Follow these simple steps to help them make giant leaps.

The NC 529 Plan is a tax-advantaged program that helps you save money for education. You can open an NC 529 Account for anyone, including yourself – and you can change the beneficiary to another family member without penalty at any time.

What you need to get started:

• Participant/Account Owner Information: Your Social Security Number (SSN) or Taxpayer Identification Number (TIN), birth date, address and email address. 
• Beneficiary/Future Student Information: Name and birth date of the student for whom you are saving. (If the SSN or TIN is not currently available, you may provide it later.) 
• General Financial Information: The account number and routing information for the financial institution account you wish to use for initial and ongoing contributions to your NC 529 Account. Alternatively, you can fund your account by mailing a check.

Things to know to get your savings going:

Your CFNC username and password will be your login for future access to your NC 529 Account. Much of the information you enter while creating a CFNC profile will fill in your NC 529 Account enrollment form.

• Use YOUR name (not your child's, grandchild's or other person's for whom you plan to save) when you set up the CFNC profile. You must be 18 or older to open an NC 529 Account.
• The information you enter will display as the "Participant" (Account owner) for the NC 529 Account.
• Later, you can enter the person for whom you're saving for as the "Beneficiary."

Ready to keep things moving?

Whether you still have questions, looking to explore investment options or ready to open an account, we’re here to help you take the next step with confidence.