Find calculators, forms at my529 Advisor site

In July 2021, my529 updated our investment options. With the update, we added investment options and changed the names of the underlying funds in our customized options. Now is a great opportunity to review your customized templates to confirm the allocations that you have established.

We updated the investment option lineup on our my529 forms and on our customized option calculators. As you submit new account applications for your clients, please include the latest calculators with your forms. Calculators can be accessed and printed from fa.my529.org/login.

Many of the forms you and your clients need to manage accounts are also available on the forms page of our website. Accessing forms on advisor.my529.org saves you the time and headache of searching for the most up-to-date documents.

my529 wants to help you and your client register accounts as smoothly as possible. Take advantage of these online tools to assist in your client’s account management.