Forms Library

Access forms below for transactions as an existing or prospective NJBEST account owner. Do you need something else? Contact us.

Investor Handbook and Application

PDF

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. Please note the application is located at the end of the Handbook.

Don't forget, you can also complete the application online.


Account Revision Form

PDF

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


Automatic Investment Plan Form

PDF

Start an Automatic Investment Plan. Use this form to start an automatic monthly, twice a month, quarterly or annual contribution to your NJBEST account.*

*If you have banking information included in your account, you can set up an automatic investment plan on franklintempleton.com. If you do not have banking information set up on your account, you can call customer service at (877) 4NJ-BEST / 465-2378 to process that information over the phone, as well as help establish your new automatic investment plan.


Gift Contribution Form

PDF

Give the gift that lasts a lifetime…a college education. Download the Gift Contribution Form – great for any occasion!


Distribution Form

PDF

After you log into your account, you can request a distribution online.

Or use this form to request a distribution from your NJBEST account.


NJBEST College Scholarship

Use the NJBEST College Scholarship Request Portal to apply online or find out more about NJBEST College Scholarships1.


Rollover/Transfer Request Form

PDF

Use this form to request a rollover or transfer from another account to your NJBEST account.


Payroll Deduction Form

PDF

Start automatic deductions from your paycheck to your NJBEST account.