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Automatic Investment Plan/ Electronic Bank Transfer FormReturn this Form to:Overnight Mail:CollegeCounts 529 Fund P.O. Box 85290 Lincoln, NE 68501CollegeCounts 529 Fund 3606 South 48th Street Lincoln,
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Step 1: Login to your college counts automatic investment account
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Step 2: Navigate to the 'Investment' section
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Step 3: Select the 'Automatic Investment' option
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Step 4: Enter the desired amount you want to invest
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Step 5: Choose the frequency of investment (e.g., monthly, quarterly)
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Step 6: Select the investment fund(s) you want to allocate your money into
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Step 7: Review your investment preferences and click 'Submit' to confirm
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Step 8: Verify the details and settings of your automatic investment plan
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Step 9: Once confirmed, the automatic investment will be set up and funds will be automatically deducted and invested according to your specified preferences

Who needs college counts automatic investment?

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College Counts Automatic Investment is a program that allows individuals to make scheduled contributions to a college savings account automatically, helping to build savings for future education expenses.
Individuals who wish to enroll in the College Counts Automatic Investment program and make regular contributions to their college savings account are required to file.
To fill out the College Counts Automatic Investment form, you typically need to provide personal information, details of the account to which you are contributing, and the amount and schedule of contributions.
The purpose of College Counts Automatic Investment is to encourage systematic saving for education by enabling regular, automatic contributions to a college savings account.
The information that must be reported includes personal identification information, account details, contribution amounts, and the timing of those contributions.
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