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Access Plan Materials
Oklahoma 529 College Savings Plan (OCSP) Disclosure Booklet
Compare College Savings Options
Enrollment Brochure
Account Management
Account Information Change Form
Use this form to add or modify Plan Account Information. View sample
Annual Rebalance
Use this form to rebalance, or transfer, funds among Investment Options within an Account. View sample
Authorization to Receive or View Account Information
Use this form to authorize someone other than you to be your agent.
Change of Plan Account Owner/Beneficiary Form
Use this form to change the Account Owner and/or Beneficiary (for Individual and Entity Accounts only). View sample
Durable Power of Attorney and Indemnification
Agreement for Power of Attorney Registration.
Transfer on Death Form
Use this form to transfer ownership after the death of the Account Owner.
Account Opening
Account Application for an Individual Account
Use this form to open a new Plan Account by an Individual. View sample application
Account Application for a Custodian Account
Use this form to open a new Plan Account under UGMA/UTMA. View sample application
Account Application for an Entity Account
Use this form to open a new Plan Account by a Trust, Estate, Business Entity 501(c)(3), or State or Local Government Agency. View sample application
Contributions
Additional Contribution by Mail
Use this form to contribute to an existing Plan Account. View sample
Electronic Banking Information Form
Use this form to add, change or delete your Automatic Contribution Plan (ACP) or Electronic Purchase Option. View sample
Rollover Form for New or Existing Accounts
Use this form to roll over or transfer funds from another account into the Plan. View sample
Gifting
Gift Certificate — Any Occasion
Gift Certificate — Baby Shower
Gift Certificate — Birthday
Gift Certificate — Christening
Gift Certificate — Christmas
Gift Certificate — Graduation
Gift Certificate — Hanukkah
Gift Certificate — Kwanzaa
Gift Certificate — New Baby
Payroll Deductions
Payroll Deduction Form
Use this form to establish or modify Payroll Deduction. View sample
Employer Guide to Payroll Deduction
Everything you need to know about helping your employees contribute to the Oklahoma 529 College Savings Plan (OCSP) through payroll deduction.
Withdrawals
Withdrawal Request Form
Use this form to withdraw funds from the Plan. View sample
Browse by Type
Applications
Account Application for an Individual Account
Use this form to open a new Plan Account by an Individual. View sample application
Account Application for a Custodian Account
Use this form to open a new Plan Account under UGMA/UTMA. View sample application
Account Application for an Entity Account
Use this form to open a new Plan Account by a Trust, Estate, Business Entity 501(c)(3), or State or Local Government Agency. View sample application
Brochure
Enrollment Brochure
Disclosures
Oklahoma 529 College Savings Plan (OCSP) Disclosure Booklet
Forms
Account Information Change Form
Use this form to add or modify Plan Account Information. View sample
Additional Contribution by Mail
Use this form to contribute to an existing Plan Account. View sample
Annual Rebalance
Use this form to rebalance, or transfer, funds among Investment Options within an Account. View sample
Authorization for Online Account Access
Use this form to request online account access for a trust account. View sample
Authorization to Receive or View Account Information
Use this form to authorize someone other than you to be your agent.
Change of Plan Account Owner/Beneficiary Form
Use this form to change the Account Owner and/or Beneficiary (for Individual and Entity Accounts only). View sample
Durable Power of Attorney and Indemnification
Agreement For Power of Attorney Registration.
Electronic Banking Information Form
Use this form to add, change or delete your Automatic Contribution Plan (ACP) or Electronic Purchase Option. View sample
Payroll Deduction Form
Use this form to establish or modify Payroll Deduction. View sample
Rollover Form for New or Existing Accounts
Use this form to roll over or transfer funds from another account into the Plan. View sample
Transfer on Death Form
Use this form to transfer ownership after the death of the Account Owner.
Withdrawal Request Form
Use this form to withdraw funds from the Plan. View sample
Gift Certificates
Gift Certificate — Any Occasion
Gift Certificate — Baby Shower
Gift Certificate — Birthday
Gift Certificate — Christening
Gift Certificate — Christmas
Gift Certificate — Graduation
Gift Certificate — Hanukkah
Gift Certificate — Kwanzaa
Gift Certificate — New Baby
Planning Tools
Compare College Savings Options
Employer Guide to Payroll Deduction
Everything you need to know about helping your employees contribute to the Oklahoma 529 College Savings Plan (OCSP) through payroll deduction.
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