Pennsylvania College Savings Program—529 Guaranteed Savings Plan

pick a funding method

Alert

Please specify Account Funding Type.

How do you want to fund your 529 account?

From my bank account - automatic regular contributions

You can set up an Automatic Investment Plan (AIP) so contributions are made on a regular basis.

From my bank account - single one-time contribution

This will be a one-time transfer from your bank via Electronic Bank Transfer (EBT).

Amount (minimum $1 initial contribution; maximum $190,000.00 one-time EBT contribution )

For Electronic Bank Transfer (EBT), your financial institution must be a member of the Automated Clearing House (ACH). For security purposes, you will not be able to direct redemptions to this bank account for the next 15 calendar days. Contributions made by EFT will not be available for withdrawal for 5 business days.

By adding this account, I acknowledge that my bank or financial institution is located in the U.S. and/or adheres to U.S. banking regulations.

Bank name

Routing number (9 digits)

Account number (17 digits or less)		Retype Account number

Account type

Note: Your bank's routing number and account number may appear in a different order on your check.

With payroll deduction

You can use this method if your employer supports this benefit. You'll be able to print out a form for this option when you've completed this application. Check to see if your employer participates in payroll deduction.

Set Payroll Deduction Amount

Select the amount that you would like to contribute to this account from your paycheck each pay period. The minimum amount for subsequent contributions through payroll deduction is $15 per account.

The amount you select below will be in addition to any payroll deductions you have for other accounts in PA 529 Guaranteed Savings Plan.

Amount

$15

$25

$50

$100

Other $

Contributions made by check will not be available for withdrawal for 7 business days. Electronic contributions will be held for 5 business days.
Click next to continue the enrollment application.

With a check

You'll be able to print out a form to send in with your check when you've completed this application.

The funding method you have chosen will generate a printable deposit slip at the end of the enrollment application that must be used to complete the funding of your account.

Once you have completed your enrollment, print the deposit slip and follow the instructions provided.

Note: Contributions made by check will not be available for withdrawal for 7 business days.

Click next to continue the enrollment application.

With a rollover or transfer

Rollover of funds from an existing Qualified Tuition Program(another qualified 529 plan), withdraw assets from a Coverdell Education Savings Account or make a redemption of assets from a Qualified U.S. Savings Bond (Series EE or Series I, issued after 1989). You will need to provide appropriate documentation of the principal and earnings portions of your rollover contribution. Important: If you do not provide this documentation and you make a nonqualified withdrawal in the future, the entire amount will be considered taxable earnings. You'll be able to print out a form to send in with your check when you've completed this enrollment application.

The funding method you have chosen will generate a printable deposit slip at the end of the enrollment process that must be used to complete the funding of your account.

Once you have completed your enrollment, print the deposit slip and follow the instructions provided.


Note: Contributions made by check will not be available for withdrawal for 7 business days.
Click next to continue the enrollment application.