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IMPORTANT NOTICE
The LoneStar 529 Plan is established and maintained by the Texas Prepaid Higher Education Tuition Board. The Texas Sunset Advisory Commission performs periodic reviews of most state agencies. The Commission is currently reviewing the mission and performance of the Board. For information on how to provide comments or suggestions to Sunset staff on the Board’s mission, operations or services, please click here.

Documents

Forms And Literature

You may download any of the files below by clicking their respective titles. Alternatively, 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

College Savings Plan Audited Financial Statements

FormsQuantity
LoneStar 529 Employer Authorization Payroll Deduction FormDownloadable Only
LoneStar 529 Plan Account Maintenance Form
LoneStar 529 Plan Change of Beneficiary Form
LoneStar 529 Plan Change of Trustee/Rollover Form
LoneStar 529 Plan Employee Payroll Deduction FormDownloadable Only
LoneStar 529 Plan Enrollment Application
LoneStar 529 Plan Enrollment Kit
LoneStar 529 Plan Financial Advisor Change Form
LoneStar 529 Plan Rights Of Accumulation LOI Form
LoneStar 529 Plan Third Party Access FormDownloadable Only
LoneStar 529 Plan UGMA/UTMA FormDownloadable Only
LoneStar 529 Plan Withdrawal Request Form



LiteratureQuantity
LoneStar 529 Consumer Brochure
LoneStar 529 Plan Allocations WorksheetDownloadable Only
LoneStar 529 Plan Contribution Coupon and Gift Announcement Downloadable Only
LoneStar 529 Plan Description and Savings Trust Agreement
LoneStar 529 Plan Privacy Policy Downloadable Only

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