Looking for More Ways to Save?
2023 Contest is Now Closed
Sign up in one of two ways:
Opening an account online takes about 10 minutes.
Note: If you are opening an account as a trust or tax-exempt, government or for-profit business owner, please enroll by mail.
No matter how you enroll, don't forget to sign up for Payroll Direct Deposit1 or Automatic Investment Program for regular savings.
New Account Checklist
||The account owner must be 18 years or older and a U.S. citizen or resident alien with a U.S. mailing address.|
||The designated beneficiary is the individual for whose benefit the funds will be used. The designated beneficiary must be a U.S. citizen or resident alien with a U.S. mailing address.|
|Successor Account Owners|
||You may assign one successor account owner in the event of your death. Successors are not required but are a very good idea.|
||The minimum initial contribution is only $1.00|
|Rollover Information (if applicable)|
||Rollovers are proceeds from a qualified tuition plan, Coverdell educational savings account, or Series EE Savings Bond redeemed within the last 60 days.|
||Bank information is needed if you are making your contribution online and/or you're going to enroll in the Automatic Investment Program.|
* Social Security numbers are required for 529 plan accounts by federal tax law.
1 Must be supported by your employer.
For other SMART529 plans, use these links: