Manage Your Account

Conveniently Access All Forms and Plan Documents

We are dedicated to managing your investments with expertise, while giving you the power and control to make changes at any time. Adjust your account details, open a new account, or review plan information with the forms and documents listed below.

Forms

Account Holder Changes


Change the account holder or custodian.

Download PDF

 

Account Services


Update or change your contact information or bank information, add or change a successor (by form only), request duplicate statements or confirmations, and add or update automatic monthly contributions (AMC).

Complete Online

Download PDF

 

Beneficiary/Portfolio Change


Change the beneficiary (by form only) or portfolio (by form or online) for your account.

Complete Online

Download PDF

 

Contribution


Make additional contributions to an account.

Complete Online

Download PDF

 

Custodian Removal


Remove a custodian or rename the custodian as the account holder.

Download PDF

 

Direct Deposit


Establish direct deposit contributions into an existing account.

Download PDF

 

Distribution


Request a distribution from your account.

Complete Online

Download PDF

 

Gift Contribution Slip


Make a gift contribution to an existing account.

Download PDF

 

New Account Agreement


Open an account. Please review the Plan Disclosure Document before completing the New Account Agreement.

Complete Online

Download PDF

 

Rollover


Move assets from another 529 savings plan to the T. Rowe Price College Savings Plan.

Download PDF

Account Holder Change

Change the account holder or custodian.

Download PDF

Account Services

Update or change your contact information or bank information, add or change a successor (by form only), request duplicate statements or confirmations, and add or update automatic monthly contributions (AMC).

Complete Online

Download PDF

Beneficiary/Portfolio Change

Change the beneficiary (by form only) or portfolio (by form or online) for your account.

Complete Online

Download PDF

Contribution

Make additional contributions to an account.

Complete Online

Download PDF

Custodian Removal

Remove a custodian or rename the custodian as the account holder.

Download PDF

Direct Deposit

Establish direct deposit contributions into an existing account.

Download PDF

Distribution

Request a distribution from your account.

Complete Online

Download PDF

Gift Contribution Slip

Make a gift contribution to an existing account.

Download PDF

New Account Agreement

Open an account. Please review the Plan Disclosure Document before completing the New Account Agreement.

Complete Online

Download PDF

Rollover

Rollover assets from another 529 savings plan to the T. Rowe Price College Savings Plan.

Download PDF

Plan Documents

T. Rowe Price College Savings Plan Annual Report 6/30/20


This report, updated annually, details investment portfolio performance for all investment options offered by the T. Rowe Price College Savings Plan.

Download PDF

 

T. Rowe Price College Savings Plan Disclosure Document


Details and terms of participation in the T. Rowe Price College Savings Plan. This information should be read carefully before investing.

Download PDF

 

T. Rowe Price College Savings Plan Enrollment Kit


Information about the T. Rowe Price College Savings Plan and forms to open a new account. Get everything you need to enroll in our plan, including our Plan Disclosure Document.

Download PDF

T. Rowe Price College Savings Plan Annual Report 6/30/20

This report, updated annually, details investment portfolio performance for all investment options offered by the T. Rowe Price College Savings Plan.

Download PDF

T. Rowe Price College Savings Plan Disclosure Document

Details and terms of participation in the T. Rowe Price College Savings Plan. This information should be read carefully before investing.

Download PDF

T. Rowe Price College Savings Plan Enrollment Kit

Information about the T. Rowe Price College Savings Plan and forms to open a new account. Get everything you need to enroll in our plan, including our Plan Disclosure Document.

Download PDF
548564485

The T. Rowe Price College Savings Plan has been helping families save for college for almost 20 years and is currently supporting the future academic endeavors of nearly 100,000 future students.*

Frequently Asked Questions

Can I contribute to my account through direct deposit with my employer?

 

Yes. To set up this service, please follow the steps listed below...

Read More

 

 

 

Do I need to provide receipts of qualified education expenses to the T. Rowe Price College Savings Plan?

 

We do not require receipts of qualified education expenses. Rather, it is the taxpayer's...

Read More