NJBEST

Forms

Forms

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

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.