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1. Gather Information You will need the Name, Social Security Number or Taxpayer Identification Number, Date of Birth, and Current Address for the: It’s as simple as 1-2-3.
Account Owner - the person in charge of the account Beneficiary - the person you’re saving the money for
2. Make Initial Contribution Can be done through your bank account, via check, or through payroll direct deposit. Start with as little as $25! 3. Choose Your Investment Portfolio Decide where you want your savings invested. You can add to your account by setting up recurring contributions at any time.
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Visit Edvest.com: Live webinars One-on-one virtual appointments College Savings Tools And much more!
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