Enrollment Checklist

Here is what you need to open an Account:

Account Owner

Gather some important information

  • Account Owner's address contact information, Social Security or Taxpayer Identification Number, and date of birth.
  • Beneficiary's address contact information, Social Security or Taxpayer Identification Number, and date of birth.
  • Successor Owner's address contact information, Social Security or Taxpayer Identification Number, and date of birth, if desired.
  • Banking information (account number and routing number) to make the initial contribution and to set up future recurring contributions, if desired.

Successor Account Owner (Optional)

You may assign one successor Account Owner in case of incapacity or death.

  • Full Name
  • Date of Birth
  • Social Security Number
  • Gender
  • Address
  • Phone Number

Initial Investment

The minimum amount to open a Jumpstart Savings Account is $5.

Review the Savings Disclosure and Participation Agreement.