Enrollment
You Will Need to: Read the Program's Highlights Brochure, CollegeChoice CD 529 Disclosure Statement, Fixed Rate CD Terms and Conditions and CollegeSure® Honors Savings Terms and Conditions; Complete the Enrollment Form, Print and Sign Section 8; (Required) Identify a payment option to open your FDIC insured 529 account to make your first deposit; Send a legible photocopy of a valid U.S. government issued ID or passport; and Mail or fax all items including your deposit and/or deposit instructions. Retain a copy for your records.
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 Account Owner:
The following is needed for the Beneficiary:
Mailing address Date of birth Social Security Number / Tax ID
ENROLL TODAY 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
ENROLL TODAY
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
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