Investing is as easy as 1, 2, 3

To invest in the CollegeAccess 529 Plan now, simply follow these three easy steps:

1. Click here to download an application, and read the attached Participation Agreement and the Plan Disclosure Statement.

2. Fill out the application, attach a check made payable to "CollegeAccess 529 Plan." (And, remember to attach a blank, voided check if you are electing to participate in Auto-Invest or FundLink.)

3. Mail your application and check to:
    CollegeAccess 529 Plan
    P.O. Box 9775
    Providence, RI 02940

    For overnight deliveries:
    CollegeAccess 529 Plan
    101 Sabin Street
    
Pawtucket, RI 02860
    Phone: 866-529-7462

You will receive confirmation of your investment — via U.S. Mail — within five business days from the date we receive your properly completed application and check.

If you need more information, e-mail us, or call toll-free —
1-866-529-7462 — to speak with an Investor Services Representative, 7:00am-7:00pm Central Time, Monday-Friday.

 

NOTICE: CollegeAccess 529 Plan accounts are not insured by any state, and neither the principal deposited nor any investment return is guaranteed by any state. Furthermore, the accounts are not insured, nor the principal or any investment return guaranteed, by the federal government or any federal agency.

Please read the current CollegeAccess 529 Plan Disclosure Statement, before investing.

CollegeAccess 529 Plan is a Section 529 college savings plan sponsored by the State of South Dakota, and managed and distributed by Allianz Global Investors Distributors LLC,
1345 Avenue of the Americas, New York, NY 10105-4800, 1-866-529-7462.

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