PLEASE NOTE:
The enrollment process must be completed timely to avoid system errors from timeouts during submission.
After enrollment, please have the following information available before creating a beneficiary account:
- You (the Account Owner) and your Beneficiary's Social Security Number
- You (the Account Owner) and your Beneficiary's Date of Birth
- You (the Account Owner) and your Beneficiary's Mailing addresses and phone number
- You (the Account Owner) and your Beneficiary's Parish of residence
- Your Beneficiary's school name
- Your primary successor’s Date of Birth, Social Security Number, mailing address and phone number
- Your contingent successor's Date of Birth, Social Security Number, mailing address and phone number (optional)
- You must select at least one investment option for deposits to your account
PLEASE NOTE:
The enrollment process must be completed timely to avoid system errors from timeouts during submission.
After enrollment, please have the following information available before creating a beneficiary account:
- The Entity/Trust legal name
- The Authorized Agent's DOB and contact information
- The Beneficiary's Social Security Number
- The Beneficiary's Date of Birth
- The Beneficiary's Mailing addresses and phone number
- The Beneficiary's Parish of residence
- The Beneficiary's school name
- You must select at least one investment option for deposits to your account