A Program of the Tennessee Department of Treasury · David H. Lillard, Jr., State Treasurer

Account Maintenance & Forms

Need to manage your TNStars Client Account? You can perform many account management functions by logging in to your account, or you may complete one of the forms below.

Tennessee Governor, Treasurer Lillard at ABLE bill signing

Account Management

Looking to change investment options or a beneficiary? Contribute additional funds? Most account changes can be done online by logging into your account. You will also find downloadable forms below to perform account management tasks and more. If you have questions, call a Client Service Representative at (855) 386-7827.

Action Complete Online Download Form
Access UGift code to invite Family and Friends to contribute Log in
Add a Trusted Contact Log in Download Form
Change Investment Options Log in Download Form
Change the Beneficiary Unavailable online Download Form
Contribute Additional Funds Log in Download Form
Grant Agent or Third-Party Access Unavailable online Download Form
Manage Recurring Contributions Log in Download Form
Request a Withdrawal Log in Download Form
Rollover into TNStars from another 529 plan, Coverdell ESA, or Qualified U.S. Savings Bond Log in Download Form
Transfer funds to another TNStars account Unavailable online Download Form
Transfer Ownership Unavailable online Download Form
Update General Account Information Log in Download Form
View your Quarterly Account Statement Log in

Depending on the requested change or type of transaction, other restrictions and/or requirements may apply. Remember, it is your responsibility to ensure that the information for an account is current and accurate at all times.

Automate Your Contributions

Never forget to contribute to your TNStars plan again! Let your plan do the work for you by setting up recurring contributions to your account every month or year. What are you waiting for? To get started, simply login to your account, and select Contribute. When you elect to contribute electronically from your bank account, you can set the contribution frequency that works for you.

Get Started

College savings illustration of a hand dropping a coin into a piggy bank surrounded by books and a mortar board graduation cap

Family sitting at the dinner table

You Don't Have To Do This Alone!

Invite your friends and family members to contribute to your TNStars account in the form of a gift!

Send Invitation Now