Forms and tax document
State Farm® 529 savings plans forms
Forms to keep for your records
State Farm Customer Relationship Summary
Review and discuss with State Farm registered representative before opening an account.
State Farm 529 Savings Plan Scope of Service
Review prior to completing the 529 Savings Plan Account Enrollment Form.
State Farm 529 Savings Plan Program Disclosure Statement
Review and discuss with State Farm registered representative before opening an account.
Forms to complete for a new account
State Farm 529 Savings Plan Account Enrollment Form
Download and complete with help from a State Farm registered representative.
529 Plan Account Suitability Form
The form is provided by and completed with a State Farm registered representative.
529 Plan Account Incoming Rollover Form (if applicable)
Request a direct rollover from another 529 Plan or Coverdell Education Savings Account.
Account Service and Change Forms
529 Plan Account Beneficiary Change Form
Change the beneficiary on an existing plan or transfer a portion of the account assets to a new beneficiary's account.
529 Plan Account Additional Contribution Form
Make an additional contribution to a State Farm 529 Savings Plan.
529 Plan Account Withdrawal Request Form
Request a full or partial Qualified or Non-Qualified Withdrawal from your State Farm 529 Savings Plan, or an indirect rollover out.
529 Plan Account Investment Option Change Form
Request an investment option change (allowed twice per calendar year) or change future contribution allocations.
Request a direct rollover to a Roth IRA.
529 Plan Account Payroll Direct Deposit
Start, change, or stop payroll direct deposit instructions on your existing State Farm 529 Savings Plan.
Start, change, or stop automatic bank transfers or add or change bank information for electronic contributions.
529 Plan Account Limited Power of Attorney
Designate an individual, corporation, or other entity as your agent with limited authority to act on your Plan.
529 Plan Account Organization Resolution
Identifies the officers or other persons who are authorized to conduct transactions on State Farm 529 Savings Plan Account(s) on behalf of an organization.
529 Plan Account Power of Attorney
Designate an individual, corporation, or other entity as your agent with complete authority to act on your Plan.
Trusted Contact Person Designation Form
State Farm Direct Fund Transfer Form
State Farm Account Owner Change Form
Tax forms
Read through this summary to learn more about tax forms.
Overview of Mutual Funds Taxation
This document will provide you basic information about taxation on mutual funds.
Correctly determining the cost basis of your shares is important for properly calculating your capital gain or loss for your federal income tax return. This document provides information about cost basis.
Use these tables when preparing your income tax returns.
IRS form 8937
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Neither State Farm® nor its agents provide tax or legal advice.
Before investing in a 529 plan, consider the plans investment objectives, risks, charges, and expenses. Contact the plan issuer for an official statement containing this and other information. Read it carefully.
The State Farm 529 Savings Plan (the “Plan”) is sponsored by the State of Nebraska, administered by the Nebraska State Treasurer, as Trustee, and the Nebraska Investment Council provides investment oversight. Union Bank and Trust Company serves as program manager and Northern Lights Distributors, LLC serves as distributor. Union Bank and Trust Company is registered as a municipal advisor with the U.S. Securities and Exchange commission (SEC) and the Municipal Securities Rulemaking Board (MSRB). The Plan offers a series of Investment Options within the Nebraska Educational Savings Plan Trust (the “Trust”) which offers other Investment Options not affiliated with the Plan. The Plan is intended to operate as a qualified tuition program to be used only to save for qualified education expenses, pursuant to Section 529 of the U.S. Internal Revenue Code.
An investor should consider the Plan’s investment objectives, risks, charges and expenses before investing. The Program Disclosure Statement at www.statefarm.com/finances/education-savings-plans/state-farm-529-college-plans which contains more information, should be read carefully before investing.
Investors should consider before investing whether their or their beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program and should consult their tax advisor, attorney and/or other advisor regarding their specific legal, investment or tax situation.
Not FDIC Insured* | No Bank Guarantee | May Lose Value
(*Except the Bank Savings Investment Option)
AP2026/09/1435