Set Up Your NC 529 Account
Individual NC 529 Accounts can be set up online or by mailing in a paper enrollment form.
Accounts for a Trust, Scholarship Account or an 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 .
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.
Since your CFNC profile information populates your NC 529 enrollment form, use your name
(not your child's, grandchild's, or other person's for whom you plan to save) when you
set up a CNFC account.
That way, you'll show as the "Participant" (Account owner) on the NC 529 Account
and you can enter the person for whom you're saving for college as your "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.
When you're logged into CFNC, you're just two steps away from opening a NC 529 Account.
Have this information in hand to help you complete your online NC 529 enrollment form:
Program Description (available
in paper or
Participant Information: Your Social Security
Number (SSN) or Taxpayer Identification Number (TIN), birth date,
address and e-mail address.
Beneficiary Information: SSN or TIN, birth date
and expected year of college enrollment. (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.