Opening a 529 account: Online and by mail: Charles Schwab

Opening an account is easy

The Social Security number, date of birth, and address
of your designated beneficiary
Your Social Security number and the Social Security number and date of birth for any additional account owner
Your choice of investment portfolio for your account
Your account information from the funding source, depending on how you will fund your 529 account:

Bank account information, including bank routing number, account number, and phone number
Schwab brokerage account number. If you don’t have this information, call 888-903-3863 for assistance
Please include a voided check if you plan to set up automatic monthly contributions.

You can open a Schwab 529 Plan in one of two ways:

Open an account online. Initial or ongoing investments must be drawn from the bank or financial institution listed on your application.
Download the application. You will also need the transfer form for rollovers from another 529 plan.

Mail your completed application, forms, and initial investment check (if any) to:

Standard:
Charles Schwab & Co., Inc.
P.O. Box 3368
Greenwood Village, CO 80155

Overnight:
Charles Schwab & Co, Inc.
9601 East Panorama Circle
DEN2-02-052
Englewood, CO 80112

If you need assistance opening a Schwab 529 account please call 888-903-3863.

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 offered through Charles Schwab & Co., Inc., and is managed by American Century Investment Management, Inc. The Plan was created under the provisions of Section 529 of the Internal Revenue Code by the Kansas Legislature 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 or Charles Schwab & Co., Inc. Accounts established under the Schwab 529 Plan are domiciled at American Century and not at Schwab.

American Century Investment Services, Inc., Distributor and Underwriter.

(0807-6717)