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
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.
Call Us At:
800.888.2723