To easily manage your account, start here.
- 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). |
| 529 to Roth IRA Rollover Form | Request a direct rollover of 529 assets to the Beneficiary's Roth IRA at another Financial Institution. |
Prefer paper forms for all transactions? View all available forms.
| 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).
