Forms Library

Mandatory literature: Read the NJBEST Program Description, which contains information about plan investments, goals, risks, charges and expenses, and other information you should consider carefully before investing.

Use this form to open a new program account for an individual or UGMA/UTMA account. 

Use this form to open a new program account by a trust, estate, business entity, 501(c)(3), or state or local government agency. 

Start, change, or stop recurring contributions and systematic withdrawals. Make a one-time contribution by Electronic Funds Transfer (EFT). Add, change, or delete bank information. 

Make an additional contribution to your NJBEST 529 College Savings Plan account.

Use this form to designate an individual, corporation or other entity as your Agent. 

Move money within an account to a different investment option (allowed twice per calendar year) or change investment options for future contributions (allowed anytime). 

Request a direct rollover of 529 funds to the Beneficiary’s Roth IRA at another Financial Institution. 

Initiate a distribution from your account. 

Use this form to initiate a direct rollover from another 529 college savings plan or an Educational Savings Account (ESA) to an existing NJBEST 529 College Savings Plan account.

Identify the officers or other persons who are authorized to conduct transactions on a NJBEST 529 College Savings Plan account(s) on behalf of an organization.

Automatically deduct money from your paycheck and deposit it into a NJBEST 529 College Savings Plan account, or change your existing deduction. If you're opening a new account, you can enroll online and select payroll direct deposit as your contribution method.

Use this form to change your name, address, phone number and other personal information. 

Use this form to transfer account ownership due to death. 

Use this form if you are transferring to a different account owner or beneficiary.