We've made it easy to get started
Quarterly, all CollegeSure Honors Savings Accounts will be moved from College Savings Bank® to AZ529, Arizona's Education Savings Plan managed by Fidelity®. Much of this will be done automatically, but there are a few easy steps you'll need to take to get started with your new account.
Please note: If you already have an account with Fidelity for the same beneficiary, assets will transition to the existing account.
Date range to make changes
| Quarter | Last day to make changes with CSB | Activation Date |
|---|---|---|
| Q4 2022 | 11/23/2022 | 12/1/2022 |
| Q1 2023 | 2/21/2023 | 3/2/2023 |
| Q2 2023 | 5/25/2023 | 6/2/2023 |
| Q3 2023 | 8/25/2023 | 9/5/2023 |
| Q4 2023 | 11/24/2023 | 12/4/2023 |
| Q1 2024 | 2/23/2024 | 3/4/2024 |
| Q2 2024 | 5/24/2024 | 6/4/2024 |
| Q3 2024 | 8/23/2024 | 9/3/2024 |
| Q4 2024 | 11/22/2024 | 12/3/2024 |
ACTIVATE your AZ529 Plan account by following these steps:
The first day you can activate your account will be determined by the timing of the transition. Refer to the chart above for specific dates. You'll need the AZ529 Plan account profile letter sent by Fidelity, one for each account, which includes important information such as your account number and beneficiary.
New to Fidelity?
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Existing Fidelity relationship
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Note: Your AZ529 account number has been updated and is different from the account number you had with College Savings Bank.
MANAGE your AZ529 account contributions and move money
Keep your contributions on track
- You can set up automatic contributions from a checking or savings account.
- You can also set up direct deposit from your employer by providing your updated AZ529 Plan account number or using Fidelity's form (PDF).
- Sign up for college gifting online to share a contribution link with friends and family.
- Change the investment instructions on your current assets or future deposits.
PLAN with our tools
Learn about education planning
Access a library of courses, articles, and videos to learn more about planning and saving for education.
Are you on track?
Access the Planning and Guidance Center to plan for education as part of this comprehensive financial tool.
Frequently asked questions
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Questions? 800-544-1262
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