1
Account Information
  • Account Owner or Custodian First Name*
  • Beneficiary First Name*
  • Email
  • Last Name*
  • Last Name*
2
Deposit Information
Apply this Deposit:
Towards the purchase of a NEW CD or Savings Account. Note, if a Savings Account already exists, the Deposit will be applied to the existing
Savings Account.
Towards an EXISTING CD or Savings Account.
  • Account Type*
    Maturity Year(s)*
  • 529 Account Number (only if for existing account)
    Deposit Amount*
Additional contributions ($25 minimum) may be made to existing CDs under the same terms and conditions as the original CD. Additionally, the maturity date of any additional contributions will match the maturity date of the existing CD.
3
Deposit Options
  • Deposit Options has a minimum of $25 for E-Check or ACH Plan. Note: Deposits of $25 towards a NEW product must select ACH Plan
  • Direct withdrawal from your personal checking or savings account.
    Financial Institution Name*
    Account Number*
  • Checking   Savings
    ABA Routing Number*
4
Authorization

By completing below, I certify this deposit is for the intended qualified higher education expenses of the Beneficiary. If this is a rollover, I understand my contribution will be treated as earnings until the Plan receives appropriate documentation from me.

By selecting the ‘Continue’ button, you authorize College Savings Bank, a Division of NexBank SSB to initiate an electronic transaction in the amount and under the terms specified above from the bank account entered above. You also authorize your financial institution to honor the amount specified.

Online Banking Customers: Your verification is qualified by accessing our secure Online Banking portal. Please enter your Depositor’s Full Name or Access ID below.

  • Depositor’s Full Name
  • Date (MM/DD/YYYY)
  • Account Owner/Custodian   Other