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2 forms found in the DOM

POST /ChildPlan/Print

<form action="/ChildPlan/Print" method="post" target="_blank">
  <input type="hidden" name="PlansJson" value="">
</form>

#

<form id="child-plan-form" action="#">
  <div class="plan-step">
    <div class="custom-check">
      <div class="form-check">
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        </svg>
        <input class="form-check-input" type="checkbox" name="step1Completed" disabled="" value="">
      </div>
    </div>
    <div class="form-group">
      <label>1. We’re Saving For:</label>
      <select class="form-control" name="step1Field1" disabled="">
        <option></option>
        <option value="Four-year College">Four-year College</option>
        <option value="Two-year Community College">Two-year Community College</option>
        <option value="Trade or Technical School">Trade or Technical School</option>
        <option value="Certificate Program">Certificate Program</option>
        <option value="Apprenticeship">Apprenticeship</option>
        <option value="Graduate School">Graduate School</option>
        <option value="Professional School">Professional School</option>
      </select>
    </div>
  </div>
  <div class="plan-step">
    <div class="custom-check">
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        </svg>
        <input class="form-check-input" type="checkbox" name="step2Completed" disabled="" value="">
      </div>
    </div>
    <div class="form-group">
      <label>2. We Plan To Cover:</label>
      <div class="row">
        <div class="col-4">
          <input type="text" id="percentageInput" class="form-control" placeholder="%" name="step2Field1" disabled="">
        </div>
        <div class="col-8 pl-0">
          <div class="checkbox-selection">
            <div class="custom-check">
              <div class="form-check">
                <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" class="circle-check sm">
                  <circle cx="12" cy="12" r="10"></circle>
                  <path d="M4.1 12.7L9 17.6 20.3 6.3"></path>
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                <input class="form-check-input" type="checkbox" id="checkboxd0c5b2ce-e218-4fb4-b25d-56aeec3c1361" name="step2Field2-0" disabled="" value="">
                <label class="form-check-label" for="checkboxd0c5b2ce-e218-4fb4-b25d-56aeec3c1361"> Tuition, Books &amp; Fees </label>
              </div>
              <div class="form-check">
                <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" class="circle-check sm">
                  <circle cx="12" cy="12" r="10"></circle>
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                <input class="form-check-input" type="checkbox" id="checkboxc37c9c11-65af-4f6a-a590-add8f9043ba5" name="step2Field2-1" disabled="" value="">
                <label class="form-check-label" for="checkboxc37c9c11-65af-4f6a-a590-add8f9043ba5"> Room &amp; Board </label>
              </div>
            </div>
          </div>
        </div>
      </div>
    </div>
  </div>
  <div class="plan-step">
    <div class="custom-check">
      <div class="form-check">
        <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" class="circle-check">
          <circle cx="12" cy="12" r="10"></circle>
          <path d="M4.1 12.7L9 17.6 20.3 6.3"></path>
        </svg>
        <input class="form-check-input" type="checkbox" name="step3Completed" disabled="" value="">
      </div>
    </div>
    <div class="form-group">
      <label>3. We Plan To Save:</label>
      <div class="row">
        <div class="col-7">
          <input type="text" id="currencyInput" class="form-control" placeholder="$" name="step3Field1" disabled="">
        </div>
        <div class="col-5 pl-0">
          <div class="checkbox-selection">
            <div class="custom-check single">
              <div class="form-check">
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                <label class="form-check-label" for="checkbox7a3104a7-7b68-4e69-850a-8d681de51cf1"> Monthly </label>
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              <div class="form-check">
                <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" class="circle-check sm">
                  <circle cx="12" cy="12" r="10"></circle>
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                <input class="form-check-input" type="checkbox" id="checkbox2c5fc603-b611-4e7f-9c34-d59c1834f804" name="step3Field2-1" disabled="" value="">
                <label class="form-check-label" for="checkbox2c5fc603-b611-4e7f-9c34-d59c1834f804"> Yearly </label>
              </div>
            </div>
          </div>
        </div>
      </div>
    </div>
  </div>
  <div class="plan-step">
    <div class="custom-check">
      <div class="form-check">
        <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" class="circle-check">
          <circle cx="12" cy="12" r="10"></circle>
          <path d="M4.1 12.7L9 17.6 20.3 6.3"></path>
        </svg>
        <input class="form-check-input" type="checkbox" name="step4Completed" disabled="" value="">
      </div>
    </div>
    <div class="form-group">
      <label>4. Our Risk/Reward Will Be:</label>
      <select class="form-control" name="step4Field1" disabled="">
        <option></option>
        <option>Maximum Safety</option>
        <option>Conservative</option>
        <option>Moderate</option>
        <option>Aggressive</option>
      </select>
      <input type="hidden" name="step4Field1Description" value="">
    </div>
  </div>
  <div class="plan-step">
    <div class="custom-check">
      <div class="form-check">
        <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" class="circle-check">
          <circle cx="12" cy="12" r="10"></circle>
          <path d="M4.1 12.7L9 17.6 20.3 6.3"></path>
        </svg>
        <input class="form-check-input" type="checkbox" name="step5Completed" disabled="" value="">
      </div>
    </div>
    <div class="form-group">
      <label>5. Our Investment Choice(s):</label>
      <div class="input-row">
        <label>Fund 1</label>
        <div class="input-group removable">
          <input type="text" class="form-control" name="step5Field1-1" disabled="">
          <div class="input-group-append">
            <button class="btn" type="button" tabindex="-1" disabled="" value=""></button>
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        </div>
      </div>
    </div>
  </div>
</form>

