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  1. 529 Plan Resources | College Savings

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529 Plan Resources | College Savings

The following literature and forms are available for download to help you learn more about the Advisor-Guided Plan as well as service your existing account. Please note that the literature and forms are available in Adobe Acrobat (PDF) format. If you do not have Adobe Acrobat Reader, please go to Adobe's website to download.

PLEASE NOTE: This page contains fillable form PDFs that may not be supported in Chrome or Firefox. See instructions below. 

Tips for viewing and using fillable form PDFs: Save the form to your computer before completing it. We suggest that you first download the PDF form to your computer or network drive, and then open it with Adobe Reader and fill it. You can either type information directly into each field or copy and paste text. The font is preselected and cannot be changed. You can only type regular text (upper and lower cases); the system will not accept underlined text, bold or italics, script or formulas, curved or slanted apostrophes, double quotation marks or long dashes. You can save your data and re-open the file later to modify or enter additional information. 

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Please contact your financial professional for new account applications. 

Literature Forms
Literature
529 Plans Quarterly Commentary
J.P. Morgan Asset Management

31 May 2025

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529 Plans Quarterly Commentary
J.P. Morgan Asset Management

31 May 2025

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Evaluating 529 Plans
JP Morgan Asset Management

23 Jan 2024

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Evaluating 529 Plans
JP Morgan Asset Management

23 Jan 2024

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Advisor-Guided 529 Plan Disclosure Booklet

06 Dec 2024

Disclosure and supplement

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Advisor-Guided 529 Plan Disclosure Booklet

06 Dec 2024

Disclosure and supplement

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Performance Report: 529

31 May 2025

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Performance Report: 529

31 May 2025

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529 Employer Group Plan FAQs
J.P.Morgan Asset Management

10 Feb 2025

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529 Employer Group Plan FAQs
J.P.Morgan Asset Management

10 Feb 2025

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529 Employer Group Plan – Employer Flyer
J.P.Morgan Asset Management

01 Dec 2024

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529 Employer Group Plan – Employer Flyer
J.P.Morgan Asset Management

01 Dec 2024

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529 Employer Group Plan – Employee Flyer
J.P.Morgan Asset Management

01 Dec 2024

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529 Employer Group Plan – Employee Flyer
J.P.Morgan Asset Management

01 Dec 2024

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College Planning Essentials: 2025
J.P. Morgan Asset Management

01 Jan 2025

College Planning Essentials is filled with easy-to-understand charts to help college savers overcome common myths and make well-informed savings and investment decisions.

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College Planning Essentials: 2025
J.P. Morgan Asset Management

01 Jan 2025

College Planning Essentials is filled with easy-to-understand charts to help college savers overcome common myths and make well-informed savings and investment decisions.

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Fast Facts: New York's 529 Advisor-Guided College Savings Program
J.P. Morgan Asset Management

29 Jan 2025

529 - Advisor- Guided Fast Facts

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Fast Facts: New York's 529 Advisor-Guided College Savings Program
J.P. Morgan Asset Management

29 Jan 2025

529 - Advisor- Guided Fast Facts

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529 - Advisor- Guided Fast Facts (RIA)
J.P. Morgan Asset Management

29 Jan 2025

Important information about the Advisor-Guided 529 Plan.

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529 - Advisor- Guided Fast Facts (RIA)
J.P. Morgan Asset Management

29 Jan 2025

Important information about the Advisor-Guided 529 Plan.

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529 – Consumer brochure

30 Dec 2024

Detailed overview of Plan features and benefits.

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529 – Consumer brochure

30 Dec 2024

Detailed overview of Plan features and benefits.

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529 plan state tax benefits map
J.P.Morgan Asset Management

09 Jan 2025

Overview of 529 tax benefits by state

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529 plan state tax benefits map
J.P.Morgan Asset Management

09 Jan 2025

Overview of 529 tax benefits by state

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Forms
General Enrollment Application

30 Aug 2024

Enrollment Application

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General Enrollment Application

30 Aug 2024

Enrollment Application

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Enrollment Application – Registered Investment Advisor or Financial Planner

11 Dec 2024

Registered Investment Advisor or Financial Planner Enrollment Application

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Enrollment Application – Registered Investment Advisor or Financial Planner

11 Dec 2024

Registered Investment Advisor or Financial Planner Enrollment Application

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Trusted Contact Person Form

27 Mar 2024

Trusted Contact Person Form

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Trusted Contact Person Form

27 Mar 2024

Trusted Contact Person Form

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Incoming Rollover Form

27 Mar 2024

Incoming Rollover Form

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Incoming Rollover Form

27 Mar 2024

Incoming Rollover Form

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Rights of Accumulation Form

27 Mar 2024

Rights of Accumulation Form

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Rights of Accumulation Form

27 Mar 2024

Rights of Accumulation Form

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Withdrawal Request Form

16 Nov 2023

Withdrawal Request Form

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Withdrawal Request Form

16 Nov 2023

Withdrawal Request Form

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Additional Contribution Form
NEW York's 529

