Setting up your Schwab 529 Plan (the Plan) Account
Please have this information ready before you start...
getting_started About you: Address, birth date, Social Security number*. If you are opening a joint account, you will also need address, Birth date and Social Security number of the joint owner*.
getting_started About your investments (how your contributions will be invested):
To learn more, see the Schwab 529 Plan Guide and Participation Agreement.
getting_started About your successor (Optional but recommended — Name a Successor Account Owner who will assume ownership of the Account in the event of incapacity or death of all account owners.) Birth date, mailing address, Social Security number and phone number*.
getting_started About your bank (if you're going to have contributions taken from a checking or savings account): Your bank account number and bank's routing number.
getting_started About your beneficiary  (The person whose Qualified Education Expenses will be paid for with the Account assets): Birth date, Social Security number*, mailing address if different than the account owner.
If you are opening an account in the name of a trust or using proceeds from a Coverdell Education Savings Account, the online application cannot be used. Please complete and return the paper application.
*We are required by federal law to obtain, verify, and record information that identifies each person who opens an account. If you don't provide the requested information, we may not be able to open your account. If we are unable to verify your identity, the Plan reserves the right to close your account and return any contributions or take other steps we deem reasonable.
Before completing the application, be sure to read the Schwab 529 Plan Guide and Participation Agreement.
To open a saved enrollment, click here.
client_relationship_summeries We care about our relationship with you.

See our client relationship summaries

New 529 Account Owners
To open a new account, fill in the information below and click continue.
First Name
Last Name
Email
Primary Telephone --
button
Existing 529 Account Owners
To open additional accounts, sign in then select
"Open a New 529 Account". To make it easier
we'll prefill your information on the new application.
User Name
I Forgot My User Name
I Forgot My Password
button