Forms and Downloads for you and your clients

TNStars account forms

You may enroll online and perform several account functions online, or you may choose one of the PDF forms below to print out. If you have any questions about the forms, please call 855-386-7827or e-mail tn.stars@tn.gov.

Help Manage Your Clients' Accounts

Power of Attorney
This form may be completed by the TNStars Participant to designate an individual or entity to act as the Participant’s agent with limited authority to view and/or transact business within the Participant’s TNStars account(s). This form also allows the Participant to modify or revoke the Limited Power of Attorney Authorization for the agent.

Open an Account

Individual Enrollment Application
This form allows you to open a new individual TNStars account

Contribute to an Account

Automated Contributions Authorization/Change
This form allows you to establish or change automated contributions to your TNStars 529 College Savings Program account from your bank account.

Rollover Form
This form enables you to rollover all or a portion of your account balance from another 529 program into a TNStars College Savings 529 Program account.

State Payroll Employee Form
This form allows you to set up a payroll deduction into the plan. Please check the Employer Resources page to ensure that your employer is on the list.

Perform Account Maintenance

Account Maintenance Form
This form allows you to make an address change, change Purchaser Appointee information, and other functions such as automatic contributions.

Request a Withdrawal

Withdrawal Request Form
This form allows you to request  a withdrawal from your TNStars College Savings 529 Program account.

Access the Offering Document

Disclosure Brochure
The Disclosure Brochure provides important information related to the Investment Options, Contributions, Fees and Expenses, and your obligations as a valued Participant in the TNStars® College Savings 529 Program.

 

Complete it and return to our office by:

Mail:  PO Box 198801; Nashville, TN 37219
Email:  tn.stars@tn.gov
Fax:  615.401.6816

Request info for you and your client