The Education Plan

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Already Enrolled?

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Enrolled but don't have access online yet?

Set up access in just a few minutes here. You'll need:

  • The account number
  • Account owner's Social Security number
  • Account owner's ZIP code
Set up your User ID


Enroll Online Now
Open an Education Plan account in less time than it takes you to get your kids to bed. Our step-by-step process only takes about 15 minutes.

What you will need:

  • Basic information about your future student (name, address, birth date, Social Security number)
  • A check with your bank account routing number (to make your first deposit)
  • An email address
Note: Online enrollment requires account set-up via direct deposit from your bank account or via rollover of an investment in another 529 plan.

To Enroll by Mail

Download an Application Form

Print a copy of the application, complete it by hand and then mail it back to us.

Adobe PDF Download Application

Order an Application Kit by Mail

We'll send you an application kit in 7 to 10 days. All you have to do is complete the application and mail it back to us.

Order by Mail

*If you are a 501(c)(3) entity—not opening an individual account—you will need to download an application form or order an application kit by mail.

This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice, or for use to avoid penalties that may be imposed under U.S. federal tax laws. Contact your attorney or other advisor regarding your specific legal, investment or tax situation.

The Education Plan® is operated as a qualified tuition program offered by The Education Trust Board of New Mexico and is available to all U.S. residents. OFI Private Investments Inc., a subsidiary of OppenheimerFunds, Inc., is the program manager for The Education Plan and OppenheimerFunds Distributor, Inc. is the distributor of The Education Plan. Some states offer favorable tax treatment to their residents only if they invest in the state's own plan. Investors should consider before investing whether their or their designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program and should consult their tax advisor. These securities are neither FDIC insured nor guaranteed and may lose value.

Before investing in the Plan, investors should carefully consider the investment objectives, risks, charges and expenses associated with municipal fund securities. The Plan Description and Participation Agreement contain this and other information about the Plan, and may be obtained by visiting www.theeducationplan.com or calling 1.877.EdPlan8. Investors should read these documents carefully before investing.

The Education Plan® is distributed by OppenheimerFunds Distributor, Inc. Member FINRA, SIPC
225 Liberty Street, New York, NY 10281-1008
©Copyright OppenheimerFunds Distributor, Inc. All rights reserved.