Oklahoma 529 forms

Looking for supplemental information, applications, planning tools and more? Below, you’ll find easy access to all our forms.

Popular forms and flyers

Get your questions answers when you download the What is Oklahoma 529 flyer.

Everything you need to know about helping your employees save for college.

Use this form to contribute to an existing plan account.

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

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

All Forms

Account Management

Use this form to change your name, address, phone number, email address, successor owner, beneficiary information, interested party or trusted contact person.

Use this form if you are designating an individual, financial advisor or other person as your agent who will have complete authority to act on your account.

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

Use this form to transfer account ownership due to death.

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

Use this form to designate or change a Registered Investment Advisor (RIA).

Contributions

Use this form to contribute to an existing plan account.

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

Request one of your twice-per-calendar-year investment option changes or change your future contribution allocations.

Add, change or delete your Recurring Contribution and Bank Information.

Withdrawals

Use this form to request a full or partial qualified withdrawal, non-qualified withdrawal, or indirect rollover from your Oklahoma 529 account.

Plan materials

Get your questions answers when you download the What is Oklahoma 529 flyer.

The Plan Description is a document that states what Oklahoma 529 provides, how it operates and other plan specifics.

Everything you need to know about helping your employees save for college.

Establish or modify payroll direct deposit.

Brochures

529 QuickView brochure is a guide for Financial Professionals on how to get started with QuickView.

Learn how Oklahoma 529 can help you save for K-12 education.

Already an account owner?

Head to our How-to page for account management information and tutorials.

Oklahoma 529 How-tos

More to explore

  • Give a gift

    Contribute to an Oklahoma 529 or request a gift through our Ugift® platform.

    Start gifting
  • See how your savings add up

    Use our calculator to get a quick estimate of how much you can save for education.

    Estimate your savings
  • Explore our plan

    Learn more about Oklahoma 529 eligibility, qualifying expenses and associated fees.

    How our 529 works