Steps 1  about you 2  about your beneficiary 3  choose investments 4  pick a funding method 5  select a delivery option 6  complete your account

Who can be an account owner? You can open a 529 plan account if you: Are a U.S. citizen or legal resident alien Minors cannot enroll online and must: Download an application formORObtain an application by mail Have a Social Security number or Tax ID number (required by federal law) Be able to provide a street address. You can use P.O. Box for mailing address.

	about you (account owner)

Name Permanent Address , Mailing Address , Evening Phone -- Email Birth date // Social Security or Tax Identification number XXX-XX- Is U.S. Citizen or resident alien Yes Citizenship United States

   

about your successor account owner (Recommended)

The successor account owner will take control of the account in the event of your death. First name MI Last name Successor First Name Successor Middle Initial Successor Last Name Birth date dateMonthMM 01 02 03 04 05 06 07 08 09 10 11 12  dateDayDD 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31  dateYearYYYY 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977 1976 1975 1974 1973 1972 1971 1970 1969 1968 1967 1966 1965 1964 1963 1962 1961 1960 1959 1958 1957 1956 1955 1954 1953 1952 1951 1950 1949 1948 1947 1946 1945 1944 1943 1942 1941 1940 1939 1938 1937 1936 1935 1934 1933 1932 1931 1930 1929 1928 1927 1926 1925 1924 1923 1922 1921 1920 1919 1918 1917 1916 1915 1914 1913 1912 1911 1910 1909 1908 1907 1906 1905 1904 1903 1902 1901 1900