NC 529 Resources & Forms
Find the tools, documents, and forms you need to open, manage, and make the most of your NC 529 Account. From program details to calculators and account forms, these resources are here to help you take the next step. These resources are here to help you no matter where you are in your educational savings journey.
Review details about NC 529 investment options, features, and important disclosures.
View the Program DescriptionEstimate how your savings could grow over time, and see what’s possible with consistent contributions.
Use the Savings CalculatorRisks and Important Information
Get important information about investing, including potential risks, fees, and considerations for education saving.
For more information about the NC 529 Plan, please review the complete NC 529 Plan Program Description as well as the Enrollment and Participation Agreement available on this website, or contact 800-600-3453 to request an enrollment kit that includes both. Before opening an Account, or contributing funds to an existing Account, you should carefully read and consider the Program Description, which includes information on investment objectives, risks, charges, expenses, and other important information.
North Carolina's National College Savings Program (NC 529 Plan) is a program of the State of North Carolina, established and maintained by the North Carolina State Education Assistance Authority (Authority) as a Qualified Tuition Program under federal tax law, and administered by College Foundation, Inc. (CFI). Current Investment Options are offered by State Employees' Credit Union (SECU) and The Vanguard Group, Inc. (Vanguard).
The features of a Qualified Tuition Program are complex and involve significant tax issues. The earnings portion of Withdrawals not used for Qualified Higher Education Expenses is subject to federal income tax and a 10% federal penalty tax, as well as state and local income taxes. The availability of tax benefits may be contingent on meeting other requirements.
Accounts are not bank or credit union deposits and are not insured by the Federal Deposit Insurance Corporation or the National Credit Union Administration (NCUA). Neither the contributions nor the earnings thereon invested in an NC 529 Account are backed by the full faith and credit of the State of North Carolina or guaranteed by the Authority, CFI, SECU, or Vanguard. Notwithstanding the foregoing, contributions and interest earned thereon allocated to the Federally-Insured Deposit Account Investment Option are guaranteed by the State Employees' Credit Union and insured by the NCUA, which is backed by full faith and credit of the United States Government, up to the applicable federal share insurance limits. The value of a Participant's Account will fluctuate with market conditions and the performance of the selected Investment Option. You could lose money by investing in the NC 529 Plan. Participants assume all responsibility for federal and state tax consequences.
Forms You Need to Create and Manage Your NC 529 Account
Everything you need to open, update, and manage your NC 529 Education Savings Account — clearly organized, all in one place. Below are all the resources you should need to open or manage your NC 529 Account. Each form is available in two formats: a Fillable PDF you can complete on your computer before printing and mailing and a Print & Fill PDF you can print and complete by hand. Please note: information entered into Fillable PDFs is not saved after you close the file.
Browse and download all applicable NC 529 Account forms below, including forms for opening an account, changing account information, managing beneficiaries, and requesting withdrawals.
Program Description and Supplements
Account Enrollment
There are three ways to open your Individual NC 529 Account. Select a method below to get started now or request an enrollment kit.
This form is designed to establish an Account on behalf of an Entity (estate, business, 501(c)(3) organization, or state or local government agency). This may also be used by a 501(c)(3) or state or local government agency to set up a Scholarship Account.
Account Changes
Use this form to transfer the ownership of your NC 529 Account.
Use this form to make changes or corrections to your original Enrollment and Participation Agreement.
Contributions
To set up or change payroll deduction contributions to your NC 529 Account, you must print the completed Payroll Deduction Authorization Agreement and provide it to your employer to activate your request.
This form is designed to accompany assets for deposit into an NC 529 Account from a Qualified Tuition Program, Coverdell Account, or U.S. Savings Bonds or to transfer assets between existing NC 529 Accounts.
This form is designed to initiate a Rollover of assets from another Qualified Tuition Program or Coverdell Education Savings Account to an existing NC 529 Account.
Send this form along with an NC 529 Account contribution.
If the Beneficiary's school refunded a portion of Qualified Higher Education Expenses that were paid using funds from a Qualified Withdrawal from your NC 529 Account, you may request to have those funds redeposited into the same Account to avoid certain tax consequences and penalties.
Send this form along with a Gift Contribution for an NC 529 Account. Using this form, you may request that the Program mail a Gift Card to the Participant (Account Owner) or Beneficiary.
Download this form to send a Gift Card directly to the Participant (Account Owner) or the Beneficiary upon making a Gift Contribution to an NC 529 Account.
Withdrawals
Request a Qualified or Non-Qualified Withdrawal from your NC 529 Account. A separate form/request is required for each Withdrawal. There is a $50.00 administrative charge for Non-Qualified Withdrawals and Rollovers to another Qualified Tuition Program.
Ready to keep things moving?
Whether you’re opening a new account or need help managing an existing one, we’re here to help you take the next step with confidence.