New York's 529 College Savings Program Direct Plan

Steps

1 about you

2 about your beneficiary

3 choose investments

4 pick a funding method

5 select a delivery option

6 complete your account

The beneficiary is the individual for whom you're saving.

There is no age limit.

You can be your own beneficiary. For example, you can save for your own college education expenses.

You can change your Beneficiary at any time to another eligible family member of the prior Beneficiary*.

about your beneficiary (student)

Alert

Please specify First Name.

Please specify Last Name.

Please specify Date of Birth.

Please specify Social Security Number.

Mailing Address is required

City is required

State is required

Please specify Mailing address Zip Code.

First Name		MI		Last Name
Bene First Name		Bene Middle Initial		Bene Last Name

Mailing address

City		State		Zip
Bene City		State		- ZipCode Zip Ext

Check if the beneficiary address is the same as the account owner address

Social Security or Tax Identification number		Birth date
- - ssn1 ssn2 ssn3		beneficiaryInfo.dobMonth beneficiaryInfo.dobDay beneficiaryInfo.dobYear

Citizenship

U.S. Citizen

Resident Alien

Nonresident Alien