- Choose your investment options.
Review your college savings choices and the available SMART529 Plans to help guide you through the process of evaluating your college savings needs and choosing the investment options that are right for you.
- Read the SMART529 Select Offering Statement.
The offering statement contains information about investment fees, expenses, performance history and risks. It also contains information about customer service and how your investments are managed and administered.
- Gather all required bank and personal information.
Social Security Numbers, dates of birth, bank information and other details are necessary to complete the enrollment process.
- Open your account.
You can enroll in one of two ways:
Automatic Investment Program
Sign up in one of two ways:
2. BY MAIL