529 Plans

Anyone can open a tax advantaged 529 Plan for anyone, anywhere.

Enroll Online*

Mail In Documents - Arizona Family College Savings Program (AFCSP)

• Full AFCSP Enrollment Kit
• AFCSP Enrollment Form
• AFCSP Rollover Form
• AFCSP Payroll Form
• AFCSP Disclosure

Mail In Documents - Montana Family Education Savings Program (MFESP)

• Full MFESP Enrollment Kit
• MFESP Enrollment Form
• MFESP Rollover Form
• MFESP Payroll Form
• MFESP Disclosure

Product Disclosures*

• CollegeSure CD Disclosure
• InvestorSure CD Disclosure
• Fixed Rate CD Disclosure

IRA & ESA Plans

Both traditional and roth IRAs for college, retirement or both.

Enroll Online*

Mail In Documents - IRA & ESA

• Full IRA & ESA Enrollment Kit
• IRA Enrollment Form
• ESA Enrollment Form
• IRA & ESA Transfer Form
• IRA & ESA Disclosure

Product Disclosures*

• CollegeSure CD Disclosure
• InvestorSure CD Disclosure
• Fixed Rate CD Disclosure

Non-Tax Advantaged Fixed Rate CDs

One- and three-year CDs offered direct, and without tax advantages - just great rates.

Enroll Online*

Mail In Documents

• Fixed Rate CD Enrollment Form
• Fixed Rate CD Terms

*Please note for CollegeSure CD Disclosure, the following changes have been made to the CollegeSure CD Terms and Conditions, effective July 1, 2010.

- CollegeSure CDs will be available at 1 to 22 year maturities.
- CollegeSure CDs with maturities less than 4 years will have a 0% floor.
- CollegeSure CDs with maturities of 4 to 22 years will have a 2% floor.

CSB Info Kit Request