My529.org New Account

my529.org Account Application

Account Owner:

Who will own and manage the account? Typically, this would be you.

First Name

Middle Name

Last Name

Social Security Number

Email Address

Birthdate

Home Phone

Work Phone

Other Phone

Mailing Address

Street Address

Street Address Line 2

City

State

Zip Code

Country

Physical Address (if different than Mailing Address)

Street Address

Street Address Line 2

City

State

Zip Code

Country

Beneficiary:

Who do you plan to use the money in the account for? Usually, it's a child, but it doesn't have to be.

First Name

Middle Name

Last Name

Social Security Number

Birthdate

Relationship to Account Owner

Use Account Owner Addresses

Mailing Address

Street Address

Street Address Line 2

City

State

Zip Code

Country

Physical Address (if different than Mailing Address)

Street Address

Street Address Line 2

City

State

Zip Code

Country

Successor Account Owner (Primary):

Who do you want to become the account owner and to manage the account if something were to happen to you? This is often a spouse or other family member.

First Name

Middle Name

Last Name

Social Security Number

Birthdate

Successor Account Owner (Secondary):

Who do you want to become the account owner and to manage the account if something were to happen to both you and the primary successor? This is often another family member.

First Name

Middle Name

Last Name

Social Security Number

Birthdate

My529.org New Account Request

Account Owner:

Beneficiary:

Successor Account Owner (Primary):

Successor Account Owner (Secondary):