• Sign up for e-Delivery
• Give a gift
• Print our enrollment brochure
• Learn how to transfer funds from another 529 college savings plan
• Aprenda sobre el plan 529 en español

Enrollment Materials

The minimum initial contribution is $25 per Investment Option you choose. The minimum subsequent contribution to an account is $25 per Investment Option. However, if your employer allows payroll deduction, the minimum subsequent contribution to an account may be as low as $15 per Investment Option per pay period.

A Variety of Ways to Contribute  |  Two Easy Ways to Enroll

A Variety of Ways to Contribute

• Mail a check
• Set up an automatic contribution plan
• Start payroll deduction if your employer allows
• Electronic funds transfer (including electronic purchase option) – requires online access
• Rollover from another 529 college savings plan*
• Rollover from another college savings investment*

* Before doing a transfer or rollover from another account, be sure to consider the differences in features and costs, and possible tax consequences.

Two Easy Ways to Enroll

1. Enroll online
2. Enroll by mail

Online
To open an Account and begin making contributions:

1. Read the Plan enrollment brochure and Disclosure Booklet (PDF).
2. Click on Open An Account
3. Establish a username and password
4. Complete the prompted questions
5. A confirmation will be generated for printing by the end of the enrollment process.
6. A separate confirmation will be mailed to your address of record.

By Mail

1. Read the Plan enrollment brochure and Disclosure Booklet (PDF).
2. Select the Investment Options or mix of portfolios that is right for you.
3. Complete and sign the Account application (individual, custodial, entity)
4. Enclose a check, made payable to the Connecticut Higher Education Trust (CHET) if you are making your contribution by check. (Follow instructions on the account application if using payroll deduction, automatic contribution plan (ACP) or electronic fund transfer (EFT) for your initial contribution.)
   Contributions are only permitted by personal checks, bank drafts, teller's checks and checks issued by a financial institution or brokerage account payable to the account owner and endorsed over to the Plan by the account owner, and third-party personal checks up to $10,000 endorsed over to the Plan by the account owner.

Mail all completed documentation to:

PDF files require the free Adobe Acrobat Reader. Get it here.