Online Banking Forms

Please select the form that corresponds to your 529 program.

 

 

Arizona Family College Savings Program - Bank Plan

 

 

  • Make a Deposit - Important Note: After entering your information and selecting 'Continue' to review, please only click the 'Submit' button once. Clicking the 'Submit' button multiple times will result in multiple deposits.
  • Change your Address

 

 

CollegeChoice CD 529 Savings Plan

 

 

  • Make a Deposit - Important Note: After entering your information and selecting 'Continue' to review, please only click the 'Submit' button once. Clicking the 'Submit' button multiple times will result in multiple deposits.
  • Change your Address

 

 

Montana Family Education Savings Program - Bank Plan

 

 

 




Will I stop receiving paper statements in the mail?

Yes. College Savings Bank, a Division of NexBank makes it possible for you to stop receiving paper statements in the mail, so that you can avoid messy filing, help us cut costs to reduce waste, and conserve our natural resources. You'll get all the same information that you get today in your paper statements. Promotional materials will not be included. In most cases, your paperless settings will take effect after your next document cycle.

 

 

We will send you an email notification that your statement is available for viewing online. You can resume delivery of your paper statements at a later date, if you desire, by contacting customer service for assistance at 1.800.888.2723 Mon-Fri 9a.m to 6 p.m. EST or email us at info@collegesavings.com. There are currently no fees to revert to receiving paper copies of available communications. We reserve the right in our sole discretion to charge a fee which we will provide notice 30 days prior to the change.

Here’s a list of documents that are available for online viewing and paperless delivery with how long each will be available for paperless delivery. Please note: not all documents are available online.
 

 

Document  Paperless Eligible and available Online?

Account Statements Yes

Certificate Confirmation Yes ( included in transaction details)

Tax statements                    Yes (1099 Q and 1099 INT)

Privacy Notices            Yes

Change in Terms notices Yes