Open a New Education Account
Read the Fund’s Prospectus
The prospectus includes important information on a fund including management fees and expenses, and financial reports present aspects of a fund’s operations, financial condition and performance during the period. Read it carefully before investing.
Complete the Application
To open an education account, complete an account application. For an UGMA/UTMA account, use the Account Application. In the Account Registration section on the first page, complete the information for Gift/Transfer to Minor.
Mail Completed Application and Check
Certain checks and other instruments are not accepted without prior approval such as: