Forms and documents

Forms

• PFD Refund Form

  Use this form to request a refund of your contribution made through the PFD into an Alaska 529 account. Restrictions apply, please read instructions.

   

  
• Alaska 529 Application

  Please review the Plan Disclosure Document before completing the application.

  Apply Online

   

  
• Account Application for an Entity Account (Trust, Business, Government Agency, and 501(c)(3))

  Please review the Plan Disclosure Document before completing the application.

  Apply Online

   

  
• Account Features Form

  Use this form to add or change contact or bank information, recurring contributions, a dollar-cost averaging program, or a systematic withdrawal program.

  Complete Online

   

  
• Account Information Change Form

  Make changes to contact information, successor account owner designation, or add an interested party.

  Complete Online

   

  
• Withdrawal Request Form

  Request a withdrawal from your account.

  Complete Online

   

  
• Incoming Rollover Form

  Request a rollover from another 529 savings plan.

   

  
• Direct Rollover Out to IRA Roth Form

  Request a rollover from your account to the beneficiary's Roth IRA.

   

  
• Transfer Due to Death of Account Owner Form

  Complete a transfer to a new account owner due to the death of the original account owner.

   

  
• Transfer Due to Death of Custodian Form

  Use this form to change the Account Owner, change the beneficiary, or both.

   

  
• Transfer Form

  Make changes to recurring contributions, bank information, or automatic dollar cost averaging.

   

  

Documents

• Alaska 529 Annual Report 6/30/23

  This report, updated annually, details investment portfolio performance for all investment options offered by Alaska 529.

  
• Alaska 529 Plan Disclosure Document

  Details and terms of participation in Alaska 529. This information should be read carefully before investing.