Virginia College Savings Plan Overview

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VPEP Forms

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

Getting Started

	Title	Description
	Program Guide	VPEP Program Guide
	Master Agreement	VPEP Program Guide Master Agreement
	Contract Prices	Contract Prices for current enrollment period
	Rollover & Investment Direction Change Form	If funding account from an existing Qualified Tuition Program
	Coverdell/Treasury Bond Transfer	If funding account from Coverdell Savings Account or Savings Bonds
	Account Owner Acceptance	Signed acceptance of all contract terms
	Automated Payment Authorization	Sign up for monthly direct bank draft
	Down Payment Form	If you are submitting a downpayment
	Commonwealth of Virginia Payroll Deduction	Virginia State Employees ONLY

Maintaining Your Account

	Title	Description
	Change of Address Form	Notify us when you move
	Refinance Request	Change payment terms
	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	Instructions for using your benefits
	Intent To Enroll	Required notification form to use benefits
	Reasonable Rate of Return Since Inception	Rate of return history since 1996

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