Maryland College Investment Plan - How To Make Changes to your Account

The following changes can be made most easily by logging in to your account:

  • Changing your address and/or telephone number
  • Changing your email address
  • If you have already established Automatic Monthly Contributions (AMC), you may change the amount of your AMC as well as the day(s) of the month you are contributing. You also have the ability to stop your AMC.
  • If your banking instructions are on file, you may make a one-time contribution.

If you do not wish to make the above changes online, or if you need to take different action, download the appropriate form below:

Form Name

Download

Tax Refund Direct Deposit Form

Deposit your tax refund into your account.

 

Account Maintenance Form 
Make changes to account information, account holder, beneficiary, or successor.

Adobe PDF Icon

Electronic Contribution Form 
Sign up for Automatic Monthly Contributions (AMC), make changes to your current AMC, or add banking instructions for future Electronic Funds Transfers.

Adobe PDF Icon  

Investment Slip 
Make an additional contribution to your account.

Adobe PDF Icon  

Maryland State Employee Payroll Deduction Form
Initiate, change or cancel payroll deductions.

Adobe PDF Icon 

Exchange Form 
Request an exchange from one portfolio to another.

Adobe PDF Icon

Rollover Form 
Request a rollover from another 529 savings plan.

Adobe PDF Icon  

Distribution Form 
Request a distribution from your account.

Adobe PDF Icon

Custodian Change or Removal Form
Change or remove a custodian.

Adobe PDF Icon

Gift Contribution Forms and Certificates 
Make a gift contribution to an existing account or open your own savings account.