Re-Engage with my529! Get a $20 match

Making it easy

my529 is offering a promotion for your clients who open and fund new accounts between February 27, 2020, and March 27, 2020. We’ll help your client’s get started on their investment by matching the first $20 funded.

It’s a bonus for your clients and boost for your firm!

How to do it:

1. Open a my529 account and fund it with a minimum of $20 between February 27, 2020, and March 27, 2020.
2. Enter promotional code ADVISOR20.
3. Receive a $20 match to the account.

To qualify, the new my529 account must be for an account owner and a beneficiary who are both new to my529. Current account owners and beneficiaries are ineligible.

*Promotional offer does not apply to UGMA/UTMA accounts.

*Only valid between February 27, 2020, to March 27, 2020, or while promotional funds are available.

Advisors can set up new client accounts

Paper Forms

  • Form 100 – Individual Account Agreement.
  • Form 710 – Limited Power of Attorney Authorization.

 Online

DocuSign

  • Do you have a DocuSign account? Submit Forms 100 and 710 via DocuSign. my529 will only accept DocuSign forms with a certificate of completion showing successful ID verification using LexisNexis knowledge-based authentication.

Let Us Help

  • Save time on paperwork. Submit information on a template and we’ll fill out the necessary forms for you.

Schedule time to meet with my529’s Professional Services team via Calendly.

Please read the my529 Program Description for more information.