Please select the form that corresponds to your 529 program.
Arizona Family College Savings Program - Bank Plan
CollegeChoice CD 529 Savings Plan
Montana Family Education Savings Program - Bank Plan
Yes. College Savings Bank, a Division of NexBank SSB makes it possible for you to stop receiving paper statements in the mail, so that you can avoid messy filing, help us cut costs to reduce waste, and conserve our natural resources. You'll get all the same information that you get today in your paper statements. Promotional materials will not be included. In most cases, your paperless settings will take effect after your next document cycle.
We will send you an email notification that your statement is available for viewing online. You can resume delivery of your paper statements at a later date, if you desire, by contacting customer service for assistance at 1.800.888.2723 Mon-Fri 9a.m to 6 p.m. EST or email us at firstname.lastname@example.org. There are currently no fees to revert to receiving paper copies of available communications. We reserve the right in our sole discretion to charge a fee which we will provide notice 30 days prior to the change.
Here’s a list of documents that are available for online viewing and paperless delivery with how long each will be available for paperless delivery. Please note: not all documents are available online.
Document Paperless Eligible and available Online?
Account Statements Yes
Certificate Confirmation Yes ( included in transaction details)
Tax statements Yes (1099 Q and 1099 INT)
Privacy Notices Yes
Change in Terms notices Yes
When you sign in to Online Banking, we will automatically provide an electronic version of current and past paper account statements. You can view, download, save or print your statement by choosing the account you wish to view and selecting the Statements and Documents tab. You can access up to 24 months of your paper statements online and at your convenience. Lastly, if there are changes to account terms and conditions, they will also be presented online, along with your account statements.
Using Online Banking, you can access your account(s); check account balances and transactions, make deposits, withdrawals; and receive alerts about important documents available on your accounts.
E-Gifting or Social Gifting is a new feature that allows you to invite family and friends to give the gift of education and make a deposit into your loved ones account. It's simple, safe and secure!
To sign up, you will need a College Savings Bank, a Division of NexBank SSB plan account, internet access and one of our recommended internet browsers: Internet Explorer 8 ( and higher); Firefox; Chrome.
No, this feature is free.
No, due to security reasons, you must Register for Online Banking to view your account information.
Your UserName is your email address.
First, Register for Online Banking if you have not already done so. Once signed in, you can check balances or view Statements and Account Activity.