College guide

Actions to consider

Consider talking to your financial professional. They can offer advice and help you make decisions when going through a major life event or change.

You can log in and complete account updates and perform transactions for most account types.

Identify how you would like to take a distribution from your account

• Take a one-time distribution
• Set up or modify an automatic distribution plan
• Download the Add/Update Bank Information form (PDF) to link a bank account to receive distributions

Review the investment allocations in your account*

• Complete a one-time exchange or rebalance in an account
• Set up or modify an automatic rebalance plan
• Set up or modify an automatic exchange plan

* Note: Any exchange or rebalance is considered a strategy change for a CollegeAmerica Account.

Review the personal and banking information on your account

• Add or update the successor owner or custodian
• Update your address
• Update your email address to ensure you receive alerts about account activity, security and document availability