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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. 

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    Please contact your financial professional for new account applications. 

    Literature Forms
    Literature
    document icon
    Big changes for college investors

    17 Feb 2023

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    Big changes for college investors

    17 Feb 2023

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    529 Plans Quarterly Commentary

    31 Dec 2022

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    529 Plans Quarterly Commentary

    31 Dec 2022

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    Evaluating 529 Plans

    24 Oct 2022

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    Evaluating 529 Plans

    24 Oct 2022

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    Advisor-Guided 529 Plan Disclosure Booklet

    07 Dec 2022

    Disclosure and supplement

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    Advisor-Guided 529 Plan Disclosure Booklet

    07 Dec 2022

    Disclosure and supplement

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    Performance Report: 529

    28 Feb 2023

    Monthly Performance Report

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    Performance Report: 529

    28 Feb 2023

    Monthly Performance Report

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    529 Employer Group Plan FAQs

    03 Mar 2023

    529 Employer Group Plan FAQs

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    529 Employer Group Plan FAQs

    03 Mar 2023

    529 Employer Group Plan FAQs

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    529 Employer Group Plan – Employer Flyer

    03 Mar 2023

    529 Employer Group Plan – Employer Flyer

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    529 Employer Group Plan – Employer Flyer

    03 Mar 2023

    529 Employer Group Plan – Employer Flyer

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    529 Employer Group Plan – Employee Flyer

    03 Mar 2023

    529 Employer Group Plan – Employee Flyer

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    529 Employer Group Plan – Employee Flyer

    03 Mar 2023

    529 Employer Group Plan – Employee Flyer

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    College Planning Essentials: 2023
    JP Morgan Asset Management

    07 Mar 2023

    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: 2023
    JP Morgan Asset Management

    07 Mar 2023

    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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    529 - Advisor- Guided Fast Facts

    02 Dec 2022

    529 - Advisor- Guided Fast Facts

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    529 - Advisor- Guided Fast Facts

    02 Dec 2022

    529 - Advisor- Guided Fast Facts

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    529 - Advisor- Guided Fast Facts (RIA)

    02 Dec 2022

    Important information about the Advisor-Guided 529 Plan.

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    529 - Advisor- Guided Fast Facts (RIA)

    02 Dec 2022

    Important information about the Advisor-Guided 529 Plan.

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    529 – Consumer brochure

    08 Dec 2022

    Detailed overview of Plan features and benefits.

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    529 – Consumer brochure

    08 Dec 2022

    Detailed overview of Plan features and benefits.

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    529 plan state tax benefits map

    08 Mar 2022

    Overview of 529 tax benefits by state

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    529 plan state tax benefits map

    08 Mar 2022

    Overview of 529 tax benefits by state

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    Forms
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    General Enrollment Application

    16 Dec 2022

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    General Enrollment Application

    16 Dec 2022

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    Enrollment Application – Registered Investment Advisor or Financial Planner

    16 Dec 2022

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    Enrollment Application – Registered Investment Advisor or Financial Planner

    16 Dec 2022

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    Trusted Contact Person Form

    26 May 2022

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    Trusted Contact Person Form

    26 May 2022

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    Rollover Form

    26 May 2022

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    Rollover Form

    26 May 2022

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    Rights of Accumulation Form

    26 May 2022

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    Rights of Accumulation Form

    26 May 2022

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    Withdrawal Request Form

    16 Dec 2022

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    Withdrawal Request Form

    16 Dec 2022

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    Additional Contribution Form

    26 May 2022

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    Additional Contribution Form

    26 May 2022

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    Recurring Contributions/Electronic Bank Transfer Form

    05 Jul 2022

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    Recurring Contributions/Electronic Bank Transfer Form

    05 Jul 2022

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    Annual Exchange and Future Contribution Form

    05 Dec 2022

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    Annual Exchange and Future Contribution Form

    05 Dec 2022

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    Payroll Direct Deposit Form

    26 May 2022

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    Payroll Direct Deposit Form

    26 May 2022

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    Beneficiary Change Form

    06 Dec 2022

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    Beneficiary Change Form

    06 Dec 2022

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    Account Information Change Form

    23 May 2021

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    Account Information Change Form

    23 May 2021

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    Broker Dealer Change Request Form

    19 Apr 2022

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    Broker Dealer Change Request Form

    19 Apr 2022

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    Employer Group Verification Form

    26 May 2022

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    Employer Group Verification Form

    26 May 2022

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    Durable Power of Attorney and Indemnification Form

    05 Jul 2022

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    Durable Power of Attorney and Indemnification Form

    05 Jul 2022

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    Account Owner Change Form

    02 Dec 2022

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    Account Owner Change Form

    02 Dec 2022

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    Organization Resolution Form

    26 May 2022

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    Organization Resolution Form

    26 May 2022

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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.

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