Checklist for Opening an Account
Use our online application to establish an individual or custodial (UGMA/UTMA)
account. Both you and your beneficiary must be a U.S. citizen or resident
alien with a U.S. taxpayer identification number and U.S. mailing address
to establish the account. Federal law requires that we obtain your name, street
address, date of birth, and taxpayer identification number prior to opening
the account. Also, please note that EdVest does not accept credit card checks
and does not accept third-party checks when opening a new account.
Before you get started, make sure you have the following information available:
| • | Your Social Security number (SSN) or Taxpayer Identification number (TIN) |
| • | The address and SSN/TIN of your Successor Account Owner (if you choose to name one) |
| • | The address, SSN, date of birth, and anticipated year of college enrollment of your Beneficiary |
| • | A blank check for your reference (if funding online). |