Enrollment Materials
It's easy to open an account with the Path2College 529 Plan. You have many ways to contribute and convenient ways to enroll.
The minimum contribution is $25 through check, electronic funds transfer, automatic contribution plan from your bank account, or through a transfer of funds from another qualified 529 college savings plan. The minimum contribution is $15 (per investment option, per beneficiary) when contributions are made using payroll deduction.
A Variety of Ways to Contribute | Two Easy Ways to Enroll
A Variety of Ways to Contribute
- Mail a check
- Set up an automatic contribution plan
- Start payroll deduction if your employer allows
- Electronic funds transfer (includiing electronic purchase option) – requires online access
- Rollover from another 529 college savings plan
- Rollover from another college savings investment
Two Easy Ways to Enroll
To open an account and begin making contributions:
- Read the Plan enrollment brochure and Disclosure Booklet (PDF).
- Select the Investment Option or mix of options that is right for you.
- Complete and sign the account application (individual, custodial, entity)
- Enclose a check, made payable to the Path2College 529 Plan if you are making your contribution by check.
Contributions are only permitted by personal checks, bank drafts, teller's (cashier's) checks and checks issued by a financial institution or brokerage account payable to the account owner and endorsed over to the Plan by the account owner, and third-party personal checks up to $10,000 endorsed over to the Plan by the account owner. -
Mail all completed documentation to:
Path2College 529 Plan
PO Box 55924
Boston, MA 02205-5924
PDF files require the free Adobe Acrobat Reader. Get it here.
