What ​You Need To Know Before Opening A 529

There are a few 529 requirements you'll need to provide when opening a CollegeAdvantage 529 account. Please have the following things on hand once you're ready to start saving.

529 account enrollment requirements

About you

  • Telephone number
  • Address
  • Date of birth
  • Social Security number*
  • Driver's license or state ID and expiration date
  • Mother's maiden name

About your successor

This is in the event of your death or inability to continue as the account owner.

  • Telephone number
  • Address
  • Date of birth
  • Social Security number*

About the beneficiary

This is the person for whom you are saving.

  • Telephone number
  • Address
  • Date of birth
  • Social Security number*

About your investments

This is how your contributions will be invested.

About your bank

This applies if you're going to have contributions taken from a checking or savings account, or if you are going to have withdrawals sent to your bank account.

  • Account number
  • Routing number and/or a blank check

Have a saved or pre-filled account application? Open Now.

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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