Setting up your College SAVE Plan Account
Please have this information ready before you start...
getting_started About you: Address, birth date, Social Security number*
getting_started About your investments (how your contributions will be invested):
To learn more, see the Plan Disclosure Statement
getting_started About your successor (optional-the adult who'll be in charge of the account in the event of your death): Birth date
getting_started About your bank (if you're going to have contributions taken from a checking or savings account): The account number for your account and the routing number for your bank
getting_started About your beneficiary  (the person for whom you're saving): Birth date, Social Security number*
 
If you are opening a College SAVE account with assets from an UGMA/UTMA account, download an enrollment form here. Refer to the Plan Disclosure Statement for important information regarding rolling over assets from an UGMA/UTMA account.
*We are required by federal law to obtain, verify, and record information that identifies each person who opens an account. If you don't provide the requested information, we may not be able to open your account. If we are unable to verify your identity, the Plan reserves the right to close your account and return any contributions or take other steps we deem reasonable.
New Account Owners
To open a new account, fill in the information below and click continue.
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Existing Account Owners
To open additional accounts, sign in then select
"Open a New 529 Account". To make it easier
we'll prefill your information on the new application.
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