agreement Details about the tomorrow's scholar college savings plan.
Rights of Accumulation and Letter of Intent Establish Rights of Accumulation (ROA) and Letter of Intent (LOI) on your tomorrow's scholar account.
Rollover From a 529 Plan Transfer funds from another state's 529 plan into your tomorrow's scholar account.
Systematic Exchange Plan Complete this form to establish a Systematic Exchange Plan between two tomorrow's scholar accounts.
Systematic Withdrawal Plan Complete this form to establish a Systematic Withdrawal Plan on your tomorrow's scholar account.
Trading Authorization Form Complete this form to establish trading authorization on your tomorrow's scholar account.
Transfer of Ownership Complete this form and an Account Application signed by the new Account Owner to transfer ownership of your tomorrow's scholar account(s) to a new Account Owner.
Investment Certificates
If you will be making a contribution as a gift, you may print a certificate and present it to the student or the account owner.
Gift Certificate (printer-friendly) - Cap and Books
Gift Certificate (printer-friendly) - Diploma
Gift Certificate (printer-friendly) - Gift/Holiday

This Web site is accompanied by a current program description for the tomorrow's scholar^® plan.

An investor's or a designated beneficiary's home state may offer state tax or other benefits that are only available for investments in that state's qualified tuition program. Please consider this before investing.

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