The Education Plan for Financial Professionals

Manage your clients' accounts with The Education Plan.

By encouraging clients to invest with The Education Plan, you can show them your commitment to building a thoughtful education investment portfolio. You can also demonstrate your sound financial judgment, not only with investing, but also with tax policy and fee management.

  • Opening a 529 plan can help clients reduce future student-loan debt
  • Robust gifting options make it easy to accelerate clients' account savings
  • 529s offer an ideal wealth-planning tool
  • New Mexico clients enjoy a generous state income tax deduction for 100% of contributions*
  • Competitive pricing and fee structure
  • Broad investment portfolio to meet your clients' needs

*New Mexico and the federal government currently have different definitions for “qualified higher education expenses” for tax purposes. See this “Important Notice to New Mexico Taxpayers” for more information.

Ready to Get Started?

Get in touch if you’re interested in learning more or are
ready to add The Education Plan to your benefits package.

How to Access Your Clients’ Accounts

Managing your clients’ accounts with The Education Plan is simple. The first step is to download and fill out the authorization form. Clients can give you one of three levels of access to their accounts. Once you have authorization to access the account, you can easily view information and manage all your accounts with The Education Plan using 529 Quick View.

View Financial Professional Authorization Details Download the Authorization Form

1

Level 1 - Account Inquiry Access

Level 1 access authorizes you to obtain information about the account, change an address of record and receive duplicate account statements

2

Level 2 - Account Inquiry Access, Contributions and Exchanges

Level 2 access authorizes you to do everything in Level 1, plus add or update bank information, make a contribution and change investment options.

3

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

Level 3 access authorizes you to do everything in Level 1 and Level 2, plus make withdrawals from the account.

Managing Your Clients’ Accounts with 529 QuickView

With 529 QuickView, you have one-stop access for answers to your clients' account questions with data that is easily downloadable to your desktop. You see the same screens as your clients once they log in, so you can easily conduct online transactions including contributions, qualified withdrawals, allocation changes, exchanges, and transfers (with client approval).

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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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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.