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There are just five easy steps to enrolling in a NEST Direct Plan account. Start NOW!

1

Read the Program Disclosure Statement

 

2

Choose the best Investment Option for you

 

3

Gather information about you and your beneficiary

  1. Residential street address
  2. Social security or taxpayer I.D. numbers
  3. Birth dates
  4. Your bank account number (to pre-schedule contributions from your checking or savings account)
4

Enroll online
Enroll online or download an Enrollment Form and complete, sign, date and mail with a check to the address on the Form.

Enroll online

 

5

Review your New Account Confirmation Letter, which will be available within two weeks of enrolling

 

Congratulations! You've made an important decision to start saving for a higher education. We're excited to be part of your journey and look forward to supporting you as you pursue your college savings dreams.

 

 

DISCLOSURES

Investors should consider before investing whether their or their beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program and should consult their tax advisor, attorney and/or other advisor regarding their specific legal, investment or tax situation.

1 Must meet conditional requirements; see Program Disclosure Statement for more information.

2 An eligible school includes accredited post-secondary educational institutions or vocational schools that are eligible to participate in Title IV of the Higher Education Act of 1985 (20 U.S.C. §1088).

The NEST Direct Plan is sponsored by the State of Nebraska and administered by the Nebraska State Treasurer. The NEST Direct Plan offers a series of investment portfolios within the Nebraska Educational Savings Plan Trust, which offers other investment portfolios not affiliated with the NEST Direct Plan. The NEST Direct Plan is intended to operate as a qualified tuition program to be used only to save for qualified higher education expenses, pursuant to Section 529 of the U.S. Internal Revenue Code.

An investor should consider the Plan’s investment objectives, risks, charges and expenses before investing. The Program Disclosure Statement, at www.NEST529Direct.com, which contains more information, should be read carefully before investing.

Investments Are Not FDIC Insured*
No Bank, State or Federal Guarantee
May Lose Value
* Except the Bank Savings Individual Investment Option