Welcome, College Saver!
You're on your way to saving for higher education!
Account number -
Confirmation date 10/05/2024
Account Owner Information
Name
Permanent address
,
Mailing address
,
Telephone --
Email address
Birth date //
Social Security or
Tax Identification Number		 XXX-XX-
Is U.S. citizen or resident alien yes
Citizenship United States
Beneficiary Information
Name
Mailing address
,
Birth date //
Is U.S. citizen or resident alien yes
Citizenship United States
Investment Options
 
Funding Your Account
 
Delivery Method
Quarterly Statements and
Offering Statement Updates		 Notify by email for all online statements/updates
Transactions and Profile
Confirmations		 Notify by email
Tax Forms Notify by email