Program Overview

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Description: EdVest is a Section 529 tax-deferred college savings program that can be used to pay for tuition, room and board, supplies, and equipment required for enrollment or attendance at any eligible postsecondary school in the United States or abroad. There is a maximum contribution limit of $330,000. Several investment options are available.

Note: Contributions to EdVest are not available through payroll deduction due to system incompatibility.

Learn More

• Program Description
• Plan Basics

More Information

Investment Plan Performance

Vendor

EdVest — Wisconsin College Savings Program

Publications

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Forms

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Submit all forms to:

EdVest
c/o Wells Fargo
P.O. Box 55244
Boston, MA 02205-8348

Enrollment

Note: No payroll deduction can be taken for EdVest.

• EdVest Account Application, WIAPPIN
• Online Enrollment

Additional Investments

Account Builder, EDACBLD

Beneficiary Designation

Change of Beneficiary, WIBENE

Distribution Request

Distribution Request, WIDIST

Home Address, Bank, Contribution Change

Account Change Request, WIACR

Additional forms can be found on the EdVest forms page.