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Ohio Tuition Trust Authority


COLLEGE ADVANTAGE - OHIO'S 529 SAVINGS PROGRAM

 * Tools
 * Offering Statement
 * Forms
 * Fees, Performance & Price History
 * 529 Explorer

 * 529s in 29 Seconds
 * 529 Gift Central
 * Request a CollegeAdvantage Kit
 * Account Login

 * Learn
 * Plan
 * Start
 * Manage
 * Open An Account
 * Account Login
 * 

Search Textbox

 * 
 * Learn
    * More savings equals less debt equals more options in life.
    * Comparing bank accounts with 529 Plans - plus all the other ways to save.
    * Get the facts about Ohio’s 529 Plan starting with where you can use it.
    * How grandparents and other family members can help save for college.
    * When families typically start and add to their college savings.

 * Plan
    * What kind of school are you thinking?
    * What do you want your savings to cover?
    * How much are you going to save?
    * What kind of risk/reward do you want?
    * Choose your 529 Plan investment(s).

 * Start
    * Open an account
    * Add to my existing account
    * Add to someone else's existing account
    * Open my saved or pre-filled account application

 * Manage
    * Busy life? Set up your account to build itself.
    * Have U shared your Ugift code with family and friends?
    * Here’s a to-do list for account owners.
    * Want to see your other investment options?
    * Here’s what you should think about at each key stage.
    * Resources for guaranteed plan participants.

 * 529s in 29 Seconds
 * 529 Explorer
 * 529 Gift Central
 * Request A CollegeAdvantage Kit
 * About Us

 * Contact Us
 * Privacy Notice
 * Legal


START, ADD OR GIVE A GIFT

 * Home
 * Start




READY TO SAVE?

We'll get you to the right place in just a few clicks.


I WANT TO: (SELECT ONE)


OPEN AN ACCOUNT

Anyone can open an account for a student, even if that student hasn’t been born
yet. If you’re choosing to be the account owner and you’re not a parent or
saving for yourself, our Learn section can help you get up to speed on the
potential future effects on financial aid.

This is for: (Select one)
My Child
My Grandchild
Myself
Someone else
Have you made an investment selection yet?
Yes, I have an investment selection. Review your personal plan Your Personal
Plan doesn’t appear to be available right now. You can either start a new one or
refer to a downloaded Personal Plan.
I'd like to select an investment now. Go to Plan section
I want to start the application and will choose an investment later.
Show me what other information I'll need to open the account START APPLICATION


ADD TO MY EXISTING ACCOUNT

Requires login to your account.


