New York's 529 College Savings Program Direct Plan

pick a funding method

How do you want to fund your 529 account?

From my bank account - automatic regular contributions

Amount

$25

$50

$100

Other $

Frequency

Monthly

Quarterly

Begin date

Would you like to sign up for an automatic annual increase to your AIP contribution?^*If yes, please select the month you would like the increase to take place each year and the amount of the increase.

Annual AIP Increase*

Yes

Month

Amount

Note: A Plan of regular investment cannot assure a profit or protect against a loss in a declining market. Contributions made by AIP will not be available for withdrawal for 7 business days.

^*Annual AIP increases are subject to the general contribution limits of the plan and will also count toward annual federal gift tax exclusion limits.

For Electronic Bank Transfer (EBT), your financial institution must be a member of the Automated Clearing House (ACH). For security purposes, you will not be able to direct redemptions to this bank account for the next 15 calendar days.

By adding this account, I acknowledge that my bank or financial institution is located in the U.S. and/or adheres to U.S. banking regulations.

Bank name

Routing number (9 digits)

Account number (17 digits or less)		Retype Account number

Account type

Note: Your bank's routing number and account number may appear in a different order on your check.

From my bank account - single one-time contribution

By adding this account, I acknowledge that my bank or financial institution is located in the U.S. and/or adheres to U.S. banking regulations.

Bank name

Routing number (9 digits)

Account number (17 digits or less)		Retype Account number

Account type

Note: Your bank's routing number and account number may appear in a different order on your check.

With payroll deduction

You can use this method if your employer supports this benefit. You'll be able to print out a form for this option when you've completed this application. Check to see if your employer participates in payroll deduction.

Set payroll deduction amount

Select the amount that you would like to contribute to this Account from your paycheck each pay period.

The amount you select below will be in addition to any payroll deductions you have for other accounts in NY's Direct Plan.

Amount

$15

$25

$50

$100

Other $

Are you employed by the State of New York?

Yes


Click next to continue the enrollment application.

With a check

You'll be able to print out a form to send in with your check when you've completed this application.

The funding method you have chosen will generate a printable deposit slip at the end of the enrollment application that must be used to complete the funding of your account.

Once you have completed your enrollment, print the deposit slip and follow the instructions provided.

Note: Contributions made by check will not be available for withdrawal for 7 business days.

Click next to continue the enrollment application.

With a rollover or transfer

Rollover of funds from an existing Qualified Tuition Program(another qualified 529 plan), withdraw assets from a Coverdell Education Savings Account or make a redemption of assets from a Qualified U.S. Savings Bond (Series EE or Series I, issued after 1989). You will need to provide appropriate documentation of the principal and earnings portions of your rollover contribution. Important: If you do not provide this documentation and you make a nonqualified withdrawal in the future, the entire amount will be considered taxable earnings. You'll be able to print out a form to send in with your check when you've completed this enrollment application.

The information provided below is necessary to generate a Rollover Form and a Letter of Acceptance which indicate to your present custodian that you wish to transfer your assets with them to New Yorks 529 College Savings Program Direct Plan. At the end of this process, you will be required to download, print and mail the forms to the financial institution that currently holds your assets.

Note: Contributions made by check will not be available for withdrawal for 7 business days.

Click next to continue the enrollment application.

Select from the drop-down the Name of 529 Plan (if assets are from ESA use 'Other')

Plan Name

Address

City

State

Zip

If you are rolling over assets from either the NextGen CIP Select Series plan or the NextGen College Investing Plan, then please use the Withdrawal Request form provided by the plans at the end of the enrollment flow.