If you already have a NextGen Account, you can use the forms below to make changes to your account. Consult the NextGen Program Description for important information before completing any of these forms.

Return completed forms to your financial advisor, or mail them to the address below:

NextGen College Investing Plan
P.O. Box 1518
Pennington, NJ 08534-1518

Change of Participant Form

Matching Grant Certification of Withdrawal Form

Change of Beneficiary Form

Withdrawal Request Form

Automated Funding Service Form

Direct Series Investment Change Form

Payroll Deduction Form

Incoming Rollover Form*

Transfer In Form

* If you do not have an existing NextGen Account, you must also complete an Account Application, which can be found in the NextGen Enrollment Kit.

These forms require Adobe Acrobat Reader. Click on the icon below to go to the Adobe Acrobat Reader Website.



Before you invest in the NextGen plan, please carefully read the NextGen Enrollment Kit. The program description contains more complete information, including investment objectives, charges, expenses and risks of investing in the NextGen plan, which you should consider. You should also consider whether your home state or your designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s 529 plan. Click here to obtain a free NextGen Enrollment kit, including the current Program Description. Merrill Lynch, Pierce, Fenner & Smith Incorporated is the distributor of the NextGen plan.

 
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