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Getting Started Banks and Credit Unions

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    Getting started with the School Savings™ cloud-based school deposit system is easy.

    Just follow the steps below.
    Allow at least two weeks after enrolling the school to hold First Deposit Day!

    Preparation

  • Select a local school.
  • Meet with school principal or PTA/PTO to select Volunteers to manage program.
  • Plan/advertise FIRST Deposit DAY contest with marketing department.

    Notify School Savings

  • Email support@schoolsavings.com or call 888-787-7728.
  • Receive registration and login credentials.

    Pre-Launch

  • Send Account Enrollment packets home with students.
  • Open student savings accounts at bank.
  • Notify parents to register students at www.schoolsavings.com.
  • Initiate electronic deposit processing with School Savings.


Getting Started for 529 Sponsors

    banner


    Getting started with the School Savings™ cloud-based school deposit system is easy.

    Just follow the steps below.
    Allow at least two weeks after enrolling the school to hold First Deposit Day!

    Preparation

  • Select a local school
  • Meet with school principal or PTA/PTO to select Volunteers to manage program.
  • Plan/advertise FIRST DEPOSIT DAY contest with State 529 Sponsor.

    Notify School Savings

  • Email support@schoolsavings.com or call 888-787-7728.
  • Receive registration and login credentials.

    Pre-Launch

  • Send 529 Account Information packets home with students.
  • Notify parents to register students at www.schoolsavings.com.
  • Initiate electronic deposit processing with School Savings.
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