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Account Forms

The following forms will help you maintain your MESP account. Simply download and print the appropriate form, fill out and mail to:

Michigan Education Savings Program
P.O. Box 30361
Lansing, MI 48909-7861

Michigan Education Savings Program
30 Dan Road
Canton, MA 02021

All of the below forms are in PDF format and require the free Adobe Acrobat Reader.

Form Purpose

Account Application
The Michigan Education Savings Program (MESP) offers three types of account ownership: Individual, Custodial Account for a Minor or Entity Account. Please read the Disclosure Booklet carefully before opening an Account. Be sure to choose the type of Account that is appropriate for you.

Individual Account Use this form to open a MESP account by an individual (typically a parent, grandparent, family member or friend). See a sample completed form.

Custodial Account for a Minor (UGMA/UTMA) Use this form to open an Account under the Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA). Unlike other types of accounts, a custodial account owner is acting purely in a representative capacity for the minor beneficiary, who is the legal owner of the account. Please read the Important Information about Custodial Accounts for a Minor, contained in the Account Application for a Custodial Account, before opening this type of account. You should also be aware that funds deposited into this type of account cannot be transferred or rolled over to another account owner or beneficiary. See a sample completed form.

Entity Account Use this form to open an account for a trust, estate, or an IRC 501(c)(3) organization. See a sample completed form.

Account Services Form
Use this form to add or modify your Account information, such as a change Account Owner or Beneficiary addresses or telephone numbers. You can also use this form to add, modify or revoke a Contingent Account Owner designation. See a sample completed form.

You should be aware that a Contingent Account Owner can only be named for an Individual Account and may become the Account Owner upon the death of the current Account Owner, subject to account ownership requirements set forth in the Disclosure Booklet.

Additional Contribution by Mail Use this form to contribute to an existing MESP Account. See a sample completed form.

Annual Rebalance Form * Use this form to rebalance, or transfer, assets among Investment Options for the same Beneficiary once per calendar year. See the note below for more information about using this form. See a sample completed form.

Authorization for Automatic Payroll Deduction
Use this form to establish or modify automatic payroll deduction only if your employer agrees to offer this option. Use only one form to allocate your payroll deductions among Accounts you may own for one or more Beneficiaries. See a sample completed form.

You can also make recurring contributions from your bank account. See the Electronic Banking Information Form for details.

Change of Account Owner * Use this form to change the Account Owner on a Program Account. (Only an Individual or Entity Account can use this form because a change of Account Owner is not permissible for Custodial Accounts for a Minor.) See the note below for more information about using this form. See a sample completed form.

Change of Beneficiary * Use this form to change the Beneficiary on a MESP Account. (Only an Individual or Entity Account can use this form because a change of Beneficiary is not permissible for Custodial Accounts for a Minor.) See the note below for more information about using this form. See a sample completed form.

Electronic Banking Information Form Use this form to add, change or delete your bank information from your Account. You can establish an Automatic Contribution Plan (ACP) or elect the Electronic Purchase Option by completing this form. See a sample completed form.

Matching Grant Application Use this form to apply for a State Matching Grant from the State of Michigan on behalf of the Beneficiary, subject to the eligibility requirements. See a sample completed form.

Rollover Form for New or Existing Program Accounts Use this form to request a direct rollover from another qualified tuition plan (QTP), or to make an indirect rollover of assets within 60 days from another QTP, Coverdell Education Savings Account or from the redemption of a qualified U.S. Savings Bond. See a sample completed form.

Withdrawal Request Form Use this form to withdraw assets from MESP for any reason. See a sample completed form.

* Note: If you submit an Annual Rebalance Form, Change of Account Owner and/or Change of Beneficiary AND you participate in automatic payroll deduction, the Automatic Contribution Plan (ACP) and/or the Electronic Purchase Option, then you may need to submit an Authorization for Automatic Payroll Deduction Form and/or Electronic Banking Information Form along with your request. Please read each form carefully or call for assistance.

NOT SURE WHERE TO BEGIN?


	See our sample completed forms in the forms directory. Questions? Read the FAQ and the MESP Disclosure Booklet and Participation Agreements (PDF, 565KB), or call us toll-free at 1-877-861-MESP (1-877-861-6377) Use the Electronic Banking Form (PDF, 157KB) to set up the Automatic Contribution Plan.

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	Michigan Education Trust

The tax information contained on the Michigan Education Savings Program (MESP) Web site is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding tax penalties that may be imposed on the taxpayer. It was written to support the promotion of the products and services addressed in the Web site. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.

Consider the investment objectives, risks, charges and expenses before investing in the Michigan Education Savings Program. Please call toll-free 1(877) 861-6377 for a Disclosure Booklet containing this information. Read it carefully.

Before investing in a 529 plan, you should consider whether the state you or your designated beneficiary reside in or have taxable income in has a 529 plan that offers favorable state income tax or other benefits that are only available if you invest in that state's 529 plan.

TIAA-CREF Individual & Institutional Services, LLC, distributes MESP. The State of Michigan, its agencies, TIAA-CREF Tuition Financing, Inc., Teachers Insurance and Annuity Association of America and its affiliates do not insure any account or guarantee its principal or investment return except for TIAA-CREF Life Insurance Company's guarantee to MESP under the funding agreement for the Principal Plus Interest Option. Account value will fluctuate based upon a number of factors, including general market conditions.

Investment management, program administration and distribution of The Michigan Education Trust (MET) program is provided solely by the Michigan Department of Treasury. MET is not managed by TIAA-CREF Tuition Financing, Inc. nor is it distributed by TIAA-CREF Individual & Institutional Services, LLC.

The MESP Web site contains links to other Web sites. Neither MESP nor TIAA-CREF Tuition Financing, Inc. and its affiliates are responsible for the content of those other Web sites. The accuracy of information on those sites cannot be confirmed.