Utah Educational Savings Plan

Forms & Downloads

UESP forms may be viewed and downloaded using Adobe Reader®.

  • Online: click the Perform online icon icon. (Note: Not all transactions can be performed online.)
  • Mail: click the Download a PDF icon icon, fill in the information, and print. UESP recommends printing the form twice, one to sign and send to UESP and one to keep for your records. Mail completed forms to:

    Mailing Address

    Utah Educational Savings Plan
    PO Box 145100
    Salt Lake City, UT 84114-5100

    Hand Deliver or Overnight Address:

    Utah Educational Savings Plan
    Board of Regents Building
    Gateway 2
    60 South 400 West
    Salt Lake City, UT 84101-1284

  • Fax: click the Download a PDF icon icon, fill in the information, and print. Fax completed forms to 800.214.2956.

What would you like to do?

Download the Program Description | Open an Account | Contribute to an Account | Perform Account Maintenance | Take a Withdrawal | Financial Adviser Forms

Download the Program Description
Title Function PDF
Program Description This Program Description contains information you should know before participating in the Utah Educational Savings Plan. Download a PDF of the Program Description

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Open an Account
Title Function Form PDF Online
Individual Account Agreement Open a new individual UESP account 100 Download a PDF of Form 100 Create an individual account online 
Institutional Account Agreement Open a new institutional UESP account 102 Download a PDF of Form 102  
UGMA/UTMA Custodial Account Agreement Open a new UGMA/UTMA custodial UESP account 104 Download a PDF of Form 104  
Account Owner/Agent Signature Card Provide a signature for validating future UESP account transactions 110 Download a PDF of Form 110  
Account Owner/Agent Signature Card with Signature Guarantee Provide a signature guarantee for validating a UESP account owner/agent’s signature 115 Download a PDF of Form 115  

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Contribute to an Account
Title Function Form PDF Online
One-Time or Recurring Contributions Authorization/Change1 Set up or change one-time or recurring contributions to a UESP account from a bank account 200 Download a PDF of Form 200 Set up a contribution online
Payroll Contribution1 Set up or change payroll contributions to a UESP account 205 Download a PDF of Form 205 Set up payroll contribution online 
Incoming Direct Rollover:
529 Plan or Coverdell ESA
Roll over liquidated funds into a UESP account from another 529 plan or transfer funds from a Coverdell ESA 210 Download a PDF of Form 210  
Liquidated Funds Transfer: 529 Plan, Coverdell ESA, or Savings Bonds Transfer liquidated funds into a UESP account from another 529 plan, a Coverdell ESA, or qualified U.S. Savings Bond 215 Download a PDF of Form 215  
Wire Transfer Notification Authorize a single, one-time wire transfer to a UESP account 225 Download a PDF of Form 225  

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Perform Account Maintenance
Title Function Form PDF Online
Internal Transfer2 Transfer funds between existing UESP accounts 400 Download a PDF of Form 400 Perform an internal transfer online
Investment Option Change Change the investment option on a UESP account 405 Download a PDF Form 405 Set up an investment option change online
Account Information Change Change the address(es) and/or telephone number(s) for a UESP account 500 Download a PDF of Form 500 Perform online 
Account Owner/Agent Change Change the account owner/agent listed on a UESP account 505 Download a PDF of Form 505  
Beneficiary Change/Correction Change the beneficiary listed on a UESP account or correct the current beneficiary’s information 510 Download a PDF of Form 510  
Primary/Secondary Successor Owner Designation or Change  Designate, add, change, or remove the current primary or secondary successor owner on a UESP account. 515 Download a PDF of Form 515 Set up or change account successors online 

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Take a Withdrawal
Title Function Form PDF Online3
Withdrawal Request Withdraw money from a UESP account 300 Download a PDF of Form 300 Set up a withdrawal online

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Financial Adviser Forms
Title Function Form PDF Online
Entity Limited Power of Attorney Registration Register an entity that may be granted limited power of attorney authority 700 Download a PDF  
Entity Limited Power of Attorney Authorization Grant an entity limited power of attorney authority for a UESP account(s) 710 Download a PDF  
Entity Limited Power of Attorney Revocation Revoke an entity's limited power of attorney authority for a UESP account(s) 720 Download a PDF Perform online
Entity Limited Power of Attorney Signature Card Provide signatures that will be used to validate account transactions 730 Download a PDF  
Individual Limited Power of Attorney Registration Register an individual who may be granted limited power of attorney authority 800 Download a PDF  
Individual Limited Power of Attorney Authorization Grant an individual limited power of attorney authority for a UESP account(s) 810 Download a PDF  
Individual Limited Power of Attorney Revocation Revoke an individual's limited power of attorney authority for a UESP account(s) 820 Download a PDF Perform online

Limited Power of Attorney Access Levels

The account access granted to you by your client is limited to the authority described below:

 Authorization Level Obtain Account Information Initiate Transactions Online or with Applicable Form
Contributions Investment Option Changes Transfers Between Accounts  Withdrawals
Level 1 Low
(Informational)
Online Only No No No No
Level 2 Medium
(Limited)
Online & Phone Yes Yes Yes No
Level 3 High
(Limited + Withdrawals)
Online & Phone Yes Yes Yes Yes—by form only and not online4

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If you have any questions about the forms, please call toll-free 800.418.2551 or e-mail info@uesp.org.