NextGen College Investing Plan under Section 529

These forms are not for use by clients utilizing 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 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 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

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 College Investing Plan Program Description. The program description contains more complete information, including investment objectives, charges, expenses and risks of investing in the NextGen plan, which you should consider carefully. 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 underwriter and distributor of the NextGen plan.

Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer and a wholly owned subsidiary of Bank of America Corporation. Investment products:

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

Merrill Lynch makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BlackRock, Inc.
© 2009 Merrill Lynch, Pierce, Fenner & Smith Incorporated. All rights reserved.
Member Securities Investor Protection Corporation (SIPC).