Annual Report - NextGen

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You are leaving NextGenforME.com and going to the Sumday online investor portal-Active Investor.

By proceeding, you will be leaving NextGenforME.com and heading to the Sumday online portal-Active Investor. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on the Sumday online portal-Active Investor.
USRRMH0921U/S-1825985-2/6

Just a heads up!

You are leaving NextGenforME.com and going to the Sumday online investor portal-Active Investor.

Sumday »

By proceeding, you will be leaving NextGenforME.com and heading to the Sumday online portal-Active Investor. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on the Sumday online portal-Active Investor.
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You are leaving NextGenforME.com and going to Merrill Edge.

Merrill Edge »

By proceeding, you will be leaving NextGenforME.com and heading to merrilledge.com. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on merrilledge.com.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly-owned subsidiary of BofA Corp.
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You are leaving NextGenforME.com and going to AdvisorCentral.

AdvisorCentral »

By proceeding, you will be leaving NextGenforME.com and heading to advisorcentral.com. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on advisorcentral.com.

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You are leaving NextGenforME.com and going to Merrill Edge

Please proceed to Merrill Edge>>

By proceeding, you will be leaving NextGenforME.com and heading to merrilledge.com. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on merrilledge.com.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly-owned subsidiary of BofA Corp.
USRRMH0921U/S-1825985-1/6

Just a heads up!

You are leaving NextGenforME.com and going to Merrill Edge.

Merrill Edge »

By proceeding, you will be leaving NextGenforME.com and heading to merrilledge.com. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on merrilledge.com.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly-owned subsidiary of BofA Corp.
USRRMH0921U/S-1825985-1/6

Just a heads up!

You are leaving NextGenforME.com and going to Merrill Edge.

Merrill Edge »

By proceeding, you will be leaving NextGenforME.com and heading to merrilledge.com. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on merrilledge.com.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly-owned subsidiary of BofA Corp.
USRRMH0921U/S-1825985-1/6

Just a heads up!

You are leaving NextGenforME.com and going to Merrill Edge.

Merrill Edge »

By proceeding, you will be leaving NextGenforME.com and heading to merrilledge.com. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on merrilledge.com.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly-owned subsidiary of BofA Corp.
USRRMH0921U/S-1825985-1/6

By proceeding, you will be leaving NextGenforME.com and heading to a third-party site. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on the third-party site.

Please proceed to myalfondgrant.org>>

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You are leaving NextGenforME.com and going to the Gift of College site.

Gift of College Inc. and its website, giftofcollege.com, are not associated with FAME or NextGen 529 or Sumday or BlackRock or Merrill. FAME, NextGen 529, Sumday, BlackRock, and Merrill each expressly disclaim any responsibility for or liability associated with Gift of College Inc.’s products and services, including but not limited to, any transaction effected through giftofcollege.com. The service is mentioned for your information only. Users should carefully review the Gift of College Terms of Use, Privacy Policy, contribution methods, and fees before using giftofcollege.com, and users assume all risks of site registration and membership, and making purchases and contributions on giftofcollege.com, as applicable. If a contribution is effected through giftofcollege.com, proper credit or investment to a NextGen 529 account cannot be guaranteed or confirmed by FAME, Sumday, BlackRock or Merrill.

Gift of College

By proceeding, you will be leaving NextGenforME.com and heading to giftofcollege.com. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on giftofcollege.com. USRRMH0921U/S-1825985-4/6

Just a heads up!

You are leaving NextGenforME.com and going to the Sumday online investor portal-Active Investor.

Sumday »

By proceeding, you will be leaving NextGenforME.com and heading to the Sumday online portal-Active Investor. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on the Sumday online portal-Active Investor.USRRMH0921U/S-1825985-2/6

Just a heads up!

You are leaving NextGenforME.com and going to Merrill Edge.

Merrill Edge »

By proceeding, you will be leaving NextGenforME.com and heading to a third-party site. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on the third-party site.USRRMH0921U/S-1825985-1/6

Just a heads up!

You are leaving NextGenforME.com and going to FINRA’s BrokerCheck. You can find out:

If a broker or brokerage firm is registered
What has been disclosed to regulators
About a broker’s past experience
What a broker or brokerage firm is qualified to do

FINRA’s BrokerCheck >>

By proceeding, you will be leaving NextGenforME.com and heading to brokercheck.finra.org. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on brokercheck.finra.org

Direct Series account owners

Direct Series account owners opened their accounts with Merrill directly and are self-directed investors who manage their accounts themselves. Direct Series account owners receive account statements from Merrill and manage their account online at Merrill Edge.

Select Series account owners

Select Series account owners opened and manage their accounts with a financial advisor. Some Select Series account owners will receive account statements from Sumday and manage their accounts online using Sumday’s online portal. Select Series account owners with a Merrill financial advisor receive account statements from Merrill and manage their accounts online at MyMerrill.com.

Learn more about NextGen 529’s program management.

Just a heads up!

You are leaving NextGenforME.com and going to the Sumday Forms web site.

Sumday Forms

By proceeding, you will be leaving NextGenforME.com and heading to forms.sumday.com/nextgen. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on forms.sumday.com/nextgen.

By proceeding, you will be leaving NextGenforME.com.

Please proceed to SIPC.org>>

By proceeding with online enrollment, you will be leaving NextGenforME.com and enrolling in the Client Direct Series through the Merrill Edge^® website.

Please proceed to Merrill Edge for online enrollment>>

Merrill Edge® is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing. MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation. MLPF&S serves as the program manager, underwriter and a distributor of the NextGen plan. Merrill Edge and Merrill Edge Advisory Center are trademarks of Bank of America Corporation.

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By proceeding, you will be leaving NextGenforME.com and heading to a third-party site. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on the third-party site.

By proceeding, you will be leaving NextGenforME.com.

You can manage your NextGen 529 account online. Log in to view account statements, request investment changes and distributions and process automated funding contributions.

Haven’t set up online account management?Use the link below to start. You will need the account number and Social Security Number of the student (beneficiary).

Direct Series Account Owners: please proceed to Merrill Edge »

Select Series Account Owners: please proceed to Merrill »

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Merrill Edge® is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing. MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation. MLPF&S serves as the program manager, underwriter and a distributor of the NextGen plan. Merrill Edge and Merrill Edge Advisory Center are trademarks of Bank of America Corporation.

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By proceeding, you will be leaving NextGenforME.com.

Please proceed to find a Merrill Edge® Financial Solutions Advisor™

MAP2873693

You can manage your NextGen 529 account online.

Log in to view account statements, request investment changes and distributions and process automated funding contributions.

Haven’t set up online account management?Use the link below to start. You will need the account number and Social Security Number of the student (beneficiary).

By proceeding, you will be leaving NextGenforME.com.

Please proceed to mymerrill.com>>

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By proceeding, you will be leaving NextGenforME.com and heading to a third-party site. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on the third-party site.

Please proceed to Merrill Lynch >>