Resources

Materials For Purchasing a Prepaid Plan

Enrollment Kit (New Plans)
Spanish Enrollment Kit
Enrollment Kit (Add a Plan)
Order An Enrollment Kit
Master Covenant
Application - New Customer

Application - Add a Plan
      (for accounts purchased prior to January 31, 2010)
Application - Add a Plan Dormitory Only
      (for accounts purchased on or after October 18, 2010)
Application - Spanish - New Customer
Application - Spanish Add a Plan
      (for accounts purchased prior to January 31, 2010) Application - Spanish Add a Plan Dormitory Only
      (for accounts purchased on or after October 18, 2010)

Set Up Recurring (Automatic Withdrawal or Payroll Deduction) Payments

You may use the Automatic (ACH) Withdrawal Form to have your payments automatically withdrawn from a financial institution account. You may use the Payroll Deduction Form to authorize automatic payroll deductions from a participating employer.

Automatic (ACH) Withdrawal Form

Payroll Deduction Form

Change Account Owner, Survivor, and/or Beneficiary

Any request to change the account owner, survivor, and/or beneficiary designated on the contract must be in writing, signed by the account owner and, for Florida Prepaid College Plans contracts purchased on or after February 1, 2009, the survivor, notarized, and received by the Board.

Please see instructions in the forms below for specific details.

Change Account Owner Form Change Survivor Form Change Beneficiary Form No Survivor? Add Survivor Form	Deceased Account Owner: Survivor Listed No Survivor Listed Deceased Survivor (Joint Approval Only):
	Death of Survivor

Opt-In to Joint Approval Requirements

Joint Approval Opt-In Form
Designation of Survivor & Joint Approval Opt-In Form

Materials For Opening an Account

Enrollment Kit
Spanish Enrollment Kit
Order An Enrollment Kit

Application - New Customer
Application - Spanish - New Customer
Disclosure Statement
Download Investment Plan Addendum 1, As Amended 12/21/2011

Set Up Recurring (Automatic Withdrawal or Payroll Deduction) Contributions

You may use the Automatic (ACH) Withdrawal Form to authorize automatic contributions from your financial institution account. You may use the Payroll Deduction Form to authorize automatic payroll deductions from a participating employer.

Automatic (ACH) Withdrawal Form

Payroll Deduction Form

Print a Gift Certificate and Contribution Coupon

Gift Certificate Form

Contribution Coupon Form

Change Investment Contribution and/or Balance Allocations

You may use the Change Allocation of New Contributions Form to change how any future contributions are invested. You may use the Change Allocation of Balance in Plan Form to change how currently invested contributions are invested in the Investment Plan. You may also elect to apply the same allocation percentages to future contributions with this form.

Change Allocation of New Contributions Form
Change Allocation of Balance in Plan Form

Change of Address for Account Owner, Survivor, and/or Beneficiary

Change of Address Form

Request a Refund from Your Florida College Investment Plan

Withdrawal Form
Cancellation Form

Refund Request Form
Rollover Form

Change Account Owner, Survivor, and/or Beneficiary

Any request to change the account owner, survivor, and/or beneficiary designated on the account must be in writing, signed by the account owner and, for accounts established on or after February 1, 2009, the survivor, notarized, and received by the Board.

Please see instructions in the forms below for specific details.

Change Account Owner Form Change Survivor Form Change Beneficiary Form No Survivor? Add Survivor Form	Deceased Account Owner: No Survivor Listed Survivor Listed Deceased Survivor (Joint Approval Only):
	Death of Survivor

Opt-In to Joint Approval Requirements

Joint Approval Opt-In Form
Designation of Survivor & Joint Approval Opt-In Form

Resources

Materials For Purchasing a Prepaid Plan

Set Up Recurring (Automatic Withdrawal or Payroll Deduction) Payments

Print a Gift Certificate and Payment Coupon

Change of Address for Account Owner, Survivor, and/or Beneficiary

Request a Refund from Your Florida Prepaid College Plan

Change Account Owner, Survivor, and/or Beneficiary

Opt-In to Joint Approval Requirements

Materials For Opening an Account

Set Up Recurring (Automatic Withdrawal or Payroll Deduction) Contributions

Print a Gift Certificate and Contribution Coupon

Change Investment Contribution and/or Balance Allocations

Change of Address for Account Owner, Survivor, and/or Beneficiary

Request a Refund from Your Florida College Investment Plan

Change Account Owner, Survivor, and/or Beneficiary

Opt-In to Joint Approval Requirements

Get Your Enrollment Kit