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Applications, Forms and Educational Brochures


Applications and Forms

 

Plan Disclosure Statement and Participation Agreement
This document contains all of the information you need to know about investing in the OklahomaDream 529 Plan.

Account Application
Use this fillable form to open an account in the OklahomaDream 529 Plan.

Rollover Form
Use this form to rollover assets to the OklahomaDream 529 Plan from either: another Section 529 College Savings Account, a Coverdell Education Savings Account (formerly an Education IRA), or redeemed qualified U.S. Savings Bonds (see Plan Disclosure Statement for additional details).

Payroll Deduction Form
Used to establish a Payroll Deduction Plan on an existing OklahomaDream 529 Plan account. Form can also be used to stop payroll deductions and change the allocations on your Payroll Deduction Plan

Change Form
Use this form to make changes to an existing OklahomaDream 529 Plan Account. Types of changes permitted include an Account Owner Change, Bank Account Information Change, Change of Beneficiary, Investment Option Change, Mailing Address Change and more.

Additional Investment Form
Use this form to make additional contributions to an existing account in the OklahomaDream 529 Plan. This form cannot be used to establish a new account.

Withdrawal Request Form
Use this form to request a full or partial withdrawal from your OklahomaDream 529 Plan Account.

 


Literature

 
 

OklahomaDream529 Brochure
Provides a comprehensive overview of 529 savings plans and the benefits they can deliver, in addition to an overview of the OklahomaDream 529 Plan.

 

Client Mailer
Brief overview of the OklahomaDream 529 asset managers and fund line-up

 

Fillable Gift Certificate
Give the gift of education. Fill out and print our gift certificate if you have donated to an OklahomaDream 529 Savings Plan.

 

College Savings Plans Demystified
Provides questions and answers to the most frequently asked questions about 529 college savings Plans.

 

Investor Education – Calculating your personal rate or return
Investor Education – Calculating your personal rate or return

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