On December 22, 2017, the president signed new tax legislation into law. We're working on updating our website to reflect the new U.S. tax laws. In the meantime, the website may not address the changes. The legislation includes several new provisions related specifically to 529 plan accounts. We'll provide more information as additional details about the effects of the tax bill become clear. We encourage you to consult a qualified tax advisor about your personal situation.
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.
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.
Important information about the plan, investments, expenses, and transactions.
Incoming Rollover Form
Request a direct rollover from another qualified 529 plan or Education Savings Account to a GIFT Plan account.
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.
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).
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.
Request a direct rollover from another qualified 529 plan to an Arkansas 529 GIFT Plan account.
Withdrawal Request Form
Request an indirect rollover, qualified withdrawal, or nonqualified withdrawal from an Arkansas 529 GIFT Plan account.
W-9 Request for Taxpayer Identification Number and Certification
Certify your taxpayer identification number.