Funding an account is flexible and easy

Anyone can open and invest in a 529 savings plan:

Open a Schwab 529 Plan

Apply online
Download form

Any U.S. citizen or resident can establish an account, regardless of age or income.
Anyone can contribute, including parents, family, and friends.
Checks must be made payable to the Charles Schwab & Co., Inc. not the beneficiary. Schwab 529 Deposit Slip

Funding options for new and existing accounts
The Schwab 529 Plan provides flexible funding options, whether you prefer ad hoc deposits or automatic monthly contributions.

If you need assistance funding your Schwab 529 account please call 888-903-3863.

Funding method	Ad hoc deposits	Monthly contributions
Write a check from your Schwab or other financial institution account	X
Fund directly from your Schwab One or Schwab brokerage account	X	X
Transfer funds from an existing Schwab account using Schwab MoneyLink®	X	X
Transfer funds electronically from your account at another financial institution	X	X
Minimum initial deposit¹	$1,000 (Waived if you establish monthly contributions.)	$50

Several of the options above require you to submit separate forms in addition to your 529 application.

1 $250 initial deposit or $25 per month for Kansas resident

Before investing, carefully consider the plan's investment objectives, risks, charges and expenses. This information and more about the plans can be found in the Schwab 529 Guide and Participation Agreement available from Charles Schwab & Co., Inc., and should be read carefully before investing. If you are not a Kansas taxpayer, consider before investing whether your or the beneficiary's home state offers a 529 plan that provides its taxpayers with state tax and other benefits not available through this plan. As with any investment, it is possible to lose money by investing in this plan.

The Schwab 529 College Savings Plan is available through Charles Schwab & Co., Inc., and is managed by American Century Investment Management, Inc. The Plan was created by the Kansas State Legislature under the provisions of Section 529 of the Internal Revenue Code and is administered by Kansas State Treasurer Dennis McKinney. Notice: Accounts established under the Schwab 529 Plan and their earnings are neither insured nor guaranteed by the State of Kansas, the Kansas State Treasurer, American Century Investments or Charles Schwab & Co., Inc. Accounts established under the Schwab 529 Plan are domiciled at American Century Investments and not Schwab.

American Century Investment Services, Inc., Distributor and Underwriter

(0807-6718)