Michigan Education Savings Program (MESP)

Forms & Resources

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Access Plan Materials
Michigan Education Savings Program (MESP) Program Description
 
Compare College Savings Options
 
Enrollment Brochure
 
Account Management
Profile Change Form
Use this form to change your name, address, phone number, email address, Successor Account Owner, Beneficiary Information, Interested Party Information or Trusted Contact Person information.
 
Change of Investment Form
Request one of your twice per calendar year Investment Option changes or to change your future contribution allocations.
 
Registered Investment Advisor Authorization Form
Use this form to designate or change a Registered Investment Advisor (RIA).
 
Transfer Form
Use this form if you are transferring to a different Account Owner or Beneficiary.
 
Power of Attorney
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.
 
Transfer due to Death of an Account Owner Form
Use this form to transfer account ownership due to death.
 
Account Opening
Account Application
Open a new Program Account for an Individual or an UGMA/UTMA.
 
Account Application for an Entity 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.
 
Contributions
Additional Contribution Form
Use this form to contribute to an existing Program Account.
 
Account Features
Add, change or delete your Recurring Contribution and Bank Information.
 
Incoming Rollover Form
Use this form to initiate a direct rollover from another 529 college savings plan (529 plan) or an Education Savings Account ("ESA") to an existing Account in the Michigan Education Savings Program.
 
Gifting
Gift Certificate — Any Occasion
 
Gift Certificate — Christmas
 
Gift Certificate — Hanukkah
 
Gift Certificate — Kwanzaa
 
Payroll Direct Deposit
Payroll Direct Deposit Form
Establish or modify Payroll Direct Deposit.
 
Employer Guide to Payroll Direct Deposit
Everything you need to know about helping your employees contribute to the Michigan Education Savings Program (MESP) through payroll direct deposit.
 
Employee Guide to Payroll Direct Deposit
Everything you need to know about contributing to the Michigan Education Savings Program (MESP) through payroll direct deposit.
 
Withdrawals
Withdrawal Request Form
Use this form to request a full or partial Qualified Withdrawal, Non-Qualified Withdrawal or Indirect Rollover from your Michigan Education Savings Program (MESP) Account.
 

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Applications
Account Application
Open a new Program Account for an Individual or an UGMA/UTMA.
Account Application for an Entity 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.
Brochure
Enrollment Brochure
 
Disclosures
Michigan Education Savings Program (MESP) Program Description
 
Forms
Profile Change Form
Use this form to change your name, address, phone number, email address, Successor Account Owner, Beneficiary Information, Interested Party Information or Trusted Contact Person information.
 
Additional Contribution Form
Use this form to contribute to an existing Plan Account.
 
Change of Investment Form
Request one of your twice per calendar year Investment Option changes or to change your future contribution allocations.
 
Transfer Form
Use this form if you are transferring to a different Account Owner or Beneficiary.
 
Power of Attorney
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.
 
Account Features
Add, change or delete your Recurring Contribution and Bank Information.
 
Payroll Direct Deposit Form
Establish or modify Payroll Direct Deposit.
 
Incoming Rollover Form
Use this form to initiate a direct rollover from another 529 college savings plan (529 plan) or an Education Savings Account ("ESA") to an existing Account in the Michigan Education Savings Program.
 
Transfer due to Death of an Account Owner Form
Use this form to transfer account ownership due to death.
 
Withdrawal Request Form
Use this form to request a full or partial Qualified Withdrawal, Non-Qualified Withdrawal or Indirect Rollover from your Michigan Education Savings Program (MESP) Account.
 
Registered Investment Advisor Authorization Form
Use this form to designate or change a Registered Investment Advisor (RIA).
 
Gift Certificates
Gift Certificate — Any Occasion
 
Gift Certificate — Christmas
 
Gift Certificate — Hanukkah
 
Gift Certificate — Kwanzaa
 
Planning Tools
Compare College Savings Options
 
Employer Guide to Payroll Direct Deposit
Everything you need to know about helping your employees contribute to the Michigan Education Savings Program (MESP) through payroll direct deposit.
 
Employee Guide to Payroll Direct Deposit
Everything you need to know about contributing to the Michigan Education Savings Program (MESP) through payroll direct deposit.
 

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