Step 1

Read the Fund’s Prospectus

The prospectus includes important information on a fund including management fees and expenses, and financial reports present aspects of a fund’s operations, financial condition and performance during the period.  Read it carefully before investing.

Step 2

Complete the Application

To open an education account, complete an account application.  For an UGMA/UTMA account, use the Account Application.  In the Account Registration section on the first page, complete the information for Gift/Transfer to Minor.

To set up a Coverdell ESA, complete the Coverdell ESA Application.

Step 3

Mail Completed Application and Check

Mail a signed account application and check via U.S. Mail or other delivery methods.

Certain checks and other instruments are not accepted without prior approval such as: