Kentucky Education Savings Plan Trust

Enrollment Materials Form

branding graphicThank you for your interest in the Kentucky Education Savings Plan Trust (KESPT).

In an effort to serve you better, please complete the following information. By supplying this information you are allowing us to provide you with  program updates and marketing information relating to the KESPT program in the future.

Thank you for your interest in KESPT and remember, it is never too early to start saving for college.

If you have already completed this form, or would like to go directly to the Open an Account page, click here to continue.


Required fields are indicated by *.

 

 

Yes, please send me an Enrollment Kit.

*  If you would like to receive updates about KESPT, please provide us with your e-mail address:
       
  Your Name:    
*  First  
  Middle Initial  
*  Last  
       
  * Title (select one): Mr. Mrs. Ms. Dr.
       
  Home Address:    
*  Address 1  
  Address 2  
*  City  
*  State  
*  Zip Code  
       
  Optional:    
  Home Phone  
      Area Code and Number
  FAX  
      Area Code and Number
       
       
Tell Us About You...
  Are you a current account owner?
Yes No
  Do you have other college savings investments?
Yes No
   
 

If yes, what other types of college savings investments do you have?
State 529 College Savings Program (please indicate state)
Coverdell Account
Custodial Account (UGMA or UTMA)
Regular Savings Account
Savings Bond
Other:

 
  Are you a parent?
Yes No		   Are you a grandparent?
Yes No
   
  If you have children/grandchildren check all that apply:
Infant/toddler
Preschool
Elementary school
Middle school
High school
 
  When are you considering making a decision on your appropriate college savings option?
0-3 months
4-6 months
7-12 months
more than a year from now
 
  Please have a TIAA-CREF phone consultant contact me.
Yes No
     
When is the best time to call?

Daytime number:

Evenings (after 5 p.m.) number:

I authorize TIAA-CREF to call me at the phone number indicated here.

Signature:

   
   
How did you learn about the Program?
 
Direct Mail
E-mail
Employer
TIAA-CREF Web site
Colleague
Radio
   Television Commercial
Print Ad
Financial Advisor
Family / Friend
Program Seminar
Community Event or Conference

Other (please specify)

 
 
By completing this form, you are giving permission to TIAA-CREF and KESPT to send to you additional information on their products and services.
       

PDF files require the free Adobe Acrobat Reader. Get it here.

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WE'RE HERE TO HELP

Don't wait to get information in the mail. Download and print our Program Brochure (PDF, 277KB).

Remember, you can always enroll online any time.

Questions? Read the FAQ and the KESPT Disclosure Booklet and Participation Agreements (PDF, 561KB), or call us toll-free at

1-877-654-7284

Don't forget to set up the Automatic Contribution Plan (PDF, 157KB) or use Payroll Deduction (PDF, 45KB) for your contributions.

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Questions?Questions?
Call 1-877-598-7878

The tax information contained on the Kentucky Education Savings Plan Trust (the Plan) Web site is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding tax penalties that may be imposed on the taxpayer. It was written to support the promotion of the products and services addressed in the Web site. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.

The Plan is administered by the Kentucky Higher Education Assistance Authority. TIAA-CREF Tuition Financing, Inc. (TFI) serves as Program Manager. TFI's affiliate, TIAA-CREF Individual & Institutional Services, LLC, is the distributor.

The investment approaches described are not recommendations and do not take into consideration personal goals or preferences. After evaluating information you consider important in making an investment choice, the ultimate decision is up to you. It is a good idea to revisit your investment strategy periodically as your goals, personal financial situation, and market conditions change.

Consider the investment objectives, risks, charges and expenses before investing in the Plan. Please call toll-free 1-877-KY TRUST (1-877-598-7878) for a Disclosure Booklet containing this information. Read it carefully.

Before investing in a 529 plan, you should consider whether the state you or your designated beneficiary reside in or have taxable income in has a 529 plan that offers favorable state income tax or other benefits that are only available if you invest in that state's 529 plan.

The State of Kentucky, its agencies, TIAA-CREF Tuition Financing, Inc., Teachers Insurance and Annuity Association of America and its affiliates do not insure any account or guarantee its principal or investment return. Account value will fluctuate based upon a number of factors, including general market conditions.

The Plan Web site is for informational purposes only, and does not constitute an offer to sell or solicitation of an offer to buy any security that may be referenced on the site. Such offer or solicitation can be made only through the Disclosure Booklet.

The Plan Web site contains links to other Web sites. Neither the Plan Trust nor TFI and its affiliates are responsible for the content of those other Web sites. The accuracy of information on those sites cannot be confirmed.

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© 2007 TIAA-CREF Tuition Financing Inc.