Program Offering Materials Archive
Find recent and historical program offerings materials.
Most Recent Program Descriptions
Dated February 28, 2022:
Download DIRECT Series Program Description
Download SELECT Series Program Description
Previous Program Descriptions
Dated September 13, 2021:
Direct Program Description, 09-13-21
Select Program Description, 09-13-21
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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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