If you currently use the services of a Merrill Lynch Financial Advisor, the Merrill Lynch Financial Advisory Center or a participating Maine Distribution Agent, please contact them directly to receive the appropriate NextGen account maintenance forms.

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

Return completed forms to the address below:

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

Direct Series Change of Participant Form

Matching Grant Certification of Withdrawal Form

Direct Series Change of Beneficiary Form

Direct Series Withdrawal Request Form

NextGen® Verbal Distributions Now Available
NextGen is pleased to announce the ability to initiate withdrawals from NextGen account(s) verbally. This convenient service allows account owners to authorize the Program Manager (Merrill Lynch) to distribute funds from their NextGen account(s) via check or wire transfer. The NextGen verbal distribution process will eliminate the need for paperwork and create a better customer service experience by allowing requests to be processed at point of call. All NextGen distribution and trade settlement guidelines will still apply.

Click here to view information on how to request a verbal distribution from your NextGen account.

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 review the Client Direct Series Program Description and complete an Account Application. These documents can be found in the NextGen Enrollment Kit.

Adobe Acrobat or Adobe Reader is required to download the NextGen Client Direct Series Program Description, any applicable supplements and the account application.
If you do not already have Adobe Acrobat or Adobe Reader, click on the icon below to go to the Adobe Reader Website.

The NextGen Plan is a Section 529 plan administered by the Finance Authority of Maine. Before you invest in the NextGen plan, request a NextGen College Investing Plan Program Description from us and read it carefully. The Program Description contains more complete information, including investment objectives, charges, expenses and risks of investing in the NextGen plan, which you should carefully consider before investing. You also should 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. Merrill Lynch, Pierce, Fenner & Smith Incorporated is the program manager, underwriter and distributor.

Merrill Lynch Wealth Management makes available products and services offered, sponsored, managed, distributed or provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other affiliates and subsidiaries of Bank of America Corporation, or in which Bank of America Corporation has a substantial economic interest, including BlackRock, Inc.

Investment products:
Are Not FDIC Insured Are Not Bank, State or Federal Guaranteed May Lose Value

MLPF&S is a registered broker-dealer, member Securities Investor Protection Corporation (SIPC) and a wholly owned subsidiary of Bank of America Corporation.

Any information presented about tax considerations affecting your financial transactions or arrangements is not intended as tax advice and cannot be relied on to avoid any tax penalties. Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. You should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with your personal professional advisors.

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