Go paperless and save time by completing tasks for all the phases of your savings journey online.
- Open a new account
- Rollover an existing 529 or Coverdell account
- Make withdrawals
- Contribute to savings by bank or paycheck
Some transactions require a signature.
|Enrollment Form||Use this Enrollment Form to open an account.|
|Authorized Agent||Grant another person limited authority to act on your account.|
|Organization Resolution||Grant the officers or other persons authorization to conduct transactions on your account behalf of an organization|
|Agent Certification||Grant an agent authority to act.|
|Registered Investment Advisor||Designate or change a Registered Investment Advisor (RIA)|
|Trusted Contact||Designate the person who is authorized to receive account information|
Prefer paper forms for all transactions? View all available forms
|Additonal Plan Information|
|KY Saves 529 Plan Brochure|
Email us at email@example.com
Call us at 1-855-840-4855, Monday - Friday from 8 a.m. - 8 p.m. ET.