Path2College 529 Plan

Request Enrollment Kit

branding graphicIf you would like to receive a Path2College 529 Plan Enrollment Kit by mail, please complete and submit the online form below. Please allow 5-7 days for delivery of the Enrollment Kit.  

Already have a 529 college savings plan account with another state and want to move the assets to a Path2College 529 Plan account? Complete the Rollover Form (PDF, 199KB) and return it to us along with your enrollment kit materials.

 


Required fields are indicated by *.

 

*

Yes, please send me an Enrollment Kit.

  Please send me enrollment kit(s).

*  If you would like to receive updates about Path2College529 Plan, please provide us with your e-mail address:
       
  Your Name:    
*  First  
  Middle Initial  
*  Last  
       
  * Title (select one): Mr. Mrs. Ms. Dr.
       
  Home Address:    
*  Address 1  
  Address 2  
*  City  
*  State  
*  Zip Code  
       
  Optional:    
  Home Phone  
      Area Code and Number
  FAX  
      Area Code and Number
       
       
Tell Us About You...
  Are you a current account owner?
Yes No
  Do you have other college savings investments?
Yes No
   
 

If yes, what other types of college savings investments do you have?
State 529 College Savings Program (please indicate state)
Coverdell Account
Custodial Account (UGMA or UTMA)
Regular Savings Account
Savings Bond
Other:

 
  Are you a parent?
Yes No		   Are you a grandparent?
Yes No
   
  If you have children/grandchildren check all that apply:
Infant/toddler
Preschool
Elementary school
Middle school
High school
 
  When are you considering making a decision on your appropriate college savings option?
0-3 months
4-6 months
7-12 months
more than a year from now
 
  Please have a TIAA-CREF phone consultant contact me.
Yes No
     
When is the best time to call?

Daytime number:

Evenings (after 5 p.m.) number:

I authorize TIAA-CREF to call me at the phone number indicated here.

Signature:

   
   
How did you learn about the Program?
 
Direct Mail
E-mail
Employer
TIAA-CREF Web site
Colleague
Radio
   Television Commercial
Print Ad
Financial Advisor
Family / Friend
Program Seminar
Community Event or Conference

Other (please specify)

 
 
By completing this form, you are giving permission to TIAA-CREF and Path2College 529 Plan to send to you additional information on their products and services.
       

PDF files require the free Adobe Acrobat Reader. Get it here.
 

WE'RE HERE TO HELP

Don't wait to get information in the mail. Read or print our Program Brochure (PDF, 34KB) now.

Remember, you can always enroll online any time.
 
Questions?  Read our FAQ and the Disclosure Booklet and Participation Agreements (PDF, 1199KB), or call us toll-free at 1-877-424-4377

Don't forget to set up the Automatic Contribution Plan (PDF, 50KB) or use Payroll Deduction (PDF, 51KB) for your contributions.

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The Path2College 529 Plan is offered by the State of Georgia. TIAA-CREF Tuition Financing, Inc. (TFI) serves as Program Manager. TFI's affiliates, Teachers Personal Investors Services, Inc. (TPIS) and TIAA-CREF Individual & Institutional Services, LLC, member FINRA, distribute the Path2College 529 Plan.

The tax information contained on the Path2College 529 Plan Web site is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding tax penalties that may be imposed on the taxpayer. It was written to support the promotion of the products and services addressed in the Web site. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.

The investment approaches described are not recommendations and do not take into consideration personal goals or preferences. After evaluating information you consider important in making an investment choice, the ultimate decision is up to you. It is a good idea to revisit your investment strategy periodically as your goals, personal financial situation, and market conditions change.

Consider the investment objectives, risks, charges and expenses before investing in the Path2College 529 Plan. Please call toll-free 1-877-424-4377 for a Disclosure Booklet containing this information. Read it carefully.

Before investing in a 529 plan, you should consider whether the state you or your designated beneficiary reside in or have taxable income in has a 529 plan that offers favorable state income tax or other benefits that are only available if you invest in that state's 529 plan.

The State of Georgia, its agencies, TIAA-CREF Tuition Financing, Inc., Teachers Insurance and Annuity Association of America and its affiliates do not insure any account or guarantee its principal or investment return except for TIAA-CREF Life Insurance Company's guarantee to the Board of the Georgia Higher Education Savings Plan under the funding agreement for the Guaranteed Option. Account value will fluctuate based upon a number of factors, including general market conditions.

The Path2College 529 Web site is for informational purposes only, and does not constitute an offer to sell or solicitation of an offer to buy any security that may be referenced on the site. Such offer or solicitation can be made only through the Disclosure Booklet

The Path2College 529 Web site contains links to other Web sites. Neither the Board of the Georgia Higher Education Savings Plan nor TIAA-CREF Tuition Financing, Inc. and its affiliates are responsible for the content of those other Web sites. The accuracy of information on those sites cannot be confirmed.

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© 2008 TIAA-CREF Tuition Financing Inc.