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:
||The account owner must be 18 years or older and a U.S. citizen or resident alien with a U.S. mailing address.|
||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|
||You may assign one successor account owner in the event of your death. Successors are not required but are a very good idea.|
||The minimum initial contribution is $250.00|
|Rollover Information (if applicable)|
||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 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.