Enrollment Checklist

Now that you’re ready to open an account, let’s review what you will need during the enrollment process.

Account Owner

You or the person who will manage the investment options of the account, and the use of funds on behalf of the Beneficiary.

You will need their:

Full name
Social Security number
Date of birth
Mailing address and/or U.S. permanent address

Beneficiary

The Beneficiary is the student who will use the funds for college expenses.

You will need their:

Full name
Social Security number
Date of birth
Mailing address

Successor Account Owner

You may want to name a Successor Account Owner. A Successor Account Owner becomes the owner of the account in the event of the death of the Account Owner.

You will need their:

Full name
Social Security number
Date of birth
Mailing address

Initial Contribution

If you would like to make your contribution by mail, look on our website for your particular plan and follow those instructions on where to send your check. If you would like to make your initial contribution electronically or want to establish an ongoing automatic contribution plan, you will need: