Are You Maximizing Your NextGen Account?

Maximize your NextGen account by encouraging family and friends to contribute to a NextGen account in lieu of a more traditional birthday or holiday gift for a child.

Grandparents or other relatives could be interested in the special gift-tax elections that might reduce gift and estate taxes should they choose to make a larger contribution. Click here to learn more.

Sign Up for Automatic Contributions

Contributing to your NextGen account is easy!

• Make contributions on your own schedule. Contribution coupons are available for your convenience.
• Make automatic contributions through Payroll Direct Deposit. Find out if your employer can accommodate payroll deduction contributions and you can elect this option on the NextGen Account Application or complete and submit the Payroll Deduction Allocation Form to your employer.
• Make automatic contributions from a checking or savings account. Elect this option on the NextGen Account Application or complete and submit the AFS Form. There is a $50 minimum monthly contribution requirement for the Automated Funding Service.

The Account Servicing Forms You Need

Current account holders can download the forms they need by clicking here. Manage your account with forms for changing account ownership or beneficiaries, rolling over or transferring in funds into your account, changing investment options, withdrawing funds and signing up for automatic contributions.