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What You’ll Need to Open a CollegeCounts 529

It takes about ten minutes to open an account. Before you start, please make sure to have the following information on hand.

  1. Account Owner and Beneficiary Information:
    • Name
    • Address
    • Date of birth
    • Social Security number
    • Email address

  2. Bank Account Information:
    If you plan to make an initial contribution or establish an automatic investment plan from a checking or savings account, you’ll need:
    • Bank name | Bank routing number | Bank account number

  3. Optional – Successor Account Owner Information:
    The adult who will become the new account owner in the event of your death. If you plan to name a successor account owner you’ll need:
    • Name
    • Address
    • Date of birth
    • Social Security number

  4. Funding – How much do you plan to contribute:
    Our College Cost Calculator can help with how much you might consider saving.

  5. Investments – You’ll need to know how you would like to invest:
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