Opening an account

Opening an account is simple, and it can be done entirely online or, if you prefer, by filling out a paper Enrollment Form and mailing it to the Plan.

The eligible individual is the account owner, and the account owner owns the assets within their account.

If the eligible individual is a minor, a parent or guardian may open the account.

If the eligible individual has a legally authorized representative or entity that has financial responsibility for the individual, that representative or entity will need to complete an enrollment form for the eligible individual and send in evidence of their responsibility for the eligible individual. This representative is called the “Authorized Individual” for the account.

The Account Owner or Authorized Individual may also assign an Interested Party to the account. The Interested Party is not authorized to manage assets nor access the online account but may call into customer service to verify account balances and transactions.

The information needed to open an account includes the eligible individuals’ legal name, date of birth, social security number, citizenship, residential address, mailing address, driver’s license number, email, phone number, initial contribution method and amount, and investment options selections.Enrollment Form

If the eligible individual is a minor or requires an Authorized Individual to manage their account assets, the driver’s license number and email address provided will be the Authorized Individual’s instead of the eligible individual’s.