Create Your User ID
1Gather some important information
Account Owner
Beneficiary
Successor Account Owner
Beneficiary
Successor Account Owner
Address
Date of Birth
Social Security Number/Tax Identification Number
Date of Birth
Social Security Number/Tax Identification Number
Payment Information
Bank Account and Routing Number
As an added security measure, if you choose to make electronic contributions and/or withdrawals, Private College 529 will perform a micro-deposit method of verification for any bank accounts added to your account(s).
As an added security measure, if you choose to make electronic contributions and/or withdrawals, Private College 529 will perform a micro-deposit method of verification for any bank accounts added to your account(s).
2Decide which type of savings plan is right for you
Individual Account
UGMA/UTMA Account
UGMA/UTMA Account
Be prepared to select either an individual account or a UGMA/UTMA account.
3Enter the information below and start saving
Opening an account by Trust, Estate, Business Entity, 501(c)(3) Organization, or State/Local Government/Agency?