Maryland College Investment Plan - How To Make Changes to your Account

You may make certain changes by logging in to your account.  Other changes require you to download the appropriate form and follow the instructions on the form. 

The following changes can be made most easily by logging in to your account:

  • Changing your address and/or telephone number
  • Changing your email address
  • If you have already established Automatic Monthly Contributions (AMC), you may change the amount of your AMC as well as the day(s) of the month you are contributing. You also have the ability to stop your AMC.

If you do not wish to make the above changes online, you may choose instead to download the Account Maintenance Form and follow the instructions.

The changes listed below cannot currently be completed online. To make any of the following changes, please download the Account Maintenance Form and follow the instructions:

  • Begin regular investments through Automatic Monthly Contributions (AMC)
  • Reactivate an existing AMC
  • Change existing bank information
  • Begin or make changes to your Payroll Deduction
  • Change and Account Holder
  • Change or add an Account Holder’s Successor
  • Change the Beneficiary

Other helpful forms include:

Form Name

Download

Distribution Form 
Request a distribution from your account.
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Exchange Form 
Request an exchange from one portfolio to another.
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Investment Slip 
Make an additional contribution to your account.
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Rollover Form 
Request a rollover from another 529 savings plan.
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