
Managing competing priorities is chaotic enough. We are here to make this easy for you and your family, so we made a handy list of everything you'll need to make the process of opening a 529 smoothly. If you're setting up more than one account, you'll need to open them separately. If you're expecting, you can open an account for yourself and change the beneficiary once your baby arrives.
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YOUR BENEFICIARY'S PERSONAL INFORMATION |
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YOUR FUNDING INFORMATION |
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YOUR CONTACT INFORMATION |
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YOUR FUNDING INFORMATION |
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YOUR PERSONAL INFORMATION |
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YOUR CONTACT INFORMATION |
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YOUR BENEFICIARY'S* PERSONAL INFORMATION** |
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YOUR FUNDING INFORMATION |
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To open an account via the mail, please print and fill out our New Account Agreement form.
You can open an account with a recurring contribution of $50 per month or a $250 initial contribution...
Yes, you can. To get a head start on your expected child’s account, you can open an account designating yourself or...