Account Forms

Important Plan Information

Please review the important plan information below before opening an account.

   

Download

Brochure  
Disclosure Booklet and Participation Agreement  

Complete It Online

Log into your account to complete any of these transactions.

   

Go Online

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.

Send Us a Form

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.

 

Download

Upload 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.

Give a Gift

Contribute a gift to an existing VHEIP account and print a card to accompany your contribution.

   

Download

Make a gift contribution  
Print a gift certificate  

Please mail forms and contributions using the following addresses.

Regular Mail

Vermont Higher Education Investment Plan
Managed by Intuition College Savings Solutions
PO Box 44002
Jacksonville, FL 32231-4002

Overnight Mail

Vermont Higher Education Investment Plan
Managed by Intuition College Savings Solutions
9428 Baymeadows Rd.
Suite 110
Jacksonville, FL 32256

All forms are in PDF format and require the free Adobe Acrobat Reader.