Virginia College Savings Plan Overview

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VEST Forms

All the forms you'll need to sign up and administer your account

Getting Started

	Title	Description
	Program Guide	VEST Program Guide
	Program Description	VEST Program Description
	Investment Option Selection Guide	Investment Option Selection Guide
	Rollover & Investment Direction Change Form	If funding account from an existing Qualified Tuition Program or to Change portfolio selection
	Coverdell/Treasury Bond Transfer	If funding account from Coverdell Savings Account or Savings Bonds
	Account Owner Acceptance	Agree to the terms and conditions
	Automated Payment Authorization	Sign up for direct bank draft
	Commonwealth of Virginia Payroll Deduction	Virginia State Employees ONLY

Maintaining Your Account

	Title	Description
	Change of Address	Notify us when you move
	Rollover & Investment Direction Change Form	If funding account from an existing Qualified Tuition Program or to Change portfolio selection
	Account Access Authorization	Allow someone else to get account information
	Right of Survivorship Designation Change	Designate owner of account if account owner dies
	Account Owner Transfer	Change ownership to another
	Change of Beneficiary	Change the student who receives the funds

Using Your Benefits

	Title	Description
	Benefits Guide	Using your benefits
	Distribution Request	Request withdrawal from account
	Student Data Verification	Authorization to provide data to schools

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