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Getting Started
One
Read
Once you have read the Program Description, opening a my529 account online should take approximately 10 minutes. Be sure to consider all investment objectives, risks, charges, and expenses before investing. In addition, please review the my529 Privacy Policy and the Legal Disclaimer.
my529 does not require an initial or recurring contribution to open an account.
Non-Utah taxpayer and residents should determine whether the state in which they or their beneficiary live or pay taxes offers a 529 plan that provides state tax or other benefits not otherwise available to them through my529.
Two
Have
To set up a my529 account, you need to have the following information about
  • Yourself: U.S. Social Security or Taxpayer Identification number, date of birth, and address; bank account information and routing number for automated contributions (optional)
  • Your beneficiary: U.S. Social Security or Taxpayer Identification number, date of birth, and address
  • Successors (optional): U.S. Social Security or Taxpayer Identification number, and date of birth
Three
Go!
New to my529:
Existing my529 account owners
please log in or