How to Register for $eedMA
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To register for the $eedMA 529 college savings plan, you will need information for both the parent account holder and student beneficiary. This includes names, social security numbers, dates of birth, addresses, and contact information. The registration process involves creating an account on the SeedMA website and then being redirected to Fidelity's website to open a U.Fund 529 account. Once registered, account holders can begin contributing savings and receiving statements, emails about college planning, and take advantage of the $eedMA financial literacy resources.
How to Register for $eedMA
- 1. MASSACHUSETTS EDUCATIONAL FINANCING AUTHORITY HOW TO REGISTER FOR $EEDMA
- 2. What Do I Need? •What info will I need to register for $eedMA and open a 529 account? – For Parent/Account Holder: • Name • Social Security Number • Date of Birth • Legal Address • Phone Number • Email Address • Employment Info (if employed) – For Beneficiary (Student) • Name • Social Security Number • Date of Birth • Legal Address 2
- 3. Get Started 3 • Go to SeedMA.org • Click the blue SIGN UP ONLINE box
- 4. Fill In Personal Information 4
- 5. Thank You Page 5 • Click the blue Continue box to be directed to fidelity.com/ufund to open a U.Fund 529 account
- 6. Open a U.Fund Account 6 • Click the orange Open an Account box on fidelity.com/ufund
- 7. Choose a 529 Account Type 7
- 8. Are You Already a Fidelity Customer? 8
- 9. Enter Name and Email Address 9
- 12. Enter Employment Information (if applicable) 12
- 13. Enter Beneficiary and Successor Participant 13
- 14. Select Your Email Preferences 14
- 15. Select Your Investment Strategy 15
- 16. View the Comparison of Investment Approaches 16
- 17. Select an Age-Based Strategy Option (if applicable) 17
- 21. Confirmation 21
- 22. What Happens Next? •You will receive a confirmation about the account, begin to receive account statements, and can set up a username and password to view your account online •You will receive college planning emails from MEFA and other financial literacy through the $eedMA program •You can SAVE SAVE SAVE for college! 22
- 23. Questions $eedMA info@seedma.org SeedMA.org (800) 449-6332 or Fidelity Investments (for U.Fund questions) fidelity.com/ufund (800) 544-2776 23