Forms and Documents

There’s a lot to learn about saving for college and The Education Plan®. We understand that the process of getting started and in particular, selecting investment options, can be overwhelming and confusing. We're eager to help make it as easy as possible.

We’ve gathered all the important information and necessary forms here for you to access online. Just click the link of the document you’d like to view or download.

Need something else or have questions? We’re just a call away. 1-877-337-5268.

      Plan Description

      This document contains all the information you should know before participating in The Education Plan.

      Entity Enrollment Form

      Use this form to enroll if you are a business entity, if you are a scholarship, nonprofit or government entity, or if you are opening a trust account.

      Agent Certification Form

      Use this form to be added as an agent to an account with The Education Plan.

      Registered Investment Authorization Form

      Use this form to add or change a Registered Investment Advisor (RIA) on your account.

      Transfer Form

      Use this form to transfer an account to a different account owner or beneficiary.

      Organization Resolution Form

      Use this form to authorize people to conduct transactions on behalf of an organization.

      Agent Authorization/Power of Attorney Form

      Use this form to designate an individual, corporation or other entity as your Agent.

      Profile Change Form

      Use this form to change your name, address, phone number and other personal information.

      Account Features Form

      Use this form to add, change or delete recurring contributions or bank account information.

      Change of Investment Form

      Use this form to change your investment options.

      Payroll Direct Deposit Form

      Use this form to establish or modify your payroll deduction through your employer.

      Incoming Rollover Form

      Use this form to change the trustee on your account or to rollover/transfer funds into your account.

      Withdrawal Request Form

      Use this form to withdraw funds from your account.

      The Education Plan Employers Brochure

      An overview of how The Education Plan partners with employers to make saving for college easier for employees.

      The Education Plan Employers Flyer

      A flyer with an overview of how The Education Plan partners with employers to make saving for college easier for employees.

      The Education Plan Brochure

      An introduction to The Education Plan and what it offers.

      Folleto de El Plan de Educacion

      Conoce un poco mas de El Plan de Educacion y que puede ofrecerte.

      The Education Plan Media Kit

      Overview of the Education Plan and its Staff.

        Entity Enrollment Form

        Use this form to enroll if you are a business entity, if you are a scholarship, nonprofit or government entity, or if you are opening a trust account.

        Plan Description

        The official plan description.

        Profile Change Form

        Use this form to change your name, address, phone number and other personal information.

        Account Features Form

        Use this form to add, change or delete recurring contributions or bank account information.

        Change of Investment Form

        Use this form to change your investment options.

        Transfer Form

        Use this form to transfer an account to a different account owner or beneficiary.

        Agent Certification Form

        Use this form to be added as an agent to an account with The Education Plan.

        Agent Authorization/Power of Attorney Form

        Use this form to designate an individual, corporation or other entity as your Agent.

        Organization Resolution Form

        Use this form to authorize people to conduct transactions on behalf of an organization.

        The Education Plan Employers Brochure

        An overview of how The Education Plan partners with employers to make saving for college easier for employees.

        The Education Plan Employers Flyer

        A flyer with an overview of how The Education Plan partners with employers to make saving for college easier for employees.

        The Education Plan Brochure

        An introduction to The Education Plan and what it offers.

        Folleto de El Plan de Educacion

        Conoce un poco mas de El Plan de Educacion y que puede ofrecerte.

        The Education Plan Media Kit

        Overview of the Education Plan and its Staff.

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        VIEW LEGAL DISCLOSURE

        For more information about The Education Plan, call 1.877.337.5268 or view the Plan Description and Participation Agreement, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing.

        Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You also should consult a financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state’s 529 plan(s), or any other 529 plan, to learn more about those plan’s features, benefits and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

        The Education Plan is administered by The Education Trust Board of New Mexico. Ascensus College Savings Recordkeeping Services, LLC, the Program Manager, and its affiliates, have overall responsibility for the day-today operations, including investment advisory, recordkeeping and administrative services. The Education Plan’s portfolios invest in: (i) mutual funds; (ii) exchange traded funds; and/or (iii) a funding agreement issued by New York Life. Investments in The Education Plan are not insured by the FDIC. Units of the portfolios are municipal securities and the value of units will vary with market conditions.

        Investment returns will vary depending upon the performance of the portfolios you choose. You could lose all or a portion of your money by investing in The Education Plan depending on market conditions. Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.

        Ugift is a registered service mark of Ascensus Broker Dealer Services, LLC.

        The Education Plan® and The Education Plan® Logo are registered trademarks of The Education Trust Board of New Mexico used under license.

        All other marks are the exclusive property of their respective owners.

        Not FDIC-Insured. No Bank, State or Federal Guarantee. May Lose Value.