Take these steps to open your SMART529 WV Direct college savings account.
Choose your investment options.
Review your college savings choices and the available SMART529 Plans to help guide you through the process of evaluating your college savings needs and choosing the investment options that are right for you.
Read the SMART529 Offering Statement.
The offering statement contains information about investment fees, expenses, performance history and risks. It also contains information about customer service and how your investments are managed and administered.
Gather all required bank and personal information.
Social Security Numbers, dates of birth, bank information and other details are necessary to complete the enrollment process. Refer to the New Account Checklist for a list of the information you'll need.
Open your account.
The account owner or beneficiary must be a West Virginia resident. You can enroll in one of two ways:
Prefer paper? Request an enrollment kit and we will mail you a SMART529 brochure, account application and transfer rollover form, and Offering Statement.
