Everything you need to open an account or conduct common transactions on an existing account are right here. You can perform many of these transactions online by logging in to your account; however, some may still require a paper form.
Please review the important plan information below before opening an account.
|Disclosure Booklet and Participation Agreement|
Log into your account to complete any of these transactions.
|Open an individual account|
|Open a custodial account for a minor (UGMA/UTMA)*|
|Make a contribution|
|Set up a recurring contribution|
|Set up payroll deduction contributions through your employer|
|Set up eGifting events & contributions|
|Rebalance funds among investment portfolios|
|Request a withdrawal|
|Update existing demographic information|
*By selecting this enrollment form, you will be instructing the Plan to open a Custodial 529 account. Custodial 529 accounts are subject to certain limitations. Please read the Disclosure Booklet and Participation Agreement carefully before contributing to a Custodial 529 account. Questions? Call (800) 637-5860.
These transactions require you to print and complete the corresponding form. To send us the completed form, log into your account and upload it online.
|Open an entity account|
|Affidavit of entity representative|
|Change the account owner|
|Change the beneficiary|
|Add or modify a contingent account owner|
|Add or modify an authorized agent|
|Correct name, date of birth, or SSN information|
|Rollover or transfer from another account or 529 plan*|
*Before doing a rollover or transfer from another account, be sure to consider the differences in features, costs, and possible tax consequences.
Vermont Higher Education Investment Plan
Managed by Intuition College Savings Solutions
All forms are in PDF format and require the free Adobe Acrobat Reader.