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About you: Address, birth date, Social Security Number* |
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About your successor owner (optional-the adult who'll be in charge of the account in the event of your death or inability to continue as the account owner): Birth date |
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About your bank (if you're going to have contributions taken from a checking or savings account): The account number for your account, routing number for your bank and/or a blank check |
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About your beneficiary
(the person for whom you're saving):
Birth date, Social Security Number*
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If you are opening an UGMA/UTMA account use this form. |
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Read the Offering Statement and Participation Agreement before opening an Account as it contains important information you need to know before investing in the CollegeAdvantage Direct 529 Savings Plan.
* IMPORTANT INFORMATION ABOUT OPENING A NEW ACCOUNT. We are required by federal law to obtain from each person who opens an Account certain personal information — including name, street address, date of birth, and Social Security Number/Taxpayer Identification Number among other information — that will be used to verify your identity. If you do not provide us with this information, we will not be able to open your Account. If we are unable to verify your identity, we reserve the right to close your Account or take other steps we deem reasonable.
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To open a saved or pre-filled Account Application
click here.
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