Payroll Direct Deposit

 

SMART529 Account owners now have the option of deducting money directly from your paycheck and deposited into your accounts. Your employer must support this feature so ask your Human Resources representative.

 

Getting Set-Up

  1. Download this form to establish, change or delete payroll direct deposit instructions. Complete the form and mail it back to the address on the form. We will then send you a confirmation statement by mail that you must sign and submit to your employer's payroll department.
  2. Log in to your SMART529 Account and select Investment Management from the left hand navigation, then link to Payroll Direct Deposit and follow the instructions.
  3. You will be instructed to print out a confirmation statement that you must sign and submit to your employer's payroll department.

 

Good to Know

  • Contributions are after taxes

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