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
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Download
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| Tax Refund Direct Deposit Form Deposit your tax refund into your account.
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Account Maintenance Form Make changes to account information, account holder, beneficiary, or successor.
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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.
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Investment Slip Make an additional contribution to your account.
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Maryland State Employee Payroll Deduction Form Initiate, change or cancel payroll deductions.
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Exchange Form Request an exchange from one portfolio to another.
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Rollover Form Request a rollover from another 529 savings plan.
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Distribution Form Request a distribution from your account.
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Custodian Change or Removal Form Change or remove a custodian.
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Gift Contribution Forms and Certificates Make a gift contribution to an existing account or open your own savings account.
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