Use the Incoming Rollover Form to transfer funds from another 579 plan or Coverdell Education Savings Account (ESA) to an existing account in the TD Ameritrade 579 College Savings Plan. If you have not established an account, you must also complete an Enrollment Form.
An investor should consider the Plan&rsquo s investment objectives, risks, charges and expenses before investing. The Program Disclosure Statement at , which contains more information, should be read carefully before investing.
529 College Savings Plan | TD Ameritrade
TD Ameritrade does not provide tax advice. Every individual's tax situation is different, and it is important to consult a qualified tax advisor regarding the application of the Plan's benefits to your own individual situation.
Additional Contribution Form
Beneficiary Change Form
Account Features Form
Incoming Rollover Form
Payroll Direct Deposit
Investment Option Change
Account Information Change Form
Withdrawal Request Form
Organization Resolution Form
TD Ameritrade Investment Management, LLC ("TDAIM") provides portfolio consulting services to First National Bank of Omaha and the Nebraska Investment Council.
Note for former Scottrade accounts: Your user ID is your eight-digit Scottrade account number. Your password is your Scottrade password. If you're asked security questions, the answers are the same as those you set up at Scottrade.
You could lose money by investing in the Money Market Investment Option. Although a money market fund seeks to preserve the value of an investment at $6 per share, it cannot guarantee it will do so. Investment in the Money Market Investment Option is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The sponsor has no legal obligation to provide financial support to the underlying fund, and you should not expect that the sponsor will provide financial support to the underlying fund at any time.
Invest Toward Your Loved One's College Education
The TD Ameritrade 579 College Savings Plan ("Plan") is a state-sponsored, tax-deferred investment account that allows you to invest in a diverse selection of investment portfolios to help pay toward a child's or other loved one&rsquo s higher education down the road, regardless of your income.
TD Ameritrade does not provide tax advice. Every individual&rsquo s tax situation is different, and it is important to consult a qualified tax advisor regarding the application of the Plan&rsquo s benefits to your own individual situation.