Getting Started with Bright Start is Easy

Once you’re ready to start saving, gather the following key items you will need to open your account. With these things in hand, the sign-up process will be quick and easy.

What You’ll Need to Get Started

About You

  • Name, address, date of birth
  • Social Security number or taxpayer identification number of the account owner
  • Phone number and email address

About Your Beneficiary

  • Beneficiary’s name, address, date of birth
  • Social Security number or taxpayer identification number

About Your Bank

  • Bank account information
  • Routing number for initial and automated contributions (optional)

About Your Investments

  • Visit our Investment Options section
  • Read the Bright Start Program Disclosure Statement
  • Be sure to consider all investment objectives, risks, charges, and expenses before investing.

About Your Successor (optional, but recommended)

  • Successor’s name and address
  • Date of birth
  • Phone number

Open a Bright Start Account

Tax advantages, account flexibility, low costs, and quality investment options are some of the benefits offered by a Bright Start 529 Account.

Open an Account Online

You can also

Download enrollment form     |     Request enrollment kit by mail

Already Start an Application?

Continue your Bright Start 529 enrollment. It’s quick and easy, and you can start contributing right away! Finish Application

Roll Over Your Existing 529 Funds

Download a rollover form to move funds from an existing out-of-state 529 plan to Bright Start. Download Rollover Form

Additional Resources

Bright Start is dedicated to helping you plan the best path to higher education for your family.
We are pleased to offer the following tools to assist you in planning for college:

Savings Calculator | Risk Tolerance Questionnaire | Educational Video Library