Michigan Education Savings Program forms
Looking for supplemental information, applications, planning tools and more? Below, you’ll find easy access to all our forms.
For Account Owners
Read our how-tosPopular forms and flyers
Download the Michigan Education Savings Program Enrollment Kit.
Use this form to contribute to an existing program account.
Use this form to initiate a direct rollover from another 529 college savings plan or an Educational Savings Account (ESA) to an existing Michigan Education Savings Program account.
Use this form to open a new program account by a trust, estate, business entity, 501(c)(3), or state or local government agency.
For Account Owners
Read our how-tosAll Forms
Account management
Use this form to change your name, address, phone number, email address, successor owner, beneficiary information, interested party or trusted contact person.
Use this form if you are designating an individual, financial advisor or other person as your agent who will have complete authority to act on your account.
Use this form if you are transferring to a different account owner or beneficiary.
Use this form to transfer account ownership due to death.
Use this form to open a new program account by a trust, estate, business entity, 501(c)(3), or state or local government agency.
Use this form to designate or change a Registered Investment Advisor (RIA).
Contributions
Use this form to contribute to an existing program account.
Use this form to initiate a direct rollover from another 529 college savings plan or an Educational Savings Account (ESA) to an existing Michigan Education Savings Program account.
Request one of your twice-per-calendar-year investment option changes or change your future contribution allocations.
Add, change or delete your Recurring Contribution and Bank Information.
Withdrawals
Use this form to request a full or partial qualified withdrawal, non-qualified withdrawal or indirect rollover from your Michigan Education Savings Program account.
Program materials
Download the Michigan Education Savings Program Enrollment Kit.
The Program Description is a compressive document containing program specifics.
Establish or modify payroll direct deposit.
Brochures
529 QuickView brochure is a guide for Financial Professionals on how to get started with QuickView.
More to explore
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Give a gift
Contribute to a Michigan Education Savings Program account or request a gift through our Ugift® platform.
Start gifting -
See how your savings add up
Use our calculator to get a quick estimate of how much you can save for education.
Estimate your savings -
Explore our plan
Learn more about Michigan Education Savings Program eligibility, qualifying expenses and associated fees.
How our 529 works
