Program Descriptions

Find current and historical program descriptions.

Current Program Description

Dated October 25, 2023, supplemented October 1, 2024:

Download DIRECT Series Program Description
Download SELECT Series Program Description

Archive Program Descriptions

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 09-13-22, & Supplement dated 09-19-22

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

Need something else? Contact us.

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

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

USRRMH0724U/S-3677100