Account Forms

Need to set up an automatic contribution plan? Rollover or transfer funds? Make a change to an account or open a new one?

All the forms you need are right here. You can either fill in the form online and then print and mail it, or you can download, print and fill in the form manually.

Mail completed form to:

Regular mail
Oregon College Savings Plan
PO Box 55914
Boston MA 02205-5914

OR

Overnight mail
Oregon College Savings Plan
30 Dan Road
Canton, MA 02021

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

What would you like to do?

Select any of our forms from the list below; click the "sample" link to see a sample completed form:


To open an account, read the Disclosure Booklet carefully, then select from one of these three Account Applications:

†By selecting this application you will be instructing the Plan to open a custodial 529 account. Custodial 529 accounts are subject to certain limitations including the ability to make changes to, and transfers to and from the account. Please read the disclosure booklet carefully before contributing to a Custodial 529 account. Questions call (866) 772-8464.
We are here to help. call 1-866-722-8464 monday through friday 9 to 5 pacific standard time
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Oregon 529 College Savings Network