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.

On March 9, 2020, Edvest 529 changed to a new administrative platform:

Any direct deposit contributions established under the old record keeper will be rejected and returned unless direct deposit contributions are re-established. Impacted account owners who contribute through payroll direct deposit should have received a letter containing instructions to update payroll instructions. If you did not receive this letter, please contact us at 1-888-338-3789.

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 College Savings Plan 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: Be sure to select "Payroll Direct Deposit" as the method of funding your account in the "Initial Contribution" section of the New Account Application.

2

If you wish to fund your account by payroll direct deposit, you can do so by enrolling online.

  • Log into your Edvest account and select Profile & Documents from the menu. Select Payroll Direct Deposit to begin set up.
    PAYROLL DIRECT DEPOSIT
  • You may also set up recurring 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).


Need Employer Instructions? Other Questions?


Confirm that your Edvest payroll direct deposit form has been processed -
Call 1-888-338-3789 (M - F 7:00A - 9:00P CT).
Edvest Fact Sheet

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