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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.