ScholarShare 529 College Savings Plan

Welcome to the ScholarShare 529 Matching Grant Program

0%

Get started on your $200 Match!

ScholarShare 529, California’s College Savings Plan, is now offering a terrific incentive to help families like yours make the most of their college savings. Eligible families who open a ScholarShare 529 account will receive a dollar-for-dollar match up to $200! Plus, families who enroll in an automatic contribution plan of $25 or more each month when opening an account will receive another $25!

So let’s get started! First we must verify your eligibility to participate. Please follow the prompts and enter the requested information completely. Learn more about eligibility.

You will then move on to opening and funding your Scholarshare 529 account. Please see further instructions after you complete income verification.

Start Start

Are you a California resident?

Are you a Parent or Legal Guardian of the Beneficiary you will be opening an account for?

Sorry, you do not meet the eligibility requirements as specified in the Official Rules. Even though you do not qualify for the Matching Grant Program, you may still open a ScholarShare 529 account for your beneficiary by clicking here.

Is your ScholarShare 529 College Savings Plan beneficiary age 14 or younger?

Beneficiary (future student) must be 14 years old or younger as of December 31, 2018.

Sorry, you do not meet the eligibility requirements as specified in the Official Rules. Even though you do not qualify for the Matching Grant Program, you may still open a ScholarShare 529 account for your beneficiary by clicking here.

Is your household income less than $75,000?

By checking “yes,” you are stating that your adjusted gross income on your most recent Federal tax form is $75,000 or less and you are authorizing the ScholarShare Investment Board to verify your income with the Internal Revenue Service (IRS).

Find adjusted gross income on your tax form

Sorry, you do not meet the eligibility requirements as specified in the Official Rules. Even though you do not qualify for the Matching Grant Program, you may still open a ScholarShare 529 account for your beneficiary by clicking here.

You’re almost there!

Based on your answers, you may be eligible for the $200 Matching Grant Program (subject to income verification once your ScholarShare 529 account is established and funded; see complete rules).

Please complete the next section fully to move forward. Once submitted, you will be directed to open a ScholarShare 529 account. The information you provide below must match with the information you submit when you open your ScholarShare 529 account.

Did a non-profit organization or public agency share program information with you or help you to complete this application?

Your answer helps us gauge program communication success via non-profit and public agency partnerships.

Please click here to select a non-profit or public agency from a list of eligible organizations.

How did you hear about the program?



Verification

Thank you for your application. Now take the next step!

  • You’ve completed your application for the ScholareShare 529 Matching Grant!
  • Now open a ScholarShare 529 college savings account. Open an account
  • Lastly, deposit at least $25 online into your new ScholarShare 529 account. Once this step is complete, we will validate your eligibility for the ScholarShare 529 Matching Grant Program.

Set up an automatic monthly contribution plan of $25 or more per month when you open the account and receive another $25!

If at any point you need help, visit our Help Desk to call, email or access FAQs.


320949