Select the appropriate form below by clicking on the name. The form will be displayed in PDF format suitable for printing. You must have Adobe® Reader software (available free at www.adobe.com) to download or print the forms. Please note that some of these transactions can be done online, as indicated below.

Enrollment Kit

Read the Program Description before opening an account as it contains important information you need to know before investing.

GIFT Plan brochure

An overview of features and benefits of the Arkansas 529 GIFT Plan.

Program Description

Important information about the plan, investments, expenses, and transactions.

Enrollment Form

Use this Enrollment form to open an account.

Incoming Rollover Form

Request a direct rollover from another qualified 529 plan or Education Savings Account to a GIFT Plan account.

Account changes

Designated Beneficiary Change

Change the designated beneficiary on an existing GIFT Plan account or transfer a portion of the account assets to a new designated beneficiary's account.

Account Information Change Form

Use this form to change your address, phone number, participant, or successor participant information for a GIFT Plan account.

 

Investment changes

Exchange / Future Contribution

Move money within a Plan account to a different investment option (allowed twice per calendar year) or to change investment options for future contributions (allowed anytime).

Contributions

Employee Payroll Deduction Instruction

Have money automatically deducted from your paycheck and deposited into a GIFT Plan account; change your existing deduction. (If you're opening a new account, you can enroll online and select payroll deduction as your contribution method. Available only if your employer offers payroll deduction.)

Automatic Investment / Electronic Bank Transfer

Start, change, or stop automatic bank transfer contributions; add or change bank information for electronic contributions to an Arkansas 529 GIFT Plan account.

Incoming Rollover

Request a direct rollover from another qualified 529 plan to an Arkansas 529 GIFT Plan account.

Withdrawals

Withdrawal Request Form

Request an indirect rollover, qualified withdrawal, or nonqualified withdrawal from an Arkansas 529 GIFT Plan account.

Verification

W-9 Request for Taxpayer Identification Number and Certification

Certify your taxpayer identification number.

 

Ascensus Broker Dealer Services is the distributor of The Arkansas 529 GIFT Plan, Learn more about Ascensus Broker Dealer Services, Inc. on FINRA's BrokerCheck FINRA's BrokerCheck.

For more information about the GIFT College Investing Plan (the "GIFT Plan"), call 1.800.587.7301 or visit www.thegiftplan.com to obtain a Program Description and Participation Agreement, which includes investment objectives, risks, charges, expenses and other information; read and consider it carefully before making an investment or sending money. Ascensus Broker Dealer Services, Inc. ("ABD") is the Distributor of the GIFT Plan.

Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You should consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state’s 529 college savings plan(s), or any other 529 plan, to learn more about those plans’ features, benefits, and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

The GIFT Plan is a college tuition savings program sponsored by the State of Arkansas and administered by the Arkansas Section 529 Plan Review Committee ("Committee"). ABD, the Program Manager, and its affiliates have overall responsibility for the day-to-day operations, including investment advisory services, recordkeeping, administrative services and marketing of the GIFT Plan. The GIFT Plan's Portfolios invest in: (i) mutual funds; or (ii) an FDIC-insured omnibus savings account held in trust by the Committee at Sallie Mae Bank. Except for the GIFT Plan Savings Portfolio, investments in the GIFT Plan are not insured by the FDIC. Units of the Portfolios are municipal securities and the value of units will vary with market conditions.

Investment returns will vary depending upon the performance of the GIFT Plan Portfolios you choose. Except to the extent of FDIC insurance available for the GIFT Plan Savings Portfolio, you could lose all or a portion of your money by investing in the GIFT Plan, depending on market conditions. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.

Not FDIC-Insured (except for the GIFT Plan Savings Portfolio). No Bank, State or Federal Guarantee. May Lose Value.