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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

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

Literature	Quantity
LoneStar 529 Consumer Brochure	LoneStar 529 Consumer Brochure
LoneStar 529 Plan Allocations Worksheet	Downloadable Only
LoneStar 529 Plan Contribution Coupon and Gift Announcement	Downloadable Only
LoneStar 529 Plan Description and Savings Trust Agreement	LoneStar 529 Plan Description and Savings Trust Agreement
LoneStar 529 Plan Privacy Policy	Downloadable Only

Financial Advisors

Financial Advisor Flyer

Mail Items