Connecticut Higher Education Trust (CHET) Connecticut State Treasurer

Forms & Resources

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About the Connecticut Higher Education Trust (CHET)
Connecticut Higher Education Trust (CHET) Disclosure Booklet
 
Compare College Savings Options
 
Enrollment Brochure
 
Account Management
Account Information Change Form
Use this form to add or modify Plan Account Information. View sample
 
Change of Plan Account Owner/Beneficiary Form
Use this form to change the Account Owner and/or Beneficiary (for Individual and Entity Accounts only).
 
Durable Power of Attorney and Indemnification
Agreement for Power of Attorney Registration.
 
Authorized Agent/Interested Person Form
Use this form to authorize someone to be your Agent/Interested Person. View sample
 
Transfer Among Investment Options Form
Use this form to transfer funds among Investment Options within a Program Account. View sample
 
Account Opening
Account Application for an Individual Account
Use this form to open a new Plan Account by an Individual. View sample application
Account Application for a Custodian Account
Use this form to open a new Plan Account under UGMA/UTMA. View sample application
Account Application for an Entity Account
Use this form to open a new Plan Account by a Trust, Estate, Business Entity 501(c)(3), or State or Local Government Agency. View sample application
Contributions
Additional Contribution by Mail
Use this form to contribute to an existing Plan Account. View sample
 
Electronic Banking Information Form
Use this form to add, change or delete your Automatic Contribution Plan (ACP) or Electronic Purchase Option. View sample
 
Rollover Form for New or Existing Accounts
Use this form to roll over or transfer funds from another account into the Plan. View sample
 
Gifting
Gift Certificate — Any Occasion
 
Gift Certificate — Back to School
 
Gift Certificate — Birthday
 
Gift Certificate — Children’s Day
 
Gift Certificate — Christmas
 
Gift Certificate — Cinco de Mayo
 
Gift Certificate — Congratulations
 
Gift Certificate — Easter
 
Gift Certificate — Gift of Education
 
Gift Certificate — Graduation
 
Gift Certificate — Hanukkah
 
Gift Certificate — Kwanzaa
 
Gift Certificate — New Year’s Eve
 
Gift Certificate — St. Patrick’s Day
 
Gift Certificate — Valentine’s Day
 
Payroll Deductions
Payroll Deduction Form
Use this form to establish or modify Payroll Deduction. View sample
 
State of Connecticut Employee Payroll Deduction Form
Use this form only if you are a State of Connecticut Employee. View sample
 
Employer Guide to Payroll Deduction
Everything you need to know about helping your employees contribute to the Connecticut Higher Education Trust (CHET) through payroll deduction.
 
Withdrawals
Withdrawal Request Form
Use this form to withdraw funds from the Plan. View sample
 

Browse by Type

Applications
Account Application for an Individual Account
Use this form to open a new Plan Account by an Individual. View sample application
Account Application for a Custodian Account
Use this form to open a new Plan Account under UGMA/UTMA. View sample application
Account Application for an Entity Account
Use this form to open a new Plan Account by a Trust, Estate, Business Entity 501(c)(3), or State or Local Government Agency. View sample application
Brochure
Enrollment Brochure
 
Disclosures
Connecticut Higher Education Trust (CHET) Disclosure Booklet
 
Forms
Account Information Change Form
Use this form to add or modify Plan Account Information. View sample
 
Additional Contribution by Mail
Use this form to contribute to an existing Plan Account. View sample
 
Authorized Agent/Interested Person Form
Use this form to authorize someone to be your Agent/Interested Person. View sample
 
Change of Plan Account Owner/Beneficiary Form
Use this form to change the Account Owner and/or Beneficiary (for Individual and Entity Accounts only).
 
Durable Power of Attorney and Indemnification
Agreement for Power of Attorney Registration.
 
Electronic Banking Information Form
Use this form to add, change or delete your Automatic Contribution Plan (ACP) or Electronic Purchase Option. View sample
 
Payroll Deduction Form
Use this form to establish or modify Payroll Deduction. View sample
 
State of Connecticut Employee Payroll Deduction Form
Use this form only if you are a State of Connecticut Employee. View sample
 
Transfer Among Investment Options Form
Use this form to transfer funds among Investment Options within a Program Account. View sample
 
Rollover Form for New or Existing Accounts
Use this form to roll over or transfer funds from another account into the Plan. View sample
 
Withdrawal Request Form
Use this form to withdraw funds from the Plan. View sample
 
Gift Certificates
Gift Certificate — Any Occasion
 
Gift Certificate — Back to School
 
Gift Certificate — Birthday
 
Gift Certificate — Children’s Day
 
Gift Certificate — Christmas
 
Gift Certificate — Cinco de Mayo
 
Gift Certificate — Congratulations
 
Gift Certificate — Easter
 
Gift Certificate — Gift of Education
 
Gift Certificate — Graduation
 
Gift Certificate — Hanukkah
 
Gift Certificate — Kwanzaa
 
Gift Certificate — New Year’s Eve
 
Gift Certificate — St. Patrick’s Day
 
Gift Certificate — Valentine’s Day
 
Planning Tools
Compare College Savings Options
 
Employer Guide to Payroll Deduction
Everything you need to know about helping your employees contribute to the Connecticut Higher Education Trust (CHET) through payroll deduction.