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Getting started is easy.
Make sure to have the following information handy:
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Personal information — for you and your beneficiary (future student)
Name, U.S. address, Social Security number or Individual Tax Identification Number (ITIN), and date of birth.
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Bank Information — it’s easy to make a contribution and set up an automatic ongoing investment. Have your bank routing and account number handy.
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Investment Option — Bright Start offers investment choice and diversity. Many investors consider the popular, professionally managed Age-Based Options.
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Successor Account Owner — we suggest you name a successor should something happen to you. You will need their name, address, and date of birth.
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Enrollment Kit — if you prefer you can download the Enrollment Form, Color Booklet, and Program Disclosure Statement.
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