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Tax advantages, account flexibility, and strong investment options are some of the benefits offered by the CollegeCounts 529 Fund. And with the assistance of an investment professional, setting up an account with CollegeCounts is easy.
- Enroll Online – Take a few minutes to open an account from your computer.
- Download an Enrollment Form – Print and complete the Enrollment Form; then mail it to CollegeCounts to open your college savings account.
- Download a Rollover Form – Move your college savings from another 529 plan or a Coverdell Education Savings Account into the CollegeCounts 529 Fund and start taking advantage of the great college savings benefits this plan has to offer!
- Download an Enrollment Kit – Download the complete kit including the CollegeCounts Color Booklet, Program Disclosure Statement, Enrollment Form, and a Rollover Form.
- Request an Enrollment Kit – Order an Enrollment Kit to be mailed to you.
CollegeCounts 529 Fund Advisor Plan
If you prefer to reach your college savings goals with the expertise and assistance of an investment professional, the CollegeCounts 529 Fund offers an Advisor Plan.
The CollegeCounts 529 Fund is a qualified tuition program under Section 529 of the Internal Revenue Code that is sponsored by the State of Alabama and administered by the Board of Trustees of the ACES Trust Fund (the “Trust” and plan issuer). Union Bank & Trust Company serves as Program Manager. Accounts and investments under the CollegeCounts 529 Fund are not insured or guaranteed by the FDIC, the State of Alabama, the State Treasurer of Alabama, the Board, the Trust, the Program, Union Bank & Trust Company, or any other entity.
Before investing, you should consider the investment objectives, risks, fees, expenses, and tax consequences associated with the Program. All of this information is contained in the Program Disclosure Statement. Please read it carefully before investing.
If you or your beneficiary is not an Alabama resident, consider whether your home state or the home state of your designated beneficiary offers a qualified tuition program that provides a state tax deduction or other benefits to residents who invest in that program.