Financial Professional Authorization

Account Owners Can Authorize An RIA To Have Three Levels Of Account Management Access.

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administered 529 plans with 529 QuickView. No more sorting
through stacks of paper, fumbling through files, or waiting for
the latest account information to be mailed.

VIEW THE ENROLLMENT FORM

RIA Authorization can be provided using
page 3 of the paper enrollment form.

ways to gain account authorization as an RIA

1

Level 1 - Account Inquiry Access

Authorized to obtain information about Account(s); change address of record and receive duplicate Account statements.*

2

Level 2 - Account Inquiry Access, Contributions and Exchanges

Authorized to obtain information about Account(s); change address of record; receive duplicate Account statements; add or update bank information; make a contribution and change Investment Options for the Account(s).*

3

Level 3 - Account Inquiry Access, Contributions, Exchanges, and Withdrawals

Authorized to obtain information about Account(s); change address of record; receive duplicate Account statements; add or update bank information; make a contribution; change Investment Options and withdraw from the Account(s).*

Now there's an even easier way to access and manage your account
with The Education Plan: the Ready Save 529 mobile app.

Now there's an even easier way to access and manage your account with The Education Plan: the Ready Save 529 mobile app.

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The Education Plan® and The Education Plan® Logo are registered trademarks of The Education Trust Board of New Mexico used under license.

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View the Plan Description and Participation Agreement (PDF opens in new tab)

Phone: 1-877-337-5268

We're available Monday to Friday 8 a.m. to 7 p.m. MT

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VIEW LEGAL DISCLOSURE

For more information about The Education Plan, call 1.877.337.5268 or view the Plan Description and Participation Agreement PDF (opens in new tab), which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing.

Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You also should consult a financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state’s 529 plan(s), or any other 529 plan, to learn more about those plan’s features, benefits and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

The Education Plan is administered by The Education Trust Board of New Mexico. Ascensus College Savings Recordkeeping Services, LLC, the Program Manager, and its affiliates, have overall responsibility for the day-today operations, including investment advisory, recordkeeping and administrative services. The Education Plan’s portfolios invest in: (i) mutual funds; (ii) exchange traded funds; and/or (iii) a funding agreement issued by New York Life. Investments in The Education Plan are not insured by the FDIC. Units of the portfolios are municipal securities and the value of units will vary with market conditions.

Investment returns will vary depending upon the performance of the portfolios you choose. You could lose all or a portion of your money by investing in The Education Plan depending on market conditions. Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.

Ugift is a registered service mark of Ascensus Broker Dealer Services, LLC.

The Education Plan® and The Education Plan® Logo are registered trademarks of The Education Trust Board of New Mexico used under license.

All other marks are the exclusive property of their respective owners.

Not FDIC-Insured. No Bank, State or Federal Guarantee. May Lose Value.

Financial Professional Authorization

Financial Professional Authorization

Account Owners Can Authorize An RIA To Have Three Levels Of Account Management Access.

ways to gain account authorization as an RIA

1

Level 1 - Account Inquiry Access

2

Level 2 - Account Inquiry Access, Contributions and Exchanges

3

Level 3 - Account Inquiry Access, Contributions, Exchanges, and Withdrawals

Now there's an even easier way to access and manage your account with The Education Plan: the Ready Save 529 mobile app.

Now there's an even easier way to access and manage your account with The Education Plan: the Ready Save 529 mobile app.

SIGN UP FOR OUR NEWSLETTER

FOLLOW USON SOCIAL MEDIA

Now there's an even easier way to access and manage your account
with The Education Plan: the Ready Save 529 mobile app.

FOLLOW US
ON SOCIAL MEDIA