You can print most of the account service forms you will
need for the Florida College Investment Plan from here, or
call Customer Service at 1-800-552-GRAD (4723) and we
will mail you the form you need.
The forms are PDF documents, so you will need Adobe's
Acrobat Reader to open the forms. If you do not have
Acrobat, click here
for a quick, easy, free download.
Investment Plan Application - You may use this form to open a new Florida
College Investment Plan.
Automatic Contribution Form - You
may use this form to authorize automatic contributions from
your bank account.
Withdrawal Form - You may use this
form to request a withdrawal for qualified higher education
expenses; a withdrawal for beneficiary (student) death,
disability or scholarship; or for a non-qualified
withdrawal.
Allocation Change Form - You may
use this form to change the allocation of new contributions.
Allocation Transfer Form - You may
use this form to transfer money already invested from one
investment option to another. Federal law only allows
transfers of money already invested once per calendar year
or with a change of beneficiary (student).
Beneficiary Change Form - You may
use this form to change the beneficiary (student).
Account Owner Change Form - You
may use this form to change the account owner.
Cancellation - Rollover Form - You
may use this form to request a cancellation or a rollover from the Florida College
Investment Plan.
Contribution Coupon - You may use this coupon to contribute to
your Investment Plan.
Change of Address Form - You may use this form to change the address of the Account Owner, Survivor and or Beneficiary.
The Account Owner must sign in order for the change request to be valid.
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