- Open a new account
- Rollover an existing 529 or Coverdell account
- Make withdrawals
- Contribute to savings by bank or paycheck
Some transactions require a signature.
| Forms | Description |
|---|---|
| BND Match Application and Instructions |
North Dakota residents: Review the instructions and use this application to request a one time match of up to $300. |
| Kindergarten Kickoff Match Application and Instructions |
North Dakota residents: If your child is entering Kindergarten and you contribute $100 into a new or existing College SAVE account your $100 contribution will need to be received within 12 months of applying for the Match, or before your child turns 7 years old (whichever comes first) in order to receive the full match. |
| New Baby Match Application and Instructions |
North Dakota residents: New Baby Match is open to every baby residing in North Dakota 12 months old or younger, and you can apply for the Match when you enroll and open a College SAVE account. Plan administrator and state-owned Bank of North Dakota will match up to $200 for the baby, earmarked for his or her higher education. |
| Designated Beneficiary Change Form |
Use this form to change the designated beneficiary on an existing College SAVE account or to transfer a portion of the account assets to a new designated beneficiary's account.
|
| Account Information Change Form |
Use this form to change your address, phone number, participant, or successor participant information for a College SAVE account.
|
| Limited Power of Attorney Form |
Use this form to designate an individual, corporation, or other entity as your agent with limited authority to act on your College SAVE account.
|
| Additional Purchase Form |
Use this form to make additional contributions to your account by check.
|
| W-9 Request for Taxpayer Identification Number and Certification |
Use this form to certify the participant's or designated beneficiary's Social Security number or taxpayer identification number. |
| 529 to Roth IRA Rollover Form |
Request a direct rollover of 529 assets to the Beneficiary's Roth IRA at another Financial Institution. |
Prefer paper forms for all transactions? View all available forms.
Additional Plan Information
Read the Program Description before opening an account as it contains important information you need to know before investing.
| Resources | ||
|---|---|---|
| College SAVE Slimline | ||
| College SAVE Program Description | ||
Need help?
Email us at clientservice@collegesave4u.com
Call us at 1.866.SAVE.529 (1.866.728.3529)
Quick Links
Ascensus Broker Dealer Services is the distributor of the North Dakota College SAVE plan, Learn more about Ascensus Broker Dealer Services, LLC on FINRA's BrokerCheck.
For more information about North Dakota's College SAVE Plan (College SAVE), call 1-866-SAVE-529 (1-866-728-3529) or click here to obtain a Plan Disclosure Statement. Investment objectives, risks, charges, expenses, and other important information are included in the Plan Disclosure Statement; read and consider it carefully before investing. Ascensus Broker Dealer Services, LLC (ABD) is Distributor of the College Save.
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 should also consult your 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 college savings plan(s), or any other 529 plan, to learn more about those plans’ 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.
College SAVE is a 529 plan established by the State of North Dakota. Bank of North Dakota (Bank) acts as trustee of College SAVE Trust, a North Dakota Trust, and is responsible for administering College SAVE Trust and College SAVE. ABD, the Plan Manager, and its affiliates, have overall responsibility for the day-to-day operations of the Plan, including recordkeeping and marketing. The Vanguard Group, Inc. (Vanguard) provides underlying investments for the Plan. The College SAVE's Portfolios, although they invest in mutual funds, are not mutual funds. Units of the Portfolios are municipal securities and the value of units will vary with market conditions.
Investment returns are not guaranteed and you could lose money by investing in College SAVE. Participants assume all investment risks, including the potential for loss of principal, as well as responsibility for any federal and state consequences.
Not FDIC Insured. No Bank, State or Federal Guarantee. May Lose Value.
Vanguard and the ship logo are trademarks of The Vanguard Group, Inc. Upromise is a registered service mark of Upromise, Inc. All other marks are the exclusive property of their respective owners. Used with permission.
© 2023 Bank of North Dakota. Ascensus Broker Dealer Services, LLC, Member FINRA. All Rights Reserved.
