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Everything you Need to Create and Manage Your Accounts
Below are all the forms you should need to create and manage your NC 529 Account. You have two options for each form. The Fillable PDF option can be filled out using your computer before being printed and mailed. Please note, for the Fillable PDF option, no typed information will be saved once you exit. The other option is the Print and Fill Out PDF. This is a blank form that must be printed out before being completed by hand and mailed.
If you have questions about these forms, please call us toll-free at 800-600-3453. The phones are monitored from 8 a.m. to 6 p.m. Monday through Thursday and 8 a.m. through 5 p.m. Friday, ET.
Program Description and Supplements
Before you open an Account, read carefully to learn about Investment Options, risks, charges, expenses and other important information.
This form is designed to establish an Account on behalf of an Entity (estate, business, 501(c)(3) organization or state or local government agency). This may also be used by a 501(c)(3) or state or local government agency to set up a Scholarship Account.
To set up or change payroll deduction contributions to your NC 529 Account, you must print the completed Payroll Deduction Authorization Agreement and provide it to your employer to activate your request.
This form is designed to accompany assets for deposit into an NC 529 Account from a Qualified Tuition Program, Coverdell Account, or U.S. Savings Bonds or to transfer assets between existing NC 529 Accounts.
If the Beneficiary's school refunded a portion of Qualified Higher Education Expenses that were paid using funds from a Qualified Withdrawal from your NC 529 Account, you may request to have those funds redeposited into the same Account to avoid certain tax consequences and penalties.
Download this form to send a Gift Card directly to the Participant (Account Owner) or the Beneficiary upon making a Gift Contribution to an NC 529 Account.
Request a Qualified or Non-Qualified Withdrawal from your NC 529 Account. A separate form/request is required for each Withdrawal. There is a $50.00 administrative charge for Non-Qualified Withdrawals and Rollovers to another Qualified Tuition Program.