Did You Know that You can Find Forms to
Manage Your Account Online
College Savings Bank maintains current versions of the forms that you need to manage your account(s) on our Websites. They are available for you to download, 24/7 from the comfort of your home or office.
Arizona Family College Savings Program participants visit http://arizona.collegesavings.com.
Montana Family Education Savings Program participants visit http://montana.collegesavings.com.
College Savings Bank account holders visit http://www.collegesavings.com.
On each site you will find:
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Deposit Slip Forms - Mail this form with contributions to
your existing account.
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Change of Address Forms - Mail this form to change the
correspondence address on your account.
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Direct Deposit Authorization & Change Forms - Mail this
form to add, change or terminate direct deposits from your
financial institution to your College Savings account.
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Enrollment Forms - To open up an additional account for
a new beneficiary, or for a new account owner.
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Change of Beneficiary Forms - Mail this form to change
the designated beneficiary of your account.
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Distribution Forms - Mail this form to authorize distributions from your account.
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Direct Rollover Forms - Mail this form to move funds
to a College Savings account from your current college
savings account.
For your protection, it is important to remember that many requests must be completed and mailed to College Savings Bank along with signatures of all account owners for verification against our records. In most instances we cannot accept a single signature on a jointly held account.
According to our policy, if any of the signatures do not match our records, we may request a signature guarantee. At College Savings Bank, the security of our account holders is our top priority - and our procedures reflect this.