Documents

Annual ReportsBack to top

• Texas Prepaid Higher Education Tuition Program Annual Report
• Texas Tuition Promise Fund Audited Financial Statements

FormsBack to top

• Approval Request to Use Scholarship Tuition Units Awarded by the Match the Promise Foundation
• Account Maintenance Form
• Benefits Authorization Form
  Benefits Authorization FormQuantity:
• Change of Beneficiary Form
  Change of Beneficiary FormQuantity:
• Change of Purchaser Form
• Employee Payroll Deduction Form
• Employer Authorization Form
• Enrollment Application
  Enrollment Application Quantity:
• Enrollment Kit
• Refund Request Form
  Refund Request Form Quantity:
• Rollover Form
  Rollover Form Quantity:
• Roth IRA Rollover Form
• Transfer Value Payment Authorization Form
• UGMA/UTMA Form
  UGMA/UTMA Form Quantity:

LiteratureBack to top

• Academic Year Tuition Unit Pricing Schedule and Unit Value Redemption Guide
  Academic Year Tuition Unit Pricing Schedule and Unit Value Redemption Guide Quantity:
• Allocation Worksheet and Quarterly Performance
• Consumer Brochure
  Consumer Brochure Quantity:
• Contribution Coupon and Gift Announcement
• Enrollment Kit
  Enrollment Kit Quantity:
• Latest Newsletter
• Plan Description and Master Agreement
  Plan Description and Master Agreement Quantity:
• Privacy Policy
• Student Handbook
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• Texas Tuition Promise Fund Webinar Presentation

Financial AdvisorsBack to top

• Financial Advisor Flyer

• You may also find the podcast linked below of interest, as it discusses how 529 plans can be a valuable way to build trust and deepen relationships with your clients – while offering them a great tax-advantaged way to save for future education costs.

  Listen Now to a podcast for financial advisors

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