Looking for More Ways to Save?
New Account Checklist for SMART529 WV Direct
Online enrollment takes about 10 minutes to complete. To expedite the process, be ready with the following information before you begin:
||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.