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Many transactions – including contributions made directly from your bank account, exchanges, transfers to another Beneficiary, withdrawals, and address updates – can be made online.

Go paperless and save time by completing tasks for all the phases of your savings journey online.

  • Open a new account
  • Rollover an existing 529 or Coverdell account
     
Enroll online
  • Make withdrawals
  • Contribute to savings by bank or paycheck
     
Access account


Some transactions require a signature.

Forms Description
529 to Roth IRA Rollover Form Request a direct rollover of 529 assets to the Beneficiary's Roth IRA at another Financial Institution.
Power of Attorney Form Grant another person or organization authority to act on your IDeal account(s).
Limited Power of Attorney Form Grant another person or organization limited authority to act on your IDeal account(s).
Agent Certification Grant an agent authority to act.
Form W-9 Request for Taxpayer Identification Number and Certification Certify the account owner's or beneficiary's Social Security number or Taxpayer ID number.


Prefer paper forms for all transactions? View all available forms.

Select the appropriate form below by clicking on the name. The form will be displayed in PDF format suitable for printing. You must have Adobe® Reader software (available free at www.adobe.com) to download or print the forms. Please note that some of these transactions can be done online, as indicated.

Additonal Plan Information
IDeal Slimline    
IDeal Spanish Slimline    


Ugift®Assets

Give or receive the gift of college savings by using Ugift® − Give College Savings ($25 minimum).

If you are not an IDeal Account Owner but would like to give to an IDeal account electronically, check with the Account Owner for the beneficiary’s Ugift code.

Have a code? Enter it at Ugift529.com.

 

Certificates
Ugift® Invite Coupon    
IDeal gift certificate    
Just Because gift certificate    
Birthday gift certificate    
Congratulations gift certificate    
Graduation gift certificate    
Holiday gift certificate    
Baby Boy gift certificate    
Baby Girl gift certificate    

Need help?

Email us at clientservice@idsaves.org
Call us at 1-866-433-2533, Monday - Friday from 6 a.m. - 6 p.m. Mountain Time.

Important Legal Information

By clicking on one of the social media icons, you are leaving the IDeal website, maintained by Ascensus, and are being redirected to a social media site solely maintained by the State College Savings Program Board (“Board”). Ascensus Broker Dealer Services, LLC, the program manager for IDeal, does not monitor or endorse the Board's social media activities. All IDeal social media activities are the sole responsibility of the Board.

Mr. Thiros is a registered representative of Ascensus Broker Dealer Services LLC, 877-529-2980, 95 Wells Ave, Newton MA (member FINRA/SIPC) and is not employed by the State of Idaho.

For more information about IDeal - Idaho College Savings Program ("IDeal"), call 866-433-2533  click here to obtain a Disclosure Statement. The Disclosure Statement discusses investment objectives, risks, charges, expenses, and other important information. Because investing in IDeal is an important decision for you and your family, you should read and consider the Disclosure Statement carefully before investing.

Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You should also consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state’s 529 college savings plan(s), or any other 529 plan, to learn more about those plans’ features, benefits, and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

IDeal is administered by the State College Savings Program Board ("Board"). ABD, the program manager, and its affiliates, have overall responsibility for the day-to-day operations, including investment advisory, recordkeeping and administrative services, and marketing. The Vanguard Group, Inc. ("Vanguard") serves as Investment Manager for IDeal. Sallie Mae Bank serves as the Savings Portfolio Manager for IDeal. IDeal's Portfolios invest in either: (i) mutual funds and a separate account offered or managed by Vanguard; or (ii) an FDIC-insured omnibus savings account held in trust by the Board at Sallie Mae Bank. Except for the Savings Portfolio, investments in IDeal are not insured by the FDIC. Units of the Portfolios are municipal securities and the value of units will vary with market conditions.

Investment returns will vary depending upon the performance of the Portfolios you choose. Except to the extent of FDIC insurance available for the Savings Portfolio, you could lose all or a portion of your money by investing in IDeal, depending on market conditions. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.

Not FDIC-Insured (except for the Savings Portfolio). No Bank, State or Federal Guarantee. May lose value.