NextGen Client Direct Series Account Servicing Forms

Once you open your NextGen account, it’s easy to start automatic funding, make account changes or handle rollover contributions and withdrawals with our library of forms.

If you currently use the services of a Merrill Lynch Financial Advisor, the Merrill Edge Advisory Center or a participating Maine Distribution Agent, please contact them directly to receive the appropriate NextGen Select Series account maintenance forms.

Complete this form to enroll in NextGen’s Automated Funding Service (AFS) or to change or terminate the AFS amount for your existing NextGen account.

Download PDF Form

Complete this form to initiate an investment change to your NextGen Direct account. This form contains instructions regarding both current and future contributions, as well as restrictions that may apply to investment changes.

You can change existing NextGen assets to a new investment option only once per calendar year or when you change the beneficiary on your account. You can change how future contributions are invested at any time.

Download PDF Form

Complete this form to initiate new payroll deduction instructions or to change current payroll deduction allocations on existing NextGen accounts. The Payroll Deduction Form must be submitted directly to your employer.

Download PDF Form

Complete this form if you want to change the current beneficiary on your NextGen account to a new beneficiary.

Download PDF Form

Complete this form to request a withdrawal from your NextGen account. If you want funds to be paid to more than one payee, please complete a separate form for each payee. You can also request a withdrawal from your NextGen Direct account over the phone. Be sure to have your NextGen account number, the withdrawal amount you are requesting and know the portfolios you would like to liquidate. Call 1-877-4-NEXTGEN (877-463-9843) to speak to a NextGen representative.

Download PDF Form

Complete this form if you are rolling over all or part of the assets from another state’s Section 529 Plan or a Coverdell Education Savings Account into your NextGen account. You should also use this form if you are transferring the assets in qualifying Series EE or I U.S. Savings Bonds to a NextGen account.

Download PDF Form

Complete this form to transfer assets from another Section 529 plan into your NextGen account.

Download PDF Form

Complete this form if you would like to transfer your NextGen account to a new account owner. The new account owner must also complete a NextGen Direct Account Application to submit with the Change of Participant Form.

Download PDF Form

If you are submitting a paper application, complete this form to self-certify eligibility to receive the $500 Harold Alfond College Challenge Grant.

Download PDF Form

Complete this form to change an address, telephone number, email address or legal name.

Download PDF Form

This booklet must be completed by Entity Participants establishing a NextGen account. It must be submitted with the appropriate completed NextGen College Investing Plan Account Application.

Download PDF Form

 
Need more information?
Call NextGen at
1-877-4-NEXTGEN
(1-877-463-9843).

Maine residents can call
1-800-228-3734.