Contact Us

Have a question? Not sure where to get started?
We’re here for you. Below are multiple ways to get in touch with us.

BY PHONE

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

BY FAX

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

BY MAIL

Standard U.S. mail:
The Education Plan
PO Box 219331
Kansas City, MO 64121-9331


Overnight Mail:
The Education Plan
920 Main Street, Suite 900
Kansas City, MO 641052017

Quick Answers 
to Common Questions

Visit our FAQs page for answers to frequently asked questions
about 529 plans, The Education Plan, and ways to save for education.

EMPLOYER INQUIRIES

If you are a representative of a business or organization interested in adding The Education Plan to your benefits package, please contact Carolyn Fittipaldi, Marketing Director, at etbnmgrassroots@gmail.com or visit our employer's page by clicking the link above.

FINANCIAL ADVISOR INQUIRIES

If you are a financial advisor or wealth planner with questions about The Education Plan, please contact us directly by clicking the link above.

MEDIA REQUESTS

If you are a member of the media who is looking for additional information, or to talk to someone about The Education Plan please visit our media page by clicking the link above.

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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.

Privacy & Cookie Policy

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, 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.