03 Jul 2023

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Additional Contribution Form
NEW York's 529

03 Jul 2023

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Recurring Contributions/Electronic Bank Transfer Form

27 Mar 2024

Automatic Investment Plan and Electronic Bank Transfer Form

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Recurring Contributions/Electronic Bank Transfer Form

27 Mar 2024

Automatic Investment Plan and Electronic Bank Transfer Form

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Annual Exchange and Future Contribution Form

30 Aug 2024

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Annual Exchange and Future Contribution Form

30 Aug 2024

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Payroll Direct Deposit Form

27 Mar 2024

Payroll Direct Deposit Form

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Payroll Direct Deposit Form

27 Mar 2024

Payroll Direct Deposit Form

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Beneficiary Change Form
New York's 529

30 Aug 2024

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Beneficiary Change Form
New York's 529

30 Aug 2024

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Account Information Change Form
New York's 529

01 Mar 2025

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Account Information Change Form
New York's 529

01 Mar 2025

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Broker Dealer Change Request Form

03 Jul 2023

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Broker Dealer Change Request Form

03 Jul 2023

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Employer Group Verification Form

03 Jul 2023

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Employer Group Verification Form

03 Jul 2023

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Durable Power of Attorney and Indemnification Form

27 Mar 2024

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Durable Power of Attorney and Indemnification Form

27 Mar 2024

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Account Owner Change Form

24 Nov 2023

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Account Owner Change Form

24 Nov 2023

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Organization Resolution Form

03 Jul 2023

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Organization Resolution Form

03 Jul 2023

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MORE COLLEGE SAVINGS RESOURCES

529 College Savings Plan Calculators

Calculators to help you meet your college savings goals.

Learn more

Plan Account Access

Get additional information on saving for college.

Visit www.ny529advisor.com

Introducing College Planning Essentials

A comprehensive guide to saving and investing.

Learn more
INVESTMENTS ARE NOT FDIC INSURED, MAY LOSE VALUE AND ARE NOT BANK GUARANTEED.


Before you invest, consider whether your or the Beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program.

The Comptroller of the State of New York and the New York State Higher Education Services Corporation are the Program Administrators and are responsible for implementing and administering New York’s 529 Advisor-Guided College Savings Program (the “Advisor-Guided Plan”). Ascensus Broker Dealer Services, LLC serves as Program Manager for the Advisor-Guided Plan. Ascensus Broker Dealer Services, LLC and its affiliates have overall responsibility for the day-to-day operations of the Advisor-Guided Plan, including recordkeeping and administrative services. J.P. Morgan Investment Management Inc. serves as the Investment Manager. J.P. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co. JPMorgan Distribution Services, Inc. markets and distributes the Advisor-Guided Plan. JPMorgan Distribution Services, Inc. is a member of FINRA.

No guarantee: None of the State of New York, its agencies, the Federal Deposit Insurance Corporation, J.P. Morgan Investment Management Inc., Ascensus Broker Dealer Services, LLC, JPMorgan Distribution Services, Inc., nor any of their applicable affiliates insures accounts or guarantees the principal deposited therein or any investment returns on any account or investment portfolio.

New York’s 529 College Savings Program currently includes two separate 529 plans. The Advisor-Guided Plan is sold exclusively through financial advisory firms who have entered into Advisor-Guided Plan selling agreements with JPMorgan Distribution Services, Inc. You may also participate in the Direct Plan, which is sold directly by the Program and offers lower fees. However, the investment options available under the Advisor-Guided Plan are not available under the Direct Plan. The fees and expenses of the Advisor-Guided Plan include compensation to the financial advisory firm. Be sure to understand the options available before making an investment decision.

For more information about New York’s 529 Advisor-Guided College Savings Program, you may contact your financial professional or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com or by calling 1-800-774-2108. This document includes investment objectives, risks, charges, expenses, and other information. You should read and consider it carefully before investing.

The Program Administrators, the Program Manager and JPMorgan Distribution Services, Inc., and their respective affiliates do not provide legal or tax advice. This information is provided for general educational purposes only. This is not to be considered legal or tax advice. Investors should consult with their legal or tax professionals for personalized assistance, including information regarding any specific state law requirements.

Ugift is a registered service mark of Ascensus Broker Dealer Service, Inc.