1Gather some important information
Successor Account Owner
Date of Birth
Social Security Number/Tax Identification Number
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).
2Decide which type of savings plan is right for you
Be prepared to select either an individual account or a UGMA/UTMA account.
3Enter the information below and start saving