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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 

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

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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.

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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.

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...

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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...

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