College SAVE makes paperwork easier, too.

Select the appropriate form below by clicking the title and it will be displayed in PDF format, suitable for printing. You'll need Adobe Acrobat Reader software (available free here) to download or print the forms. Some of these transactions can be performed 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.

Enrollment Kit Components:

College SAVE brochure

An overview of the features and benefits.

 

Program Description

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

 

Enrollment Form – North Dakota Residents

If you are a state resident, use this Enrollment form to open an account.

Enrollment Form - Non-Residents

If you are from out of state, 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 College SAVE account.

Account changes

Matching Grant Application and Instructions

North Dakota residents: Review the instructions and use this application to request a matching grant of up to $300. If you are eligible, you must re-apply each calendar year for up to three years.

 

Children FIRST Application and Instructions

North Dakota residents: Children FIRST is open to every baby born in North Dakota 12 months old or younger. Plan administrator and state-owned Bank of North Dakota will contribute up to $200 for the baby, earmarked for his or her higher education fund.

 

Designated Beneficiary Change Form

Use this form to change the designated beneficiary on an existing College SAVE account or to 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 College SAVE account.

 

Limited Power of Attorney Form

Use this form to designate an individual, corporation, or other entity as your agent with limited authority to act on your College SAVE account.

 

Investment changes

Annual Exchange / Future Contribution Form

Use this form to move money within a College SAVE account to a different investment option (allowed once per calendar year) or to change investment options for future contributions (allowed anytime).

Contributions

Payroll Direct Deposit Form

Use this form if:

  • You want to have money automatically deducted from your paycheck and deposited into a College SAVE account (your employer must offer this benefit).
  • You want to change your existing deduction.
If you're opening a new account, you can enroll online and select payroll deduction as your contribution method. You can also include your payroll deduction instructions on the Enrollment Form.

 

Automatic Investment / Electronic Bank Transfer

Start, change, or stop automatic bank transfer contributions; add or change bank information for electronic contributions to a College SAVE account.

Incoming Rollover Form

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

Additional Purchase Form

Use this form to make additional contributions to your account by check.

 

Distribution Requests

Distribution Request Form

Use this form to request a distribution from a College SAVE account.

Verification

W-9 Request for Taxpayer Identification Number and Certification

Use this form to certify the participant's or designated beneficiary's Social Security number or taxpayer identification number.

 

Ascensus Broker Dealer Services is the distributor of the North Dakota College SAVE plan, Learn more about Ascensus Broker Dealer Services, Inc. on FINRA's BrokerCheck.

For more information about North Dakota's College SAVE Plan (College SAVE), call 1-866-SAVE-529 (1-866-728-3529) or click here to obtain a Plan Disclosure Statement. Investment objectives, risks, charges, expenses, and other important information are included in the Plan Disclosure Statement; read and consider it carefully before investing. Ascensus Broker Dealer Services, Inc. (ABD) is Distributor of the College Save.

Before investing in any 529 plan, you should consider whether your or the designated beneficiary's home state offers a 529 plan that provides its taxpayers with state tax and other benefits that are only available through the home state's 529 plan. You also 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 plan(s), or any other 529 college savings 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.

College SAVE is a 529 plan established by the State of North Dakota. Bank of North Dakota (Bank) acts as trustee of College SAVE Trust, a North Dakota Trust, and is responsible for administering College SAVE Trust and College SAVE. ABD, the Plan Manager, and its affiliates, have overall responsibility for the day-to-day operations of the Plan, including recordkeeping and marketing. The Vanguard Group, Inc. (Vanguard) provides underlying investments for the Plan. The College SAVE's Portfolios, although they invest in mutual funds, are not mutual funds. Units of the Portfolios are municipal securities and the value of units will vary with market conditions.

Investment returns are not guaranteed and you could lose money by investing in College SAVE. Participants assume all investment risks, including the potential for loss of principal, as well as responsibility for any federal and state consequences.

Not FDIC Insured. No Bank, State or Federal Guarantee. May Lose Value.

Vanguard and the ship logo are trademarks of The Vanguard Group, Inc. Upromise is a registered service mark of Upromise, Inc. All other marks are the exclusive property of their respective owners. Used with permission.