The Montana Family Education Savings Plan Helps Families Everywhere Save for Higher Education

Any U.S. taxpayer, regardless of income, may establish a tax-favored college savings account for anyone - including themselves, to help pay for qualified higher education expenses. The program was established as a tax-advantaged state tuition program under Section 529 of the Internal Revenue Code in 1996 and the benefits were made permanent in 2006. There are no in-state use restrictions. Use the proceeds at any eligible college, university, proprietary or vocational school worldwide.

• Higher education expenses include tuition, fees, textbooks, supplies and equipment required to attend an eligible institution. If the student's enrollment qualifies for at least half-time, room and board expenses are also eligible up to a specified level.
  
  
• Eligible institutions include virtually all accredited, public, nonprofit and proprietary postsecondary educational institutions. Click here for a complete database of eligible institutions.
  

All Depositors Receive:

• Account Assistance: Available Monday through Friday between 7 a.m. and 4 p.m. Mountain Time (9 a.m. - 6 p.m. Eastern Time) by calling toll free 1.800.888.2723 or sending an e-mail to montana@collegesavings.com. Our College Savings Advisers are at your service to answer your questions and help structure your account in a way that's best for you.
  
  
• Statements: InvestorSure CD depositors receive quarterly statements. CollegeSure CD depositors receive a comprehensive statement each July 31st. All direct deposit participants receive quarterly statements.
  
  

The combination of tax benefits, low deposit amounts and investment choices make the College Savings Bank 529 programs a smart, flexible and effective way to save for college.

It is Easy to Enroll!
Enroll online via E-check, Visa or Mastercard, or print out and mail an enrollment form. Open your account for as little as $250. And/or sign up for direct deposit from payroll of as little as $25 per pay period or automatic deposits of $100 or more per month from your bank account.

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