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800-369-3641
800-369-3641
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 |
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Change the account holder or custodian. |
| Download PDF |
Account Services |
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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). |
Beneficiary/Portfolio Change |
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Change the beneficiary (by form only) or portfolio (by form or online) for your account. |
Contribution |
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Make additional contributions to an account. |
Custodian Removal |
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Remove a custodian or rename the custodian as the account holder. |
| Download PDF |
Direct Deposit |
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Establish direct deposit contributions into an existing account. |
Distribution |
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Request a distribution from your account. |
Gift Contribution Slip |
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Make a gift contribution to an existing account. |
| Download PDF |
New Account Agreement |
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Open an account. Please review the Plan Disclosure Document before completing the New Account Agreement. |
Rollover |
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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 (by form only). |
|
|---|---|---|
Account Services |
Update or change your contact information or bank information (by form or online), add or change a successor (by form only), request duplicate statements or confirmations (by form only), and add or update automatic monthly contributions (by form or online). |
|
Beneficiary/Portfolio Change |
Change the beneficiary (by form only) or portfolio (by form or online) for your account. |
|
Contribution |
Make additional contributions to an account (by form or online). |
|
Custodian Removal |
Remove a custodian or rename the custodian as the account holder (by form only). |
|
Direct Deposit |
Establish direct deposit contributions into an existing account (by form only). |
|
Distribution |
Request a distribution from your account (by form or online). |
|
Gift Contribution |
Make a gift contribution to an existing account. If you are contributing to an existing GoTuition® account please request the custom link from the account holder. |
|
New Account Agreement |
Open an account (by form or online). Please review the Plan Disclosure Document before completing the New Account Agreement. |
|
Rollover |
Rollover assets from another 529 savings plan to the T. Rowe Price College Savings Plan |
Plan Documents
T. Rowe Price College Savings Plan Annual Report 6/30/20 |
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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 |
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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 |
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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 6/30/22 |
This report, updated annually, details investment portfolio performance for all investment options offered by the T. Rowe Price College Savings Plan. |
|
|---|---|---|
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 Document |
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 Kit |
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...
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...
