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Open an Account

Welcome new customers!

Thank you for choosing The Education Plan. Opening an education plan account is easy. It only takes about 15 minutes.

You'll need the following for yourself, the child you are enrolling, or the beneficiary of the account:

  • Enrollee’s date of birth
  • Enrollee’s Social Security number
  • Your Social Security number
  • Street Address (not PO Box)
  • Your bank routing number

Have questions or need help? Give us a call. 1-877-337-5268

Please select how you would like to enroll: