Open an NC 529 Account

NC 529 Enrollment
You'll Need a CFNC Profile First, then Set Up your NC 529 Account

The NC 529 Plan is just one of CFNC's services to help you plan, apply, and pay for college! Your CFNC user profile (if you have one) will link to your NC 529 Plan Account.

If you don't have a CFNC user profile yet, we'll help you set one up! See below for more instructions.



Don't have a CFNC user profile? Start here.

  

Your CFNC user name and password will be your log in for future access to your NC 529 Account, keeping your information safe and secure. Much of the information you enter while creating a CFNC profile will fill in your NC 529 Account enrollment form.

Tips:
  • Use YOUR name (not your child's, grandchild's, or other person's for whom you plan to save) when you set up the CFNC profile.
  • The information you enter will display as the "Participant" (Account owner) for the NC 529 Account.
  • Later, you can enter the person for whom you're savings for college as the "Beneficiary".


Have a CFNC user profile but not logged in?

Click the button to log in. Once logged in you may enroll in the NC 529 Plan.

  

Be sure you have this information to complete your online NC 529 enrollment form:
  • Participant Information: Your Social Security Number (SSN) or Taxpayer Identification Number (TIN), birth date, address and e-mail address.
  • Beneficiary Information: Name and birth date of the future student for whom you are saving. (If SSN or TIN not yet available, provide other information requested for Beneficiary and send identification number later.)
  • Financial Institution Routing Information: If you plan to contribute to your Account via automatic draft, check with that institution to make sure your institutional account allows drafts. If it does, make sure you have the correct account number and accurate routing number for the financial institution.
  • Program Description: (available in paper or online)


When you have the information ready, click below to start!



Prefer to set up your NC 529 Account on paper, then mail, fax or email to the Program?

   Enrollment and Participation Agreement

Setting up an account for a scholarship, trust, or other entity?

Accounts for a Trust, Scholarship Account or Account that involves a business entity, state or local government agency, 501(c)(3) organization or has certain legal requirements require paper enrollment. Download an
   Enrollment and Participation Agreement for Entities