NEXTGEN Plan Enrollment & Forms


	Client Select Series Enrollment

Enrollment Options

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Initiate Your Account Online Today

You can use this online application to establish multiple Beneficiary accounts. Both you and each beneficiary must be a U.S. citizen or resident alien to establish the account. If you have a foreign address, please call 1-877-615-4116 for assistance. Before you get started, please make sure you have the following information available:

Your Social Security number (SSN) or Taxpayer Identification number (TIN).
The address and SSN/TIN of your Successor Account Owner (if you choose to name one).
The address, SSN, date of birth, and anticipated year of college enrollment of each of your Beneficiaries.
A blank check for your reference (if funding with recurring bank withdrawal).
Internet Explorer 5.0 or greater with 128 bit encryption.
Access to a printer.
Adobe Acrobat Reader 5.0 or greater.

Note: Clicking "Back" and "Next" will save your data. This feature requires that you fill all required fields prior to clicking these buttons. Once your data is saved, it will be available to you in the future if you should lose your connection to the Internet or should you need to leave enrollment and return at a later time.

This six-step process will take about 15-20 minutes. You can fund your account by establishing Payroll Deduction or Bank Account Withdrawal, or by sending us a check.

You will be asked to read the following several agreements at the end of this process. You may want to take a moment to read them before starting enrollment.

At the completion of this enrollment process, you will be required to print, sign and mail your enrollment form(s) to our account center. Please make sure that you have access to a printer in order to complete this process.

If you prefer, you may also Download an application and program description.

Before you invest in the NextGen plan, please carefully read the NextGen College Investing Plan Program Description. The program description contains more complete information, including investment objectives, charges, expenses and risks of investing in the NextGen plan, which you should consider carefully. You should also consider whether your home state or your designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s 529 plan. Click here to obtain a free NextGen Enrollment kit, including the current Program Description. Merrill Lynch, Pierce, Fenner & Smith Incorporated is the program manager, underwriter and distributor of the NextGen plan.

Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer and a wholly owned subsidiary of Bank of America Corporation.

Investment products:

Are Not FDIC Insured Are Not Bank, State or Federal Guaranteed May Lose Value

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