ADD TO SOMEONE ELSE'S EXISTING ACCOUNT

I have a Ugift code from the account owner

Take me to to Ugift529.com

I'd like to add money online using Ugift but don't have a code

Ugift is the simple, online way for grandparents, family members, and friends to
help build an education fund. Ask the account owner for their unique Ugift code,
which they can find by logging in to their CollegeAdvantage Direct Plan account.
Once you have the code, click on “I have a Ugift code” above or go to
Ugift529.com, enter the code, and follow the instructions.

I'll send a check

Ask the account owner for their 11-digit account number. Include that in the
memo line of your check payable to the Ohio Tuition Trust Authority and mail to:
CollegeAdvantage Direct 529 Savings Plan P.O. Box 219305 Kansas City, MO
64121-9305

I need more info

Take me to 529 Gift Central


OPEN MY SAVED OR PRE-FILLED ACCOUNT APPLICATION

Requires access code.

Read the Offering Statement and Participation Agreement before opening an
account, as it contains important information you need to know before investing
in the CollegeAdvantage Direct 529 Savings Plan.
close Have specific 529 questions?


INFO HUB

 * 529s in 29 Seconds Video Center
 * 529 Gift Central
 * Most Popular Investment Choices
 * Calculate How Much To Save

Edit

Add A Plan Printable Version

Add Plan For Cancel
Save
1. We’re Saving For: Four-year College Two-year Community College Trade or
Technical School Certificate Program Apprenticeship Graduate School Professional
School
2. We Plan To Cover:
Tuition, Books & Fees
Room & Board
3. We Plan To Save:
Monthly
Yearly
4. Our Risk/Reward Will Be: Maximum Safety Conservative Moderate Aggressive
5. Our Investment Choice(s):
Fund 1


All done planning?

Want To Print? Start
Explore all the topics


HAPPY HOLIDAYS FROM OHIO’S 529 PLAN!


2023 OHIO 529 CONTRIBUTION DEADLINE IS DEC. 29


TUNE IN FOR THE ANDYMAN-A-THON DEC. 15-17

Information for:

 * Employers
 * Financial Advisors
 * Non-Profit Organizations

Quick links to:

 * Open a Direct 529 Account
 * 529 Explorer
 * Forms
 * Guaranteed Plan Resources
 * Blackrock CollegeAdvantage
 * Calculators & Tools
 * Fees and Expenses
 * General FAQs
 * College Planning Resources
 * UGift529.com
 * Upromise

Ohio Tuition Trust Authority

 * About Us
 * Contact Us
 * Privacy Notice
 * Accessibility Policy
 * Disability Inclusion Access
 * Legal Disclosures
 * Sitemap

 * CollegeAdvantage On Facebook
 * CollegeAdvantage On Twitter
 * CollegeAdvantage On LinkedIn
 * CollegeAdvantage On YouTube

 

 

Before investing, read the Disclosures and the 
Direct Plan Offering Statement

 

© Ohio Tuition Trust Authority.
All rights reserved.

 

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×

Personal info needed for the application
Download Pdf
×
You:
 * Preferred phone number
 * Address
 * Date of birth
 * Social Security number*
 * Driver's license number or state ID and exp date
 * Mother's maiden name

The beneficiary and/or the successor:
 * Phone number
 * Address
 * Date of birth
 * Social Security number*

Bank account for electronic transfers to/from your 529 Plan:
 * Account number
 * Routing number and/or blank check

*IMPORTANT INFORMATION ABOUT OPENING A NEW ACCOUNT. We are required by federal
law to obtain from each person who opens an account certain personal information
— including name, street address, date of birth, and Social Security
number/Taxpayer Identification Number among other information — that will be
used to verify your identity. If you do not provide us with this information, we
will not be able to open your account. If we are unable to verify your identity,
we reserve the right to close your account or take other steps we deem
reasonable.


COLLEGE SAVINGS PLANNER

×

close


INFO HUB

 * 529s in 29 Seconds Video Center
 * 529 Gift Central
 * Most Popular Investment Choices
 * Calculate How Much To Save


Plan 1
close