NextGen College Investing Plan under Section 529

There are two ways for you to request an enrollment kit.

1) Download a NextGen Client Direct Series enrollment kit.
Click here to download. Please carefully read the Program Description and Participation Agreement and any applicable Supplements before you establish an account. If you would like to open a NextGen Account, return a completed and signed Account Application with your initial deposit to:

NextGen College Investing Plan
College Plan Services
P.O. Box 1518
Pennington, NJ 08534-1518

Note: Only the Client Direct Series enrollment kit is available from this site. If you are interested in investing in the NextGen Client Select Series, please go to askmerrill.ml.com to locate a Merrill Lynch branch office near you or click here to locate a Maine Distribution Agent.

Adobe Acrobat or Adobe Reader is required to download the NextGen Client Direct Series Program Description, any applicable supplements and the account application.
If you do not already have Adobe Acrobat or Adobe Reader, click on the icon below to go to the Adobe Reader Website.

OR

2) Request a NextGen Client Direct Series enrollment kit by mail or phone.
Click here to request an enrollment kit by mail, or call 1-877-4NEXTGEN for more information on the NextGen plan.

The NextGen Plan is a Section 529 plan administered by the Finance Authority of Maine. Before you invest in the NextGen plan, request a NextGen College Investing Plan Program Description from us and read it carefully. The Program Description contains more complete information, including investment objectives, charges, expenses and risks of investing in the NextGen plan, which you should carefully consider before investing. You also should consider whether your home state or your designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s 529 plan. Merrill Lynch, Pierce, Fenner & Smith Incorporated is the program manager, underwriter and distributor.

Merrill Lynch Wealth Management makes available products and services offered, sponsored, managed, distributed or provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other affiliates and subsidiaries of Bank of America Corporation, or in which Bank of America Corporation has a substantial economic interest, including BlackRock, Inc.

Investment products:

Are Not FDIC Insured Are Not Bank, State or Federal Guaranteed May Lose Value

MLPF&S is a registered broker-dealer, member Securities Investor Protection Corporation (SIPC) and a wholly owned subsidiary of Bank of America Corporation.

Any information presented about tax considerations affecting your financial transactions or arrangements is not intended as tax advice and cannot be relied on to avoid any tax penalties. Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. You should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with your personal professional advisors.

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