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KY Saves 529 Plan Logo

Go paperless and save time by completing tasks for all the phases of your savings journey online.

  • Open a new account
  • Rollover an existing 529 or Coverdell account
Enroll online
  • Make withdrawals
  • Contribute to savings by bank or paycheck
Access account

Some transactions require a signature.

Forms Description
Enrollment Form Use this Enrollment Form to open an account.
Authorized Agent Grant another person limited authority to act on your account.
Organization Resolution Grant the officers or other persons authorization to conduct transactions on your account behalf of an organization
Agent Certification Grant an agent authority to act.
Registered Investment Advisor Designate or change a Registered Investment Advisor (RIA)
Trusted Contact Designate the person who is authorized to receive account information
Rollover to Roth Use this form to initiate a direct rollover of assets from your KY Saves 529 Account to an existing Roth IRA account.

Prefer paper forms for all transactions? View all available forms

Additonal Plan Information
KY Saves 529 Plan Brochure    

 

Need help?

Email us at clientservice@kysaves.com
Call us at 1-855-840-4855, Monday - Friday from 8 a.m. - 8 p.m. ET.

 

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KY Saves 529 is administered by the Kentucky Higher Education Assistance Authority (KHEAA)

For more information about the Kentucky Educational Savings Plan Trust (KY Saves 529), call 855-840-4855 or visit www.kysaves.com to obtain a Program Description, which includes investment objectives, risks, charges, expenses, and other important information. Read and consider it carefully before investing.

Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You also may wish to contact directly your home state’s 529 college savings plan(s), or any other 529 plan, to learn more about those plans’ features, benefits, and limitations. You should also consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

KY Saves 529 is administered by the Kentucky Higher Education Assistance Authority. Ascensus College Savings Recordkeeping Services, LLC, is the Program Manager. The Program Manager and its affiliates have overall responsibility for the program’s day-to-day operations, including investment advisory services, recordkeeping, and administrative services.

Investment returns will vary depending upon the performance of the Investment Options you choose. Depending on market conditions, you could lose all or a portion of your money by investing in KY Saves 529. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.

Ugift is a registered service mark.

INVESTMENTS ARE NOT FDIC INSURED, MAY LOSE VALUE AND ARE NOT BANK GUARANTEED.

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