KAPT Forms

We have collected all KAPT forms in one place for your convenience. To open, read and print these forms, documents, and instructions, you will need to download the free Adobe Acrobat Reader.

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Account Owner’s Guide to Using KAPT Benefits

Billing Authorization Form

Cancellation / Close Account Form

Change of Beneficiary Form

Change of Beneficiary Form due to death or disability of Beneficiary

Change of Purchaser Form due to death, disability, or marital dissolution

Change of Purchaser – General Form

Fee Schedule

Intent to Enroll in Out-of-State Institution

Reimbursement Request Form

Successor-In-Interest Form

UTMA Successor Form

UTMA / UGMA Change of Ownership Form

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