Additional Resources

Additional Resources

Here are all the forms you might need if you're already an NJBEST account owner. Not looking for a form? Download the latest NJBEST brochure.

Download the Investor Handbook and Application.

Read the NJBEST Investor Handbook, which contains information about plan investments, goals, risks, charges and expenses, and other information you should consider carefully before investing. You'll find the application at the back of the book.

Download yours now

2018 Tax Reform Impact on 529 Savings Plans​

Click here to learn more about how the 2018 Tax Reform affects 529 Saving Plans​

Give the gift that lasts a lifetime...a college education.

Download the Gift Contribution Form great for any occasion.

Start an Automatic Investing Plan.

Use this form to start an automatic monthly, quarterly or annual contribution to your NJBEST account.

Make a change to my account.

Download the Account Revision Form to make changes to your NJBEST account, including a change of beneficiary or investment direction.

Apply for the NJBEST scholarship.

Use the NJBEST Scholarship Request Portal to apply or click here for more detail about the NJBEST scholarship.

Rollover funds from another account.

Use this form to request a rollover from other 529 plans to your NJBEST account.

Start an automatic payroll deduction (for NJ state employees only).

Complete this form to start automatic deductions from your paycheck to your NJBEST account.

Make a withdrawal.

Use this form to request a withdrawal from your NJBEST account.

Investors should carefully consider plan investment goals, risks, charges and expenses before investing. To obtain the Investor Handbook, which contains this and other information, call Franklin Templeton Distributors, Inc., the manager and underwriter for the plan, at (877) 4NJ-BEST. You should read the Investor Handbook carefully before investing and 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 its qualified tuition program.