College SAVE Plan

pick a funding method

Alert

Please specify Account Funding Type.

How do you want to fund your 529 account?

Any initial contribution must be at least $25 unless you are establishing payroll deduction. The Automatic Investment Plan(AIP) minimum for each account is $25 per month, or $75 per quarter. To establish payroll deduction, a minimum of $12 per pay period is required.

From my bank account - automatic regular contributions

You can set up an Automatic Investment Plan (AIP) so contributions are made on a regular basis;
for as little as $25 per month/$75 per quarter.

From my bank account - single one-time contribution

This will be a one-time transfer of at least $25 from your bank via Electronic Bank Transfer (EBT).

Amount (minimum $25 initial contribution; maximum $190,000.00 one-time EBT contribution )

For Electronic Bank Transfer (EBT), your financial institution must be a member of the Automated Clearing House (ACH). For security purposes, you will not be able to direct redemptions to this bank account for the next 15 calendar days. Contributions made by EBT will not be available for withdrawal for 5 business days.

By adding this account, I acknowledge that my bank or financial institution is located in the U.S. and/or adheres to U.S. banking regulations.

Bank name

Routing number (9 digits)

Account number (17 digits or less)		Retype Account number

Account type

Note: Your bank's routing number and account number may appear in a different order on your check.

With payroll deduction

You can use this method if your employer supports this benefit; minimum is $12 per pay period. You'll be able to print out a form for this option when you've completed this application. Check to see if your employer participates in payroll deduction.

Set Payroll Deduction Amount

Select the amount that you would like to contribute to this Account from your paycheck each pay period. The minimum amount for initial and subsequent contributions through payroll pay period is $12 per Account.

The amount you select below will be in addition to any payroll deductions you have for other accounts in The College SAVE Plan.

Amount

$12

$25

$50

$100

Other $


Click next to continue the enrollment application.

With a check

You'll be able to print out a form to send in with your check of at least $25 when you've completed this application.

The funding method you have chosen will generate a printable deposit slip at the end of the enrollment application that must be used to complete the funding of your account.

Once you have completed your enrollment, print the deposit slip and follow the instructions provided.

Note: Contributions made by check will not be available for withdrawal for 7 business days.

Click next to continue the enrollment application.

With a rollover or transfer

Rollover of funds from an existing Qualified Tuition Program(another qualified 529 plan), withdraw assets from a Coverdell Education Savings Account or make a redemption of assets from a Qualified U.S. Savings Bond (Series EE or Series I, issued after 1989). You will need to provide appropriate documentation of the principal and earnings portions of your rollover contribution. Important: If you do not provide this documentation and you make a nonqualified withdrawal in the future, the entire amount will be considered taxable earnings. You'll be able to print out a form to send in with your check of at least $25 when you've completed this enrollment application.

The information provided below is necessary to generate a Rollover Form and a Letter of Acceptance which indicate to your present custodian that you wish to transfer your assets with them to College SAVE Plan. At the end of this process, you will be required to download, print and mail the forms to the financial institution that currently holds your assets.

Note: Contributions made by check will not be available for withdrawal for 7 business days.

Click next to continue the enrollment application.

Select from the drop-down the Name of 529 Plan (if assets are from ESA use 'Other')

Plan Name

Address

City

State

Zip

If you are rolling over assets from either the NextGen CIP Select Series plan or the NextGen College Investing Plan, then please use the Withdrawal Request form provided by the plans at the end of the enrollment flow.