Program Descriptions

Find current and historical program descriptions.

Current Program Descriptions

Archive Program Descriptions

Connect Program Description dated 11-04-24

Direct Program Description dated 11-08-24, & Supplement dated 11-08-24

Select Program Description dated 11-08-24, & Supplement dated 11-08-24

Direct Program Description dated 10-25-23, & Supplements dated October 1, 2024

Select Program Description dated 10-25-23, & Supplements dated October 1, 2024

Direct Program Description dated 10-17-22, & Supplements dated 02-23-23 and 09-19-2023

Select Program Description dated 10-17-22, & Supplements dated 02-23-23 and 09-19-2023

Direct Program Description dated 09-13-21, & Supplement dated 09-19-22

Select Program Description dated 09-13-21, & Supplement dated 09-19-22

Need something else? Contact us.

Connect Account questions? Contact the NextGen 529 call center at 1-833-33-NG529 (1-833-336-4529).

Direct Account questions? Please call Merrill Edge at 1-877-463-9843 with any additional questions.

Select Account Questions? If you work with a financial advisor to manage your NextGen 529 account, they can help you with any questions you have.

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