Enroll In A 529 Plan

Open a new account and start saving for a child's college education in two easy steps:

1. Choose Investments

  • Review the investment choices to help you identify portfolios that may be right for you.
  • See Pricing & Performance for more detailed information about your investment choices.
  • Before you invest in Future Scholar, please review the Program Description pdf, which contains important information about investment objectives, risks, charges and expenses.
Before you get started...

Before you begin the enrollment process, we suggest that you gather the following required information.

  • Account Owner Information (Person who will control the account) Name, Address, Social Security Number, Date of Birth
  • Designated Beneficiary Information (Person whose educational expenses the account will be used to fund) Name, Address, Social Security Number, Date of Birth
  • Initial Contribution Method (How the account will be funded) Your initial contribution can be made by check, money order, or direct deposit from a Coverdell Education Savings Account (Coverdell ESA) or another 529 College Savings Plan (CSP). You can also fund your account online, in which case you'll need your bank routing and account numbers, or a copy of a check.

Please remember there's always the potential of losing money when investing in securities.

Please consider the investment objectives, risks, charges and expenses carefully before investing in the Future Scholar 529 College Savings Plan. Contact your financial advisor or Columbia Management for a Program Description pdf, which contains this and other important information. Read it carefully before investing. You should also consider, before investing, whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program. Columbia Management Investment Distributors, Inc., distributor and underwriter.

Tax treatment varies by state. The tax information set forth on this website is general in nature and does not constitute tax advice on the part of Columbia Management Investment Distributors, Inc., its affiliates or the South Carolina Office of State Treasurer. Please contact your tax advisor before making any tax related decisions.

The Direct Plan is sold directly by the Program and is limited to a specific group of investors, as described in the Program Description pdf. You may also participate in the Advisor Plan, which is sold exclusively through financial advisors. The Advisor Plan offers additional investment choices, but the fees and expenses are higher. Please contact your financial advisor for additional information on the Advisor Plan.

The Future Scholar 529 College Savings Plan and Columbia Funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA.

Columbia Management Investment Distributors, Inc., member FINRA, is the distributor and underwriter for 529 plans available through Columbia Management. The Office of State Treasurer of South Carolina (the State Treasurer) administers the Program and has selected Columbia Management Investment Advisers, LLC and Columbia Management Investment Distributors, Inc. (Columbia Management) as Program Manager. Columbia Management and its affiliates are responsible for providing certain administrative, recordkeeping and investment services, and for the marketing of the Program. Columbia Management is not affiliated with the State Treasurer.

Questions?

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Enrollment Facts
  • Any U.S. citizen or resident alien of legal age can open an account.
  • Enroll with no minimum initial contribution amount.
  • Set up your automatic contributions from your checking or savings account.