TRP College Savings Plan Logo
640232802

Opening a 529 Account Should Be Stress-Free

So, Here's the Information We Need. It's Simple.

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.

YOUR PERSONAL INFORMATION
  • Social Security number
  • Date of birth
  • Residential address

YOUR CONTACT INFORMATION
  • Email address
  • Phone number

YOUR BENEFICIARY'S PERSONAL INFORMATION
  • Social Security number
  • Date of birth
  • Residential address

YOUR FUNDING INFORMATION
  • Checking or savings account number and bank routing number, or
  • A check, or 
  • Rollover information from another 529 or education savings account 

YOUR PERSONAL INFORMATION
  • Social Security number
  • Date of birth
  • Residential address

YOUR CONTACT INFORMATION
  • Email address
  • Phone number

 

YOUR BENEFICIARY'S PERSONAL INFORMATION
  • Social Sercurity number
  • Date of birth
  • Residential address 

YOUR FUNDING INFORMATION
  • Checking or savings account number and bank routing number, or
  • A check, or 
  • Rollover information from another 529 or education savings account 

 

YOUR PERSONAL INFORMATION
  • Social Security number
  • Date of birth
  • Residential address

YOUR CONTACT INFORMATION
  • Email address
  • Phone number

YOUR BENEFICIARY'S* PERSONAL INFORMATION**
  • Social Security number
  • Date of birth
  • Residential address

YOUR FUNDING INFORMATION
  • Checking or savings account number and bank routing number, or
  • A check, or 
  • Rollover information from another 529 or education savings account 
Open an Account Online

To open an account via the mail, please print and fill out our New Account Agreement form.

564311293

Not Sure How Much to Save?

Our College Savings Calculator helps break down your expected costs and your funding sources so that you can plan how much you should be saving.

Calculate College Costs
1152308802

Choose the Right Portfolio for Your Family

Few things in life are one size fits all. Saving for education is no exception. Whether school is fast-approaching or you've got years ahead of you to save, we offer a full range of professionally managed portfolios.

Review Investment Options

Frequently Asked Questions

How much do I need to contribute when opening an account?

 

You can open an account with a recurring contribution of $50 per month or a $250 initial contribution...

Read More

 

 

 

Can I open an account before my child is born or adopted?

 

Yes, you can. To get a head start on your expected child’s account, you can open an account designating yourself or...

Read More

 

 

 

See More Questions

 

 

 

Open a 529 Account Today

In just a few minutes, you can start saving for the future, giving your child the gift of opportunity.

Let's Get Started

Talk to a Specialist

Have questions? Our College Savings Specialists are here to help. Just give us a call at 800-369-3641.

Contact Us

Explore Other Investing Goals

Find a wide variety of T. Rowe Price investment products and services that were designed to help you reach your financial goals.

Visit T. Rowe Price

The T. Rowe Price College Savings Plan is offered by the Education Trust of Alaska. You should compare this Plan with any 529 plan offered by your home state or your beneficiary’s home state and consider, before investing, any state tax or other state benefits, such as financial aid, scholarship funds, or protection from creditors that are only available for investments in the home state’s plan. Please read and/or download the Plan Disclosure Document, which includes investment objectives, risks, fees, charges and expenses, and other information that you should read and consider carefully before investing, or call 1-866-521-1894 to request a paper copy. For other important legal information, please read the Plan's Privacy Policy. T. Rowe Price Investment Services, Inc., Distributor/Underwriter.