Forms and Literature

Select the appropriate form below by clicking on a button. The form will be displayed in PDF format suitable for printing. You must have Adobe Reader software (available free at www.adobe.com) to download or print the forms. Please note that some of these transactions can be done online, as indicated.

Open an Account

Enrollment Kit

Review the Enrollment Materials and use the Enrollment Form included in this kit to open an Achieve Montana account.

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Manage Your Account

Account Information Change Form

Update existing information (name, address, phone number, successor account owner information).

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Beneficiary Change Form

Change the beneficiary on an existing Achieve Montana account or transfer a portion of the account assets to a new beneficiary’s account.

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Agent Authorization/Limited Power of Attorney Form

Designate a Financial Advisor, Broker, individual, corporation, or other entity as your agent with limited authority to act on your Achieve Montana account.

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Power of Attorney Form

Designate an individual, corporation, or other entity as your agent with the complete authority to act on your Achieve Montana account.

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Form W-9 Request for Taxpayer Identification Number and Certification

Designate an individual, corporation, or other entity as your agent with the complete authority to act on your Achieve Montana account.

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Make a Contribution

Exchange/Future Contribution (Allocation) Form

Move money within an Achieve Montana account to a different investment option (allowed twice per calendar year) or change investment options for future contributions (allowed anytime).

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Automatic Investment/Electronic Funds Transfer Form

Start, change, or stop automatic fund transfer contributions or add or change bank information for electronic contributions to an Achieve Montana account.

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Payroll Deduction Form

Automatically deduct money from your paycheck and invest it into an Achieve Montana account, (if your employer offers payroll deduction), or change your existing deduction. (If you’re opening a new account, you can enroll online and select payroll deduction as your contribution method.).

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Rollover Form

Request a direct rollover from another 529 plan or Education Savings Account to an Achieve Montana account.

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Make a Distribution

Distribution Request Form

Initiate a distribution from your account.

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Plan Literature

Highlights Booklet

An overview of the benefits of Achieve Montana.

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Program Description

An in-depth description of the rules and regulations of Achieve Montana.

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