Broker/Dealer Change Request Form

ES_RIA_BD_012023 — Page 1 of 2

DO NOT STAPLE

CollegeBound 529

1. This change applies to

Acc

All of your Accountsd List of Accounts attached Individual Account

Note: Regardless of the option you select, complete Section 2.

2. Account information

Account Number

Name of Account Owner (rst, middle initial, last)

3. New Broker/Dealer information (To be completed by the nancial professional.)

Firm Name

Broker/Dealer Name (rst, middle initial, last)

Branch Number (if applicable) Advisor ID Number/IRD Number BIN Number (if applicable) Matrix Level

Mailing Address

City State Zip Code

Telephone Number

• Use this form to authorize the change of the Broker/Dealer listed on your

CollegeBound 529 Account.

• Type in your information and print out the completed form, or print clearly,

preferably in capital letters and black ink. Mail the form to the address listed.

Do not staple.

Forms can be downloaded from our website at www.collegebound529.com,

or you can call us to order any form — or request assistance in completing this

form — at 1.877.615.4116 any business day from 8 a.m. to 8 p.m. Eastern time.

1.877.615.4116

8 a.m. to 8 p.m. Eastern Time M-F

www.coll

ege

bound529.com

Regular mailing address:

CollegeBound 529

P.O. Box 55987

Boston, MA 02205-9722

Overnight mailing address:

CollegeBound 529

95 Wells Ave, Suite 155

Newton, MA 02459

CollegeBound 529

ES_RIA_BD_012023 — Page 2 of 2

DO NOT STAPLE

4. SIGNATURE — MUST SIGN BELOW

I certify that the information provided herein is true and complete in all respects, and that I have read, understand, consent, and agree

to all the terms and conditions of the CollegeBound 529 Program Description.

SIGNATURE

Signature of Account Owner Date (mm/dd/yyyy)

SIGNATURE

Signature of new Financial Professional Date (mm/dd/yyyy)

Invesco

State of Rhode Island

Ofce of the General Treasurer

Office of the General Treasurer

Ascensus®