To Complete Your Enrollment

You Will Need:

The following is needed for the Account Owner:

    • Residential and mailing address
    • Email and phone
    • Date of birth
    • Social Security Number / Tax ID
    • Send a legible photocopy of a valid U.S. government issued ID or passport

The following is needed for the Beneficiary:

 
    • Mailing address
    • Date of birth
    • Social Security Number / Tax ID
 
 

ENROLL TODAY

 

Make checks and electronic transfers payable to: 

AZ529-Bank Plan, CSB as Manager 

Mail or Fax this form and any other required documents to:

Mail - College Savings Bank, 2515 McKinney Ave, Suite 1100, Dallas, TX 75201

Fax - 214.481.1289 ATTN: Operations

 

Remember to retain a copy for your records.

The Bank Plan is sponsored by the State of Arizona and administered by the Arizona State Treasurer’s Office (ASTO). The Arizona State Board of Investment (BOI) is Trustee of the Trust. College Savings Bank, a Division of NexBank (CSB) serves as Program Manager for the Bank Plan. CSB provides recordkeeping and administrative services with overall responsibility for the day-today operations, including marketing and distribution of the Bank Plan. CSB offers FDIC-insured certificates of deposit (CDs) and a high-yield savings account. CDs may be subject to early withdrawal penalties. For additional information, please refer to the Bank Plan Disclosure Statement.

Tax and other penalties may apply to non-qualified withdrawals from an AZ529-Bank Plan account. You should consult your financial, tax, or other adviser to learn how state-based benefits (or limitations) will apply to your specific circumstances. The AZ529-Bank Plan is not insured by the State of Arizona, nor is the principal and interest invested in the plans thereon guaranteed by the State of Arizona.