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.