Looking for More Ways to Save?
New Account Checklist
Online enrollment takes about 10 minutes to complete. To expedite the process, be ready with the following information before you begin:
Account Owner | |
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The account owner must be 18 years or older and a U.S. citizen or resident alien with a U.S. mailing address. |
Designated Beneficiary | |
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The designated beneficiary is the individual for whose benefit the funds will be used. The designated beneficiary must be a U.S. citizen or resident alien with a U.S. mailing address. |
Successor Account Owners | |
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You may assign one successor account owner in the event of your death. Successors are not required but are a very good idea. |
Initial Investment | |
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The minimum initial contribution is $250.00 |
Rollover Information (if applicable) | |
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Rollovers are proceeds from a qualified tuition plan, Coverdell educational savings account, or Series EE Savings Bonds redeemed within the last 60 days. |
Bank Information | |
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Bank information is needed if you are making your contribution online and/or you're going to enroll in the Automatic Investment Program. |
* Social Security numbers are required for 529 plan accounts by federal tax law.
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