Blueprint 360, LLC - 529 College Savings Account

Account Owner

The person whose name is listed on the account controls the investments and selects the beneficiary. The account owner and beneficiary may be the same person.
Name *

First NameMiddle NameLast NameSuffix
Phone Number*
Email*
example@example.com
Date of Birth*

MonthDayYear
Date
Social Security Number*
Home Address*

Street Address

Street Address Line 2

CityState

Zip Code
Do you want to provide a mailing address?*

YesNo
Mailing Address*

Street Address

Street Address Line 2

CityState

Zip Code

Beneficiary Information

The person for whom a 529 account is being opened and whose qualified higher education expenses, including K-12 tuition expenses, will be paid from the account.
Name*

First NameMiddle NameLast NameSuffix
Date of Birth*

MonthDayYear
Social Security Number*
Relationship to Account Owner*
Use Account Owner's Addresses?*

YesNo
Home Address*

Street Address

Street Address Line 2

CityState

Zip Code
Do you want to provide a mailing address?*

YesNo
Mailing Address*

Street Address

Street Address Line 2

CityState

Zip Code
Successor Owner

The person who can immediately step in and manage the 529 account should something happen to the owner. It is highly recommend that you name a Successor Owner to protect minor children.
Would you like to name a Successor Owner?*

YesNo
Name*

First NameMiddle NameLast NameSuffix
Date of Birth*

MonthDayYear
Social Security Number*

Account Funding

Completing this section enables Blueprint 360, LLC to request contributions and/or set up periodic deposits into your account on your behalf without additional signatures.
How would you like to fund your account? (select all that apply)*

One-Time Bank DraftMonthly Bank DraftMail In Check
One-Time Funding Instructions
Contribution Amount*
Contribution Date*

MonthDayYear
Monthly Funding Instructions
Funding Frequency (Select One)*

MonthlyTwice Per Month
Contribution Amount*
Recurring Funding Start Date*

MonthDayYear
Second Contribution Amount*
Second Funding Start Date*

MonthDayYear
Date
Bank Account Information

The linked account must be a checking or savings account at a bank or credit union located in the United States. You must own the linked account and your name must be in the account title. my529 will verify the information you provide with the appropriate financial institution.
Institution Name*
Type of Account*
Account Number*
ABA Transit or Routing Number*
Upload Bank Statement or copy of a Voided Check

Please upload a copy of a voided check to verify your account information. If you do not have a voided check, an account statement showing your name, addresses, and account number will suffice.
Cancelof
Mail In Check Instructions
Our mailing address for your check delivery is:

Blueprint 360, LLC
4306 Yoakum Blvd, Suite 455
Houston, TX 77006

Please make your check payable to my529.

Final Thoughts
Is there anything else that we should know when preparing your account opening forms?
Should be Empty:

529 College Savings Account