Account Forms
The Michigan Education Savings Program (MESP) offers a selection of forms to help you with a variety of transactions. Simply fill in the form online, print and mail it to the address below.
All forms are in PDF format and require the free Adobe Acrobat Reader
Mail completed form(s) to:
Regular Mail:
Michigan Education Savings Program
PO Box 55925
Boston, MA 02205-5925
Overnight Mail:
Michigan Education Savings Program
30 Dan Road
Canton, MA 02021-2809
Online Services
Convenient online services are also available instead of filling out and mailing a form. E-services available include:
- Make an additional contribution to an existing account
- Enroll in a new account
- Elect e-delivery of statements and/or disclosure documents
- Make a withdrawal
Account Form Services
- Open an account
- Set up banking information and/or an automatic contribution plan (sample)
- Make an additional contribution by mail (sample)
- Rollover or transfer from another account* (sample)
- Make a withdrawal (sample)
- Set up automatic payroll deduction (sample)
- Rebalance or transfer funds among investment options (sample)
- Change address, phone number, email address or contingent account owner (sample)
- Change your account owner or beneficiary (sample)
- Create a power of attorney
- Add an authorized agent (sample)
To open an account, select from one of these three Account Applications:
- Individual Account (sample)
- Entity Account (sample)
- Custodial Account for a Minor (UGMA/UTMA)† (sample)
*Before doing a transfer or rollover from another account, be sure to consider the differences in features and costs, and possible tax consequences.
†By selecting this application you will be instructing the Plan to open a custodial 529 account. Custodial 529 accounts are subject to certain limitations including the ability to make changes to, and transfers to and from the account. Please read the disclosure booklet carefully before contributing to a Custodial 529 account. Questions call (877) 861-6377.
