Forms and documents
Contact us
clientservice@troweprice529.com
Monday–Friday; 8 a.m.–8 p.m. eastern time.
Mailing Address
T. Rowe Price 529
PO Box 219124
Kansas City, MO 64121
Overnight Delivery Address
T. Rowe Price 529
1001 E 101st Terrace, Suite 200
Kansas City, MO 64131
Forms
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Account Application
Please review the Plan Disclosure Document before completing the form.
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Account Application for an Entity Account
Please review the Plan Disclosure Document before completing the form.
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Account Features Form
Make changes to contact information, bank information or recurring contributions or add/change banking information.
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Withdrawal Request Form
Request a withdrawal from your account.
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Incoming Rollover Form
Request a rollover from another 529 savings plan.
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Direct Rollover Out to Roth IRA Form
Request a rollover from your account to the beneficiary's Roth IRA.
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Account Information Change Form
Make changes to contact information or successor designation, or add an interested party.
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Transfer Due to Death of Account Owner Form
Complete a transfer to a new account owner due to the death of the original account owner.
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Transfer Due to Death of Custodian Form
Complete a transfer to a new custodian due to the death of the original account custodian.
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Transfer Form
Use this form to change the account owner, change the beneficiary, or both.
Documents
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T. Rowe Price 529 Annual Report 6/30/25
This report, updated annually, details investment portfolio performance for all investment options offered by T. Rowe Price 529.
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T. Rowe Price 529 Plan Disclosure Document
Details and terms of participation in T. Rowe Price 529. This information should be read carefully before investing.
