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Forms and Literature
Find the form you need by clicking a button below. You can also scroll down the page to see and learn more about each form. The form will be displayed in PDF format suitable for printing. You must have Adobe Reader software (available free at www.adobe.com) to download or print the forms. Please note that many transactions can be done online, as indicated.
Enrollment Kit
Review the Enrollment Materials and use the Enrollment Form included in this kit to open an Achieve Montana account.
Account Information Change Form
Update existing information (name, address, phone number, successor account owner information).
Beneficiary Change Form
Change the beneficiary on an existing Achieve Montana account or transfer a portion of the account assets to a new beneficiary’s account.
Agent Authorization/Limited Power of Attorney Form
Designate a Financial Advisor, Broker, individual, corporation, or other entity as your agent with limited authority to act on your Achieve Montana account.
Power of Attorney Form
Designate an individual, corporation, or other entity as your agent with the complete authority to act on your Achieve Montana account.
Form W-9 Request for Taxpayer Identification Number and Certification
Designate an individual, corporation, or other entity as your agent with the complete authority to act on your Achieve Montana account.
Exchange/Future Contribution (Allocation) Form
Move money within an Achieve Montana account to a different investment option (allowed twice per calendar year) or change investment options for future contributions (allowed anytime).
Automatic Investment/Electronic Funds Transfer Form
Start, change, or stop automatic fund transfer contributions or add or change bank information for electronic contributions to an Achieve Montana account.
Payroll Deduction Form
Automatically deduct money from your paycheck and invest it into an Achieve Montana account, (if your employer offers payroll deduction), or change your existing deduction. (If you’re opening a new account, you can enroll online and select payroll deduction as your contribution method.).
Rollover Form
Request a direct rollover from another 529 plan or Education Savings Account to an Achieve Montana account.
Distribution Request Form
Initiate a distribution from your account.
Rollover to Roth IRA
Complete this form to initiate a direct rollover of assets from your Achieve Montana Account to an existing Roth IRA account established for the benefit of the Beneficiary.
Highlights Brochure
An overview of the benefits of Achieve Montana.
Program Description
An in-depth description of the rules and regulations of Achieve Montana.
