Thank you for recommending 529 plans to your clients, we are pleased to help your client get started with their new account.

• You may enter as many accounts as the client needs and we will contribute $25.00 to each account. This is for new CollegeInvest accounts only; account(s) must have been opened in the past 30 days.
• To get started, you’ll need the account owner name and new CollegeInvest account number(s).
• This process should take less than 5 minutes to complete.
• Funds are normally deposited to the account 2-3 weeks from submission.