Schwab 529 Plan resources

To make changes to an existing 529 Plan, download and print the
appropriate form below. Mail your completed forms to:

Standard:
Charles Schwab & Co., Inc.
P.O. Box 3368
Greenwood Village, CO 80155

Overnight:
Charles Schwab & Co., Inc.
9601 East Panorama Circle
DEN2-02-052
Englewood, CO 80112

Have a Learning Quest® account?

Forms and Details

If you need assistance with your existing Schwab 529 or Learning Quest account please call 888-903-3863.

Managing your account

Form	Description
Schwab 529 College Saving Plan Application	Open a 529 account
Change of Address or Name	Change the account owner's address or legal name on your account.
Change of Beneficiary	Change the beneficiary for your account.
Change of Investment	Change your investment selection for your account (allowed twice per calender year in 2009 as authorized by the IRS).
Transfer Request	Transfer from another 529 plan or an Education Savings Account (Coverdell) to a Schwab 529 plan.
Withdrawal	Request a single withdrawal or set up automatic withdrawals from your account. Use the Authorization for Withdrawals by ACH to establish service to send withdrawals by ACH to your bank or other financial institution.

Funding your account

Form	Description
Schwab 529 Automatic Investment	Set up automatic contributions to your 529 account from your Schwab brokerage, Investor Checking, or other financial institution account. This service is available only to the account owner of the Schwab 529 plan.
Schwab 529 MoneyLink®	Establish electronic fund transfers to your 529 account from another Schwab account. This is available to anyone who has a brokerage account at Schwab.
Schwab 529 Deposit Slip	Make deposits into your 529 account by check (from your Schwab or other financial institution account) or transfer (from your Schwab account). Checks must be made payable to the Schwab 529 Plan, not the beneficiary.

Account details and performance

Form	Description
Schwab 529 Guide and Participation Agreement	Get complete details on the Schwab 529 Plan and how it works.
Schwab 529 Plan Brochure	Get a summary of the Schwab 529 Plan's features, benefits, and investment portfolios.
Schwab 529 Monthly Report	See current reports of the Schwab 529 Plan's investment performance.
Schwab 529 Quarterly Report
Schwab Annual Report

Before investing, carefully consider the plan's investment objectives, risks, charges and expenses. This information and more about the plans can be found in the Schwab 529 Guide and Participation Agreement available from Charles Schwab & Co., Inc., and should be read carefully before investing. If you are not a Kansas taxpayer, consider before investing whether your or the beneficiary's home state offers a 529 plan that provides its taxpayers with state tax and other benefits not available through this plan. As with any investment, it is possible to lose money by investing in this plan.

The Schwab 529 College Savings Plan is available through Charles Schwab & Co., Inc., and is managed by American Century Investment Management, Inc. The Plan was created by the Kansas State Legislature under the provisions of Section 529 of the Internal Revenue Code and is administered by Kansas State Treasurer Dennis McKinney. Notice: Accounts established under the Schwab 529 Plan and their earnings are neither insured nor guaranteed by the State of Kansas, the Kansas State Treasurer, American Century Investments or Charles Schwab & Co., Inc. Accounts established under the Schwab 529 Plan are domiciled at American Century Investments and not Schwab.

American Century Investments® receives remuneration from fund companies, including PIMCO Funds, American Beacon Funds, Metropolitan West Asset Management, and Baron Funds® for recordkeeping, shareholder services and other administrative services associated with funds held in the Schwab 529 Plan portfolios.

American Century Investment Services, Inc., Distributor and Underwriter.

(0807-6717)