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Scholar Share College Savings Plan Account Application for an Individual Account Use this form to open a new Account by an Individual Questions? Call toll-free 1.800.544.5248 Or write to the Plan
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How to fill out scholarshare college savings plan

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How to fill out scholarshare college savings plan

01
Visit the ScholarShare College Savings Plan website
02
Click on the 'Open an Account' button
03
Select the type of account you want to open (such as 529 Savings Plan or ScholarShare 529 Advisor Plan)
04
Provide your personal information, including your name, address, and Social Security number
05
Choose your investment options and contribution amounts
06
Review and confirm your account details
07
Fund your account through electronic transfer or check

Who needs scholarshare college savings plan?

01
Parents who want to start saving for their child's college education
02
Grandparents looking to contribute to their grandchild's education fund
03
Students who want to save for their own future educational expenses
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The scholarshare college savings plan is a tax-advantaged 529 savings plan designed to help families save for future college expenses.
Any individual or family looking to save for college expenses may open and contribute to a scholarshare college savings plan.
To fill out a scholarshare college savings plan, individuals can visit the scholarshare website and follow the instructions to open an account and make contributions.
The purpose of a scholarshare college savings plan is to provide a tax-advantaged way for families to save for future college expenses.
Information such as account holder details, contributions, and investment choices must be reported on a scholarshare college savings plan.
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