Only NextGen Client Direct Series enrollment materials are available from this site. If you are interested in investing in NextGen Client Select Series portfolios, please contact a participating Maine financial advisor.

You can use the forms below to service to your existing NextGen account. Consult the NextGen Program Description for important information before completing any of these forms. Select the appropriate form below by clicking on the form name. You must have Adobe Acrobat Reader software (available free at www.adobe.com) to download or print the forms. You can also request forms be mailed to you.

• NextGen Client Direct Account Application (Code-206107PM-0507) – To start a NextGen account. 
• 2008 Grant Certification -  To self-certify eligibility and receive a $200 NextGen Initial Matching Grant and/or $50 First Step Grant.
• 2008 Grant Terms and Conditions – Contains important information about NextGen’s Initial Matching Grant and First Step Grant. 
• NextGen College Investing Plan Program Description and Participation Agreement dated October 17, 2008 (Code-PD-1008)  – Contains information about what it means to be a NextGen account owner.

• 2008 NextGen Annual Matching Grant Certification and Terms and Conditions - Matches the contributions made in 2007 to existing NextGen Accounts.

Only NextGen Client Direct Series forms available from this site. Please contact a FAME NextGen Representative or a participating Maine financial advisor for Client Select account servicing forms.

• Automated Funding Service Enrollment/Change Authorization Form
  Use this form to enroll in NextGen's Automated Funding Service (AFS) and initiate automated contributions through a checking or savings account to an existing NextGen account. You may also use this form to terminate or change existing AFS instructions for your NextGen account.

• Client Direct Series Change of Beneficiary Form
  Use this form if you are invested in NextGen's Client Direct Series and wish to change the beneficiary on an existing NextGen account. Contact your financial advisor if you are invested in NextGen's Client Select Series.Contact your financial advisor if you are invested in NextGen's Client Select Series.

• Change of Participant Form
  Use this form to transfer all of the assets from your existing NextGen account to a new Participant (account owner). Upon the change of account owner on a NextGen account, the new account owner assumes all rights of ownership described in the NextGen Program Description. Note:  New account owners must also complete and submit a NextGen Account Application before a change in ownership can be processed.

• Incoming Rollover Form
  Use this form to roll over all or part of the balance of an account from another state's 529 plan, a Coverdell Education Savings account (ESA), or in connection with the liquidation of qualifying Series EE or I U.S. savings bonds to a NextGen account. If you do not already have a NextGen account, you must also complete a NextGen account Application. Note: If you would like to transfer assets from an existing NextGen account to another NextGen account for a different Designated Beneficiary, you must complete a NextGen Change of Beneficiary Form.

• Client Direct Series Investment Change Form
  Use this form if you are invested in NextGen's Client Direct Series and wish to initiate an investment change to your NextGen account. Account owners may change how previous contributions and any earnings thereon have been allocated for the same beneficiary once per calendar year or upon a change of the beneficiary. This form also initiates an investment change of future contributions, which may be changed at any time. Contact your financial advisor if you are invested in NextGen's Client Select Series.

• Matching Grant Withdrawal and Certification Form
  Use this form to request a withdrawal of the matching grant funds held in your NextGen account to pay for qualified higher education expenses. Note: The Matching Grant Withdrawal and Certification Form must accompany the NextGen 529 Withdrawal Request Form.

• Payroll Deduction Allocation Form
  Use this form to initiate new payroll deduction instructions or to change existing payroll allocation percentages between NextGen accounts. To change the dollar amount of an existing payroll deduction or to cancel an existing deduction, please contact your employer. Note: When you initiate new payroll deduction instructions, you will receive an Authorization for Payroll Deduction Form from the program manager, which you must provide to your employer to begin the processing of your payroll deductions.

• Client Direct Series Withdrawal Request Form
  Use this form if you are invested in NextGen's Client Direct Series and wish to request a withdrawal from your NextGen account. If you would like funds distributed to more than one distributee, please complete a withdrawal form for each distributee. Click here for more information about initiating a withdrawal from your NextGen account. Contact your financial advisor if you are invested in NextGen's Client Select Series. Contact your financial advisor if you are invested in NextGen's Client Select Series.
  Note: Matching grant funds, including earnings on matching grant funds, should be fully used before other assets in the NextGen account are used for qualified higher education expenses.The Matching Grant Withdrawal and Certification Form must accompany the NextGen 529 Withdrawal Request Form to make a full or partial withdrawal of matching grant funds.
  

• Contribution Coupon
  Use this coupon to make additional cash contribution into your NextGen account. Complete a separate coupon for each NextGen account you wish to make contributions. Note: One beneficiary per check. The aggregate account balance limit is $320,000 per beneficiary (effective January 1, 2008).

Click here to request forms, reports and/or enrollment materials be mailed to you.