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What you'll need

Opening a Merrill Edge self-directed Individual NextGen 529 Account is easy to do. We require some personal information for the Participant and the Beneficiary.

The Participant (account owner) is the person who owns and manages the account on behalf of the Beneficiary. We require the following information for the Participant:

  • Social Security number and date of birth
  • A valid mailing and email addresses
  • Employment information (including company name, address, and start date)
  • General financial information (such as annual income and household net worth)

The Beneficiary (student) is the person for whom the Participant is opening the account. The Beneficiary may be any age and can be your child, yourself or anyone else. The Beneficiary may be changed to a qualified family member at any time without penalty. We require the following information for the Beneficiary.

  • A valid mailing address and phone number
  • Social Security number and date of birth
  • General household financial information

You will be asked to select an investment from a range of Investment Portfolios for the account and will have the opportunity to make the initial investment electronically. You will also have the opportunity to elect a Successor Participant to assume ownership of this account in the event of the Participant's death.

If you have this information or are an existing client with a user ID and Password you can use to pre-fill your application, you're ready to continue.
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Merrill Edge self-directed investing is intended to be a fully-electronic, internet based brokerage service. This means that all notices, statements, disclosures and other information regarding this service and your account will be sent to you electronically via www.merrilledge.com or to your last designated email address.

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