AZ529 Arizona's Education Savings Plan

Welcome! Your new plan is waiting for you.

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

	▢ ACTIVATE your account today. ▢ MANAGE your account by setting up automatic contributions or moving money. ▢ PLAN with the tools in our Planning and Guidance Center.

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?

Set up your online access.
Select the "Account balances" link from the "Welcome to Fidelity" screen.
If you own one AZ529 Plan account, you will automatically be directed to activate the account. Follow the instructions.

If you own more than one AZ529 account, select the "Activate" link next to one of your AZ529 accounts. Follow the instructions. Repeat these steps for your remaining accounts.

Existing Fidelity relationship

Visit your Accounts summaryLog In Required
Select the "Activate" link next to your AZ529 Plan account. Follow the instructions.

If you own more than one AZ529 Plan account, repeat these steps for your remaining accounts.

Note: Your AZ529 account number has been updated and is different from the account number you had with College Savings Bank.

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.

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?Log In Required

Access the Planning and Guidance Center to plan for education as part of this comprehensive financial tool.

Where can I find additional information about my account moving from College Savings Bank to Fidelity?

Please visit College Savings Bank to learn more about the transition.
If I gave someone authority to view or act on my account at College Savings Bank, what steps do I need to take to grant them authority at Fidelity?

Once you have activated your account at Fidelity, you will need to grant them trading authority or power of attorney. Visit the account access rights overview page for more information and instructions.
What is the last day I can update my personal information at College Savings Bank?

The last day to update information with College Savings Bank depends on the date of the transition. Refer to the chart above. After your account has been activated with Fidelity, you may update your personal information online.

Questions?

800-544-1262
Education planning specialists are available
Monday–Friday from 8 a.m. to 9 p.m. ET.

AZ529 Arizona's Education Savings Plan

We've made it easy to get started

Date range to make changes

ACTIVATE your AZ529 Plan account by following these steps:

New to Fidelity?

Existing Fidelity relationship

MANAGE your AZ529 account contributions and move money

Keep your contributions on track

PLAN with our tools

Learn about education planning

Are you on track?Log In Required

Frequently asked questions