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Step 2: Enroll with a 529 plan
You've done all your homework, and you've found the 529 plan that will best suit your needs. Now what? Time to enroll with the plan so that you can begin investing your money. You can complete this task in several ways:
- Enroll directly with the 529 plan: All direct-sold 529 plans have websites that you can use to create your new 529 college savings account. In many cases, you can enroll directly on the website, or you may have to download the required paperwork and submit it.
- Enroll through savingforcollege.com: Use our website to be provided with easy enrollment access to any of the 529 plans in our Enroll Now program. Enrolling with this service is free.
- Enroll through a financial advisor: Broker-sold 529 college savings plans are those that you can only enroll in by using a financial advisor. Enrolling in a 529 plan this way allows you to receive advice and expertise of an investment professional. If you need help finding a 529-savvy financial advisor in your area, visit our Find A 529 Pro directory.
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