Edvest College Savings Plan

A Plan for Everyone:
Employees

When saving for your child’s college is as convenient and automatic as taking your retirement or healthcare deductions, saving is a lot easier.

College Savings Made Easy

You’re busy enough. Just getting the kids out the door in the morning is a monumental task. Saving for college shouldn’t be even more work. With the Edvest College Savings Plan, you can contribute to your child’s college savings account without adding anything else to your ‘to do’ list.

It only takes about 15 minutes to enroll. So let's get rolling!

ABOUT EDVEST

For so many families, the Edvest College Savings Plan is a smart choice. Here are just a few reasons why:

  • State tax benefits
  • 100% tax-free growth
  • Financial aid friendly
  • Use at approved schools anywhere in the US or abroad

Plus we are here to help every step of the way.


FAQ

REQUEST INFORMATION

Would you like an Edvest enrollment kit mailed to you? Do you have other questions about the Plan? Select the button to the right or contact Edvest at 1-888-338-3789.

GET STARTED
1

Set up your Edvest account

  • Open a new account
    ENROLL
  • Add payroll contributions to an existing Edvest account
    [ Skip to Step 2 ]
  • Rollover an existing 529 account from elsewhere
    DOWNLOAD ROLLOVER FORM

Tip: If payroll will be your method of initial funding, select a minimum of $25 as your initial contribution and “Fund by Check.” Your first payroll direct deposit will be your initial contribution.

2

Download and submit the appropriate Edvest Payroll Direct Deposit Form

  • New and current account owners must complete ands return the form to Edvest
    DOWNLOAD
  • You may also set up automatic contributions from a bank account
    LEARN MORE

Tip: The Edvest Payroll Form must be processed by Edvest before the first payroll contribution (may take up to 10 business days once received by the Plan).

Before you proceed to the next step make sure you have opened an Edvest account (or have an existing account). Complete and mail the Edvest payroll form. If you are an employee of the State of Wisconsin, please use the Edvest Direct Deposit Form (State of WI). UW System employees should use the Edvest Direct Deposit Form (UW System).
3

Identify Employer Payroll Method:


EMPLOYEE SELF-SERVICE

Use the following direct deposit instructions:

  • Code the account as “checking”
  • Routing number for State Street Bank: 011000028
  • Account number: Edvest ID 99058687 + 9-digit employee SSN or TIN
  • Enter contribution amount per pay period (for each beneficiary and investment option)


CENTRALIZED PAYROLL PROCESS

Submit a copy of your Edvest Payroll Direct Deposit Form to your employer’s payroll department and mail the original Payroll Direct Deposit Form to Edvest at the plan's address.


Need Employer Instructions? Other Questions?


Confirm that your Edves payroll direct deposit form has been processed -
Call 1-888-338-3789 (M - F 7:00A - 7:00P CT).
Edvest Fact Sheet

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