OPEN AN ACCOUNT
Congratulations. You've taken the first step toward saving for your child's education. To make it official, just use our Quick Start Guide or the checklist below to help guide you through the process. The moment your account is set up, you'll be able to access it.
Here are some additional ways to get started.
- Open your account over the phone. Call 1-866-277-1005 to speak with an Education Savings Specialist.
- Download an Enrollment Kit. You’ll receive a packet with everything you need to open an account.
- Answer “Yes” to the Alaska 529 question on your PFD application. You can designate half of your PFD, half of your child’s PFD, or half of both to be directly invested in the plan. Learn more.
NEW!
DASH TO SAVETM INCENTIVE PROGRAM
Alaska 529 will pitch in a $250 contribution to the first 5,000 new accounts in 2022.§ The race is on−open an account today with at least $25.
WHAT YOU NEED TO GET STARTED
Determine who will serve as the account holder and beneficiary for the Alaska 529 account. Consider adding a successor account holder to take over the account in the event of unforeseen circumstances.
Determine who will serve as the account holder and beneficiary for the Alaska 529 account. Consider adding a successor account holder to take over the account in the event of unforeseen circumstances.
Gather the following account holder and beneficiary information:
- Name
- Date of Birth
- Social Security Number
- Residential Address
- Bank Routing Number*
- Bank Account Number*
- Name
- Date of Birth
- Social Security Number
- Residential Street Address
- Bank Routing Number*
- Bank Account Number*
Research the investment options, and choose one or more for an investment strategy that works best for you.
Research the investment options, and choose one or more for an investment strategy that works best for you.
Research the investment options, and choose one or more for an investment strategy that works best for you.
Decide how you will provide funding for the account. You can invest a PFD, make an initial contribution, or make a recurring contribution through Automatic Monthly Contributions (AMC) or payroll deduction. The minimum contribution to get started is $25.
Decide how you will provide funding for the account. You can invest a PFD, make an initial contribution, or make a recurring contribution through Automatic Monthly Contributions (AMC) or payroll deduction. The minimum contribution to get started is $25.
Decide how you will provide funding for the account. You can invest a PFD, make an initial contribution, or make a recurring contribution through Automatic Monthly Contributions (AMC) or payroll deduction. The minimum contribution to get started is $25.
Decide how you will provide funding for the account. You can invest a PFD, make an initial contribution, or make a recurring contribution through Automatic Monthly Contributions (AMC) or payroll deduction. The minimum contribution to get started is $25.
Decide how you will provide funding for the account. You can invest a PFD, make an initial contribution, or make a recurring contribution through Automatic Monthly Contributions (AMC) or payroll deduction. The minimum contribution to get started is $25.
Call an Education Savings Specialist at 1-866-277-1005. We’ll be glad to give you whatever help you may need.
Call an Education Savings Specialist at 1-866-277-1005. We’ll be glad to give you whatever help you may need.
Call an Education Savings Specialist at 1-866-277-1005. We’ll be glad to give you whatever help you may need.
If you are not an Alaska resident, you should compare this Plan with any 529 plan offered by your home state or your beneficiary’s home state and consider, before investing, any state tax or other state benefits, such as financial aid, scholarship funds, and protection from creditors that are only available for investments in the home state’s plan. Please read and/or download the Plan Disclosure Document, which includes investment objectives, risks, fees, charges and expenses, and other information that you should read and consider carefully before investing, or call 1-866-277-1005 to request a paper copy. T. Rowe Price Investment Services, Inc., Distributor/Underwriter.
§Certain restrictions apply; see terms and conditions for details and eligibility requirements.
*For account holder only; optional at the time of account setup.
Dash to Save and Dash to Save More are trademarks of the Education Trust of Alaska.
