Loading navigation

Learning Quest 529 Plan Designated Beneficiary Change Form

Complete this form if you would like to change the Designated Beneficiary on your Learning Quest 529 Plan Account.

Loading...

(0715-4590)

Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co. Inc. (Member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients.

© 2026 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored.

- Brokerage
- 401(k) Rollover
- Individual Retirement Accounts (IRAs)
- Schwab Bank Checking
- Small Business Retirement
- See More Accounts

SchwabSafe
Privacy
Additional Schwab Sites
Site Map
Business Continuity
Financial Statement
Accessibility Help
Contact Us
About Schwab
Careers
Investment Professionals' Compensation
Important Notices
Account Protection
SIPC®
FDIC Insurance
FINRA's Broker Check
Bank Client Complaints
Client Relationship Summaries

(1124-0VG4)

Skip to content

Find a Branch

- Advice Solutions
- Financial Planning
- Pricing
  - Commissions and Fees
  - Understanding Investment Fees
  - Low-Cost Investments
- Transferring Accounts
  - Costs and Considerations
- Other Details
  - Client Relationship Summaries
$0 online equity trade commissions + Satisfaction Guarantee.
See our pricing
- The Schwab Difference
- Ways to Invest with Us
- How We Compare
  - Compare Us to Our Competitors
  - See Our #1 Rankings
More choices. More ways to invest how you want.
Explore ways to invest
- Insights & Education
  - Overview
  - Stocks
  - ETFs
  - Mutual Funds
  - Bonds
  - Fixed Income
  - Portfolio Management
  - Options
  - Futures
  - Forex
  - Technical Analysis
  - Fundamental Analysis
- Trading
  - Overview
  - thinkorswim Demos
- Market Commentary
- Planning & Retirement
- Media

Open an Account Log In

Site Search