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The following forms will help you maintain your OCSP account. Simply download and print the appropriate form, fill out and mail to:

Oklahoma College Savings Plan
PO Box 8193
Boston, MA 02266-8193

All of the below forms are in PDF format and require the free Adobe Acrobat Reader.

Form	Purpose	Sample Form
Account Application Individual Account Custodial Account for a Minor (UGMA/UTMA) Entity Account	The Oklahoma College Savings Plan (OCSP) offers three types of account ownership: Individual, Custodial Account for a Minor, or Entity Account. Please read the Disclosure Booklet and Participation Agreements carefully before opening an Account. Be sure to choose the type of Account that is appropriate for you. Use this form to open a OCSP account by an individual (typically a parent, grandparent, family member or friend). Use this form to open an Account under the Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA). Unlike other types of accounts, a custodial account owner is acting purely in a representative capacity for the minor beneficiary, who is the legal owner of the account. Please read the Important Information about Custodial Accounts for a Minor, contained in the Account Application for a Custodial Account, before opening this type of account. You should also be aware that funds deposited into this type of account cannot be transferred or rolled over to another account owner or beneficiary. Use this form to open an account for a trust, estate, business entity, IRC 501(c)(3) organization, or a state/local government.	Sample Individual Account Form Sample Custodial Account for a Minor Form Sample Entity Account Form
Account Services Form	Use this form to add or modify your Account information, such as a change Account Owner or Beneficiary addresses or telephone numbers. You can also use this form to add, modify or revoke a Contingent Account Owner designation. You should be aware that a Contingent Account Owner can only be named for an Individual account and may become the Account Owner upon the death of the current Account Owner, subject to account ownership requirements set forth in the Disclosure Booklet.	Sample Account Services Form
Additional Contribution by Mail	Use this form to contribute to an existing OCSP Account.	Sample Additional Contribution by Mail Form
Annual Rebalance Form *	Use this form to rebalance, or transfer, assets among Investment Options for the same Beneficiary once per calendar year. See the note below for more information about using this form.	Sample Annual Rebalance Form
Authorization for Automatic Payroll Deduction	Use this form to establish or modify automatic payroll deduction only if your employer agrees to offer this option. Use only one form to allocate your payroll deductions among Accounts you may own for one or more Beneficiaries. You can also make recurring contributions from your bank account. See the Electronic Banking Information Form for details.	Sample Authorization for Automatic Payroll Deduction Form
Change of Account Owner *	Use this form to change the Account Owner on a Program Account. (Only an Individual or Entity Account can use this form because a change of Account Owner is not permissible for Custodial Accounts for a Minor.) See the note below for more information about using this form.	Sample Change of Account Owner Form
Change of Beneficiary *	Use this form to change the Beneficiary on a OCSP Account. (Only an Individual or Entity Account can use this form because a change of Beneficiary is not permissible for Custodial Accounts for a Minor.) See the note below for more information about using this form.	Sample Change of Beneficiary Form
Electronic Banking Information Form	Use this form to add, change or delete your bank information from your Account. You can establish an Automatic Contribution Plan (ACP) or elect the Electronic Purchase Option by completing this form.	Sample Electronic Banking Information Form
Rollover Form for New or Existing Program Accounts	Use this form to request a direct rollover from another qualified tuition plan (QTP), or to make an indirect rollover of assets within 60 days from another QTP, Coverdell Education Savings Account or from the redemption of a qualified U.S. Savings Bond.	Sample Rollover Form for New or Existing Program Accounts
Withdrawal Request Form†	Use this form to withdraw assets from OCSP for any reason.	Sample Withdrawal Request Sample Form
* Note: If you submit an Annual Rebalance Form, Change of Account Owner and/or Change of Beneficiary AND you participate in automatic payroll deduction, the Automatic Contribution Plan (ACP) and/or the Electronic Purchase Option, then you may need to submit an Authorization for Automatic Payroll Deduction Form and/or Electronic Banking Information Form along with your request. Please read each form carefully or call for assistance. †Online withdrawals are now available. You may request a withdrawal from your Account online that will be sent via Automated Clearing House (ACH)‡ to your bank account, as long as your banking information has been on file with your Account for at least 30 days and your address has not changed within the last 30 days. Non-qualified withdrawals are subject to income taxes and the federal additional 10% tax. Click here to access your Account and request an online withdrawal. ‡ACH payments may take several days to be deposited into your bank account.

Not Sure Where to Begin?

Use the calculators to see how much college will cost and how much you need to save.
Read the FAQ and the OCSP Disclosure Booklet and Participation Agreements (PDF, 519KB), or call us toll-free at
1-877-654-7284.
Open an Account today.

Don't forget to set up the Automatic Contribution Plan (PDF, 157KB) or use Payroll Deduction (PDF, 45KB) for your contributions.

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