Give the Gift of Education with a Scholarship
With The Education Plan, a New Mexico 529 Education Savings Plan, your company can award scholarships to students with a 529 plan. Whether you're a corporation, partnership, trust or non-profit, start investing in your community today.
Requirements
Corporation
Copy of Articles of Incorporation certified by Secretary of State or a government entity
Tax ID Number
Designate beneficiary at time of opening account
Trust
Copies of the Title and Signature Pages of the Trust Document
Tax ID Number
Designate beneficiary at time of opening account
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DOWNLOAD FLYERPartnership
Copy of Partnership Paper
Tax ID Number
Designate beneficiary at time of opening account
Non-Profit 501(c)(3)
Copy of ruling of determination letter from IRS
Tax ID Number
Designate beneficiary at time of opening account
Use account maintenance form to designate a beneficiary
529 Scholarships for Students
Most families pay for college and other future education needs using a mix of savings, financial aid and scholarships. A 529 plan with The Education Plan® helps families save more for their loved ones’ future education with a tax-advantaged savings account. There are several scholarships and education awards available that can help fund a 529 account with The Education Plan.
Explore what’s available and start planning for their bright future today.
Saving for Success Award
The Saving for Success Award helps New Mexico students fund their dreams for the future with an education savings account. Each year up to 50 eligible K-8 students who are residents of New Mexico receive a Saving for Success Award of $1,000 invested in a 529 education savings account with The Education Plan®.
The Saving for Success Award is administered through the New Mexico Community Trust. Applications for the Award typically open in January.
National Junior Honor Society Outstanding Achievement Award
The National Junior Honor Society Outstanding Achievement Award recognizes middle-level students for their commitment to the five pillars of NJHS: scholarship, service, leadership, character, and citizenship. The 500 NJHS students selected for the Outstanding Achievement Award receive a $500 education savings plan to support their educational aspirations.
Applications for the Award typically open in November.
Learn more about the National Junior Honor Society Outstanding Achievement Award.
