Complete your enrollment form online.

You Will Need to:

The following is needed for the Account Owner:

    • Residential and mailing address
    • Email and phone
    • Date of birth
    • Social Security Number / Tax ID
    • Send a legible photocopy of a valid U.S. government issued ID or passport

The following is needed for the Beneficiary:

    • Mailing address
    • Date of birth
    • Social Security Number / Tax ID


Make checks and electronic transfers payable to: CollegeChoice CD, CSB as Manager 

Mail or Fax this form and any other required documents to:

Mail - College Savings Bank, 2515 McKinney Ave, Suite 1100, Dallas, TX 75201

Fax - 214.481.1289 ATTN: Operations

Remember to retain a copy for your records.
Tax and other penalties may apply to non-qualified withdrawals from CollegeChoice CD 529 Savings Plan. You should consult your financial, tax, or other adviser to learn how state-based benefits (or limitations) will apply to your specific circumstances. CollegeChoice CD is not insured by the State of Indiana, nor is the principal and interest invested in the plans thereon guaranteed by the State of Indiana.