skip to content

Documents

Annual Reports Forms Literature Financial Advisors

You may download any of the files below by clicking their respective titles. Additionally, some items can be ordered by entering the quantities desired and then selecting "Mail Items."

Annual Reports
Texas Prepaid Higher Education Tuition Program Annual Report
LoneStar 529 Audited Financial Statements	Downloadable Only

Forms
Account Maintenance Form	Account Maintenance Form Quantity:
Change of Beneficiary Form	Change of Beneficiary Form Quantity:
Change of Trustee/Rollover Form	Change of Trustee/Rollover Form Quantity:
Employee Payroll Deduction Form	Downloadable Only
Employer Authorization Payroll Deduction Form	Downloadable Only
Enrollment Application	Enrollment Application Quantity:
Enrollment Kit	Enrollment Kit Quantity:
Financial Advisor Change Form	Financial Advisor Change Form Quantity:
Third Party Access Form	Downloadable Only
UGMA/UTMA Form	Downloadable Only
Withdrawal Request Form	Withdrawal Request Form Quantity:

Literature
Allocation Worksheet	Downloadable Only
Consumer Brochure	Consumer Brochure Quantity:
Contribution Coupon and Gift Announcement	Downloadable Only
Plan Description and Savings Trust Agreement	Plan Description and Savings Trust Agreement Quantity:
Privacy Policy	Downloadable Only

Financial Advisors
Financial Advisor Flyer	Downloadable Only

Mail Items