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Forms and literature

Select the appropriate form below by clicking on the name. The form will be displayed in PDF format suitable for printing. You must have Adobe® Reader software (available free at www.adobe.com) to download or print the forms. Please note that some of these transactions can be done online, as indicated.

Open an account Perform
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Enrollment Kit

Read the Program Description before opening an account as it contains important information you need to know before investing.

Enrollment Kit Components:

Product Brochure

An overview of the features and benefits of IDeal - Idaho's College Savings Program.

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Program Disclosure Statement

Important information about the plan, investments, expenses, and transactions.

 
Enrollment Form

Use this Enrollment form to open an IDeal account.

Incoming Rollover Form
Request a direct rollover from another qualified 529 plan or Education Savings Account to an IDeal account.
Manage your account Perform
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Account Information Change Form
Update existing information (name, address, phone number, successor account owner information) or transfer assets to a new account owner.
Beneficiary Change Form
Change the beneficiary on an existing IDeal account or transfer a portion of the account assets to a new beneficiary's account.
Power of Attorney
Grant another person or organization authority to act on your IDeal account(s).
 
Limited Power of Attorney
Grant another person or organization limited authority to act on your IDeal account(s).
 
Form W-9 Request for Taxpayer Identification Number and Certification
Certify the account owner's or beneficiary's Social Security number or Taxpayer ID number.
 
Make a contribution Perform
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Contribute by Check
Contribution checks should be mailed here. If you have a contribution voucher, please include it with your check. If you do not have a contribution voucher, please write the full name of the beneficiary in the check memo area and include a brief note indicating the amount to be deposited to the account, the Account Owner’s name and the Beneficiary’s name (the student you are saving for).
   
Exchange/Future Contribution (Allocation) Change Form
Move money within a Plan account to a different investment option (allowed twice per calendar year) or change investment options for future contributions (allowed anytime).
Automatic Investment/Electronic Bank Transfer Form
Start, change, or stop automatic bank transfer contributions or add or change bank information for electronic contributions to an IDeal account.
Incoming Rollover Form
Request a direct rollover from another qualified 529 plan or Education Savings Account to an IDeal account.
Payroll Direct Deposit Form
Automatically deduct money from your paycheck and deposit it into an IDeal account (if your employer offers payroll deduction), or change your existing deduction. (If you're opening a new account, you can enroll online and select payroll deduction as your contribution method.)
Make a distribution Perform
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Distribution Request Form
Initiate a withdrawal from your account.
IDeal plan literature Perform
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IDeal Slimline
View the benefits and components of IDeal at a glance.
 
IDeal Spanish Slimline
Spanish version of the slimline above.
 

Ugift

Perform
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Give or receive the gift of college savings by using Ugift® − Give College Savings ($25 minimum).

If you are not an IDeal Account Owner but would like to give to an IDeal account electronically, check with the Account Owner for the beneficiary’s Ugift code.

Have a code? Enter it at Ugift529.com.

   
Ugift Invite Coupon

Share your Ugift code by including a printed coupon with a party invitation.

 
IDeal gift certificate  
Just because gift certificate  
Birthday gift certificate  
Congratulations gift certificate  
Graduation gift certificate  
Holiday gift certificate  
Baby boy gift certificate  
Baby girl gift certificate  

Ascensus Broker Dealer Services is the distributor of IDeal - Idaho College Savings Program. Learn more about Ascensus Broker Dealer Services, Inc. on FINRA's BrokerCheck.

Important Legal Information

By clicking on one of the social media icons, you are leaving the IDeal website, maintained by Ascensus College Savings, and are being redirected to a social media site solely maintained by the Idaho College Savings Program Board (“Board”). Ascensus Broker Dealer Services, Inc., the program manager for IDeal, does not monitor or endorse the Board's social media activities. All IDeal social media activities are the sole responsibility of the Board.

Mr. Thiros is a registered representative of Ascensus Broker Dealer Services Inc., 877-529-2980, 95 Wells Ave, Newton MA (member FINRA/SIPC) and is not employed by the State of Idaho.

For more information about IDeal - Idaho College Savings Program ("IDeal"), call 866-433-2533 or click here to obtain a Disclosure Statement. The Disclosure Statement discusses investment objectives, risks, charges, expenses, and other important information. Because investing in IDeal is an important decision for you and your family, you should read and consider the Disclosure Statement carefully before investing. Ascensus Broker Dealer Services, Inc. ("ABD") is Distributor of IDeal.

Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You should also consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state’s 529 college savings plan(s), or any other 529 plan, to learn more about those plans’ features, benefits, and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

IDeal is administered by the Idaho College Savings Program Board ("Board"). ABD, the program manager, and its affiliates, have overall responsibility for the day-to-day operations, including investment advisory, recordkeeping and administrative services, and marketing. The Vanguard Group, Inc. ("Vanguard") serves as Investment Manager for IDeal. Sallie Mae Bank serves as the Savings Portfolio Manager for IDeal. IDeal's Portfolios invest in either: (i) mutual funds offered or managed by Vanguard; or (ii) an FDIC-insured omnibus savings account held in trust by the Board at Sallie Mae Bank. Except for the Savings Portfolio, investments in IDeal are not insured by the FDIC. Units of the Portfolios are municipal securities and the value of units will vary with market conditions.

Investment returns will vary depending upon the performance of the Portfolios you choose. Except to the extent of FDIC insurance available for the Savings Portfolio, you could lose all or a portion of your money by investing in IDeal, depending on market conditions. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.

Not FDIC-Insured (except for the Savings Portfolio). No Bank, State or Federal Guarantee. May lose value.