To easily manage your account, start here.

Select the appropriate forms and information below and your desired method − "perform online," where available, or "download pdf".

(Adobe® Reader software, available free, is required to download or print the materials.)

Open an account Perform
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Enrollment Kit

Read the Plan Disclosure Statement before opening an account as it contains important information you need to know before investing.

Enrollment Kit Components:

    
Product Brochure

An overview of the features and benefits of HI529.

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Plan Disclosure Statement

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

  
Enrollment Form

Use this Enrollment Form to open a HI529 account.

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Incoming Rollover Form

Request a direct rollover from another qualified 529 plan or Education Savings Account to a HI529 account
Plan Forms Perform
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PDF
Additional Contribution Form

Use this form to make additional contributions by check to a HI529 account.

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Automatic Investment Plan (AIP)/Electronic Bank Transfer (EBT) Form

Use this form to start, change, or stop automatic bank transfer contributions or to add or change bank information for electronic contributions to a HI529 account.

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Exchange/Future Contribution (Allocation) Form

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

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Account Information Change Form

Use this form to change your name, address, phone number, account owner, successor acount owner information, or to add an interested party to a HI529 account.
Beneficiary Change Form

Use this form to change the beneficiary on an existing HI529 account or to transfer a portion of the account assets to a new beneficiary's account.
Withdrawal Request Form

Use this form to request a withdrawal from a HI529 account.
Payroll Deduction Form

Use this form if your employer offers payroll deduction and you want to have money automatically deducted from your paycheck and deposited into a HI529 account, or if 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. Or include your payroll deduction instructions on the Enrollment Form.)
Form W-9 Request for Social Security Number or Taxpayer Identification Number and Certification

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

  
Limited Power of Attorney/Agent Authorization Form

Use this form to grant another person or organization limited authority to act on your HI529 account(s). This means that the person or organization may receive certain account information or take certain actions that you specify on the form.

  
Power of Attorney Form

Use this form to grant another person or organization complete authority to act on your HI529 account(s). This means that the person or organization may receive any account information or take any action that you, as the owner of the account, could receive or take.

  
Organization Resolution Form

Organizations designated as an agent on a Power of Attorney form or a Limited Power of Attorney/Agent Authorization form must use this form to identify the individual(s) who is authorized to receive information or take authorized action on HI529 account(s) on behalf of that organization.

  
 

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