Setting up your New York's 529 College Savings Program Direct Plan Account
(NY's Direct Plan)
Please have this information ready before you start...
getting_started About you: Address, birth date, Social Security number or Taxpayer Identification Number*
getting_started About your successor (optional-the adult who'll be in charge of the account in the event of your death): Birth date
getting_started About your beneficiary  (the person for whom you're saving): Birth date, Social Security number*
getting_started About your investments (how your contributions will be invested):
To learn more, see the Disclosure Booklet
getting_started About your bank (if you're going to have contributions taken from a checking or savings account): The account number for your account, routing number for your bank and/or a "voided" blank check
getting_started About your payroll deduction (if you're going to have contributions taken from your paycheck): Check with your employer to see if they participate in payroll deduction
 
If you are opening an UGMA/UTMA account use this form.
*We are required by federal law to obtain, verify, and record information that identifies each person who opens an account. If you don't provide the requested information, we may not be able to open your account. If we are unable to verify your identity, the Plan reserves the right to close your account and return any contributions or take other steps we deem reasonable.
To open a saved or pre-filled enrollment click here.
New Account Owners
To open a new account, fill in the information below and click continue.
First Name
Last Name
Email
Primary Telephone --
button
Existing Account Owners
To open additional accounts, sign in then select
"Open a New 529 Account". To make it easier
we'll prefill your information on the new application.
Username
I Forgot My User Name
I Forgot My Password
Sign up for online access
button