Online enrollment
It’s fast and easy to open an account online! Have the following information on hand to enroll:
- Account Owner
(name, address, date of birth, social security number) - Beneficiary (future student)
(name, address, date of birth, social security number) - Successor Account Owner
(name, address, date of birth, social security number) - Bank Account
If you plan to make an initial contribution from your bank account or want to establish an ongoing automatic investment plan, you will need your bank account information.
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.
Not FDIC Insured. No Bank Guarantee.May Lose Value.