Steps Involved to Get Started.

Now that you’ve thought through the four primary considerations, follow these next steps below to learn about each of our plans, the benefits they can offer you, and the enrollment process.

Step 1: Do your homework

What is a 529 plan? What are the advantages? Why should you choose CollegeInvest ? Get smart about saving - Start here for basic college savings plan information and what makes CollegeInvest a smart choice.
» Learn about college savings plans 

Step 2: Compare and contrast

CollegeInvest offers four college savings plans. By learning the specifics of each plan, and understanding how each one is different, you can find the one that best meets your college savings needs.
» Compare CollegeInvest 529 Plans

Step 3: Decisions, decisions!

So, now that you have had a chance to review and compare each college savings plan, you can select the one that best fits your family’s needs.

Step 4: Get out your pencils

It’s checklist time! Who will be the account owner? Who will be the account beneficiary? What information will I need to have handy? This list covers all the basics.
» Download the enrollment checklist 

Step 5: Ready, set, enroll!

With proper prep in steps one through four, the enrollment process should only take about 10 minutes! You can enroll online, by mail or through a financial advisor.
» Open a CollegeInvest account  

Important Considerations

To learn about CollegeInvest’s 529 program, its objectives, risks, charges, expenses, limitations, restrictions and qualifications regarding the Plans’ benefits and potential tax advantages, please read and consider carefully the Program Disclosure Statements (PDS) available at www.collegeinvest.org before investing. Also, check with your or your beneficiary’s home state to learn if it offers tax or other benefits for investing in its own plan. Administered and issued by CollegeInvest.

CollegeInvest and the CollegeInvest logo are registered trademarks of CollegeInvest.