Contribute Today!
Make contributions when you can, in whatever amount you are able. After you make your first contribution of $25, there is no minimum contribution amount.
Contributions can be at an amount that works for you- every bit counts.
Are you a Maine resident? Add to your NextGen 529 account – you may be able to take advantage of grants for Maine Residents.
If you have a Select Series account, your financial advisor can also help you make contributions. Select Series account owners who receive their statements from Sumday can also find forms on Sumday’s NextGen 529 forms web page. Select Series account owners who receive account statements from Merrill can obtain forms from their nancial advisor and use the MyMerrill® online platform and mobile app.
Am I a Direct Series or Select Series Account Owner? 
Contribute today! Use one of these five ways:
For Direct Account Owners:
It’s easy to make a contribution to your account with Mobile Check Deposit!
Snap a picture with Mobile Check Deposit
- Download the Merrill Edge® or MyMerrill mobile app from the App Store® or the Google Play™ store*
- Log in to your account
- Tap the “Check Deposit” icon on the app, snap a picture of the front and back of the check on your smartphone and select your 529 account
For Direct Series OR Select Series Account Owners:
Contribute
Online.
Log into your NextGen 529 account and make a one-time contribution or schedule recurring contributions from your checking or savings account.
Direct Series Account Owners
Log in and Contribute
Select Series Account Owners (who receive their statements from Sumday)
Log in and Contribute
Make it
Easy!
Set up automatic contributions from your payroll or bank account.
Direct Series Account Owners
Download Automated Funding Service Form
Download Payroll Deduction Form
Select Series Account Owners (who receive their statements from Sumday)
Download Automated Funding Service Form
Download Payroll Deduction Form
+
Mail your
contribution.
Direct Series Account Owners
Download a contribution coupon and mail a check
Select Series Account Owners (who receive their statements from Sumday)
Download a contribution coupon and mail a check
Give a gift
Transfer or rollover funds from another account.
You can roll over existing funds from another state’s 529 plan, a Coverdell Education Savings account, Custodial accounts, or U.S. Savings Bonds into your NextGen 529 account. Read more about rollovers on the Direct Series Program Description or the Select Series Program Description.
Download Incoming Rollover Form
Download Incoming Rollover Form
*Data connection required. Wireless carrier fees may apply. Mobile app not available on all devices.
*App Store is a trademark of Apple Inc.
*Google Play and the Google Play logo are trademarks of Google LLC.
*The Merrill Edge mobile app is available to NextGen 529 Direct Series accountholders.
*The MyMerrill mobile app is available to NextGen 529 Select Series accountholders who work with a Merrill advisor.
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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