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Program Offering Materials Archive

Find recent and historical program offerings materials.

Most Recent Program Descriptions

Dated September 13, 2021:

 

Download DIRECT Series Program Description

Download SELECT Series Program Description

 

Need something else? Contact us.

If you have a Direct Series account, contact Merrill Edge at 1-877-463-9843 with any additional questions.

If you have a Select Series account, your financial advisor can help with any additional questions.

If you are a Select Series account owner who receives account statements from Sumday (managed by a non-Merrill advisor), contact the NextGen 529 call center at 1-833-33-NG529 (1-833-336-4529).

If you are a Select Series owner who receives account statements from Merrill, contact your Merrill advisor.

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