Smart529

WV Prepaid Tuition Plan Forms and Documents

Use the forms and documents below to take action on your West Virginia Prepaid Tuition Plan Account.*

Form / Document Description Requirements
Change Your Beneficiary PDF Use this form to change the designated beneficiary on an account. The list of eligible beneficiaries may be found in the Offering Statement. This action requires a form with a signature by the account owner, mailed to the Customer Service Center.
Change Your Address PDF Use this form to change your address. Two confirmations will be mailed, one to your old address, and one to your new address. This action can also be done online, over the telephone, or by using this form and mailing it to the Customer Service Center.
Transfer the Account Owner PDF Use this form to transfer the ownership of an account to another eligible owner. If an account owner is a minor, then there must be an adult assigned to act as account owner until the minor reaches the age of majority and becomes the account owner. This action requires a signed form with a signature medallion guarantee by the account owner, mailed to the Customer Service Center.
Change Your Name PDF Account owners use this form to change their name on the account. This action requires a form with a signature by the account owner and copy of a court document, mailed to the Customer Service Center.
Request a Distribution PDF Use this form to request distributions or payments from your account. Distributions will be made by check and a confirmation of the distribution will be mailed. This action may be requested by form with a signature by the account owner, or by phone (in certain situations).
WV Prepaid Tuition Plan Distribution Guide PDF This guide provides information to prepaid tuition plan owners on how to take distributions from their account. You must be an account owner and be eligible to use your benefits.
Setup or Maintain your Automatic Investment Program (AIP) PDF Use this form to set up or maintain systematic contributions to your SMART529 account from your bank checking or savings account. Up to four bank accounts may be established in your AIP. Learn more. Setup of an AIP may be done by form or online; maintenance (changing options) can be done by form, online or by phone.
Authorize Someone to Access Your Account Information PDF SMART529 limits access to information on any account to the account owner. Use this form to designate an individual who will be authorized to access information on the account. No other rights are granted by this designation. This action requires a form with a signature by the account owner, mailed to the Customer Service Center.
Designate Successor Owner PDF Use this form to designate a successor owner to the account if this wasn't done when the account was established; this form may also be used to change the successor owner. This action requires a form with a signature by the account owner, mailed to the Customer Service Center.
West Virginia State Employee Payroll Deduction Guide PDF This guide provides West Virginia state employees with information on how to set up automatic payroll deductions for their college savings and/or prepaid tuition plan. Employment by the State of West Virginia is required in order to be eligible for payroll deduction.
West Virginia State Employee Payroll Deduction Form PDF Use this form if you own a prepaid tuition plan and you wish to initiate payroll deduction.

Employment by the State of West Virginia and ownership of a prepaid tuition plan. Signatures required.

Comprehensive Annual Financial Report PDF This report, issued by the WV Prepaid Tuition and College Savings Board of Trustees annually, provides financial statements for the program which are audited by an independent certified public accounting firm.  
2013-2014 Benefit Value Schedule PDF This is an annual schedule of approved semester tuition and fee benefits. Use of prepaid tuition credits at WV post-secondary public schools; also contains fee and tuition schedule for non-public institutions.
West Virginia Prepaid Tuition and Savings Program Act PDF Learn about the legislative code that describes the program, its administration and requirements.  
West Virginia Prepaid Tuition Plan Disclosure Statement and Participation Agreement PDF Read the annual report to account owners, updated each January.  
West Virginia Prepaid Tuition Plan Policy Document 2011-2012 Program Year PDF Learn about the  policies relating to the operation of its West Virginia Prepaid Tuition Plan (Plan) and Prepaid Tuition Trust Fund (Trust). These policies update and supercede any former policies of the Board.  
Updated 06/26/2013