Enroll in Future Scholar 529

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Before you get started…

Before you begin the enrollment process, we suggest that you gather the following required information:
  • Account Owner Information (Person who will control the account)
    • Name
    • Address
    • Social Security Number
    • Date of Birth
  • Designated Beneficiary Information (Person whose educational expenses the account will be used to fund)
    • Name
    • Address
    • Social Security Number
    • Date of Birth
  • Initial contribution Method (How the account will be funded) Your initial contribution can be made by:
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    • Check
    • Money
    • Direct deposit from a Coverdell Education Savings Account (Coverdell ESA) or another 529 College Savings Plan (CSP).
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    You can also fund your account online, in which case you'll need your bank routing and account numbers, or a copy of a check.
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Choose Investments

  • Review the investment choices to help you identify portfolios that may be right for you.
  • See Pricing & Performance for more detailed information about your investment choices.
  • Before you invest in Future Scholar, please review the Program Description which contains important information about investment objectives, risks, charges and expenses.
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Select your enrollment method below

Still have questions? View our Frequently Asked Questions page for additional information.