enroll_progress
acctType
Your New Account Type
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Please specify account type.
An Account established by one adult who owns and controls assets intended to be used for the Qualified Education Expenses of a Designated Beneficiary.
An Account established by more than one adult who owns and controls assets intended to be used for the Qualified Education Expenses of a Designated Beneficiary. Joint accounts will be established as joint tenants with rights of survivorship and not as tenants in common. The first Account Owner's name and Social Security number will be used for IRS reporting purposes.
An Account funded with assets held in an UGMA/UTMA custodial account for the benefit of the Designated Beneficiary indicated on this Account Application. The custodian will be treated as owner of the Account and has the duty to transact on behalf of the minor until the custodianship terminates under the terms of the Act under which it was established. The Designated Beneficiary, who is the minor, cannot be changed.
   
acctType
About You (Account Owner)
Name
Permanent Address
,
Mailing Address
,
Evening Phone --
Email
Birth date //
Social Security or
Tax Identification number		 XXX-XX-
Is U.S. Citizen or resident alien Yes
Citizenship United States
   
getting_started About Your Successor account owner (Optional)
The successor account owner will assume ownership and control of the account in the event of death or incapacitation of all account owners.
First name MI Last name
Birth date
  
 
Mailing address
City State Zip
-
 
Telephone
(The best number to reach your successor)		 Social Security or
Tax Identification number
- - - -
 
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