To easily manage your account, start here.

Go paperless and save time by completing tasks for all the phases of your savings journey online.

Open a new account
Rollover an existing 529 or Coverdell account

Make withdrawals
Contribute to savings by bank or paycheck

Some transactions require a signature.

Forms	Description
Account Information Change Form	Update existing information (name, address, phone number, successor account owner information) or transfer assets to a new account owner.
Agent Certification Form	Grant an agent authority to act.
Authorized Agent Form	Grant another person limited authority to act on your account.
Organization Resolution Form	Grant the officers or other persons authorization to conduct transactions on your account on behalf of an organization.
Power of Attorney Form	Grant another person or organization complete authority to act on your HI529 account(s).

Prefer paper forms for all transactions? View all available forms.

Forms
Enrollment Form
Incoming Rollover Form
Account Features Form
Account Information Change Form
Beneficiary Change Form
Portolio Change/Future Contribution Allocations Form
Payroll Direct Deposit Form
Withdrawal Request Form
Agent Certification Form
Agent Authorization/Limited Power of Attorney Form
Organization Resolution Form
Power of Attorney Form

Additonal Plan Information
HI529 Plan Slimline
Plan Disclosure Statement

Need help?

Email us at clientservice@hi529.com
Call us at 1-866-529-3343, Monday - Friday from 8:00 a.m. - 5:00 p.m. (Hawaii Standard Time).

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FAQs

Answers to your most frequently asked questions.

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For more information about HI529-Hawaii's College Savings Program ("HI529"), call 1-866-529-3343 or visit www.hi529.com 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.

Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You should consult your financial, tax, or other adviser 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 plan, to learn more about those plan’s 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.

The State of Hawaii's College Savings Program Trust Fund (the "Trust") is a trust created by the State of Hawai'i. HI529 is administered by the Director of Finance of the Department of Budget and Finance on behalf of the State of Hawai'i. Ascensus College Savings Recordkeeping Services, LLC, the Program Manager, and its affiliates have overall responsibility for the day-to-day operations, including recordkeeping and administrative servicing agent. The Vanguard Group, Inc. serves as Investment Manager for the Plan. When you invest in HI529, you are purchasing units issued by the Trust. Units are municipal securities and the value of the units will vary with market conditions. HI529's portfolios are municipal securities that will vary with market conditions.

Investment returns are not guaranteed, and you could lose money by investing in HI529. Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.

Ugift is a registered service mark. All other marks are the exclusive property of their respective owners.

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