Make a Contribution
Franklin Templeton offers two ways to make contributions to your account: one-time contribution or set up automatic investments. Read below to determine which option is best for your situation.
It’s easy to make a one-time contribution. Download this form and include account owner, beneficiary, account number and contribution amount (minimum $25.) Personal checks, cashier’s checks and bank money orders are accepted.
Franklin Templeton offers a convenient way to contribute regularly through our Automatic Investment Plan (AIP) feature. You can contribute a minimum of $25 automatically from your checking or savings account. Download the Automatic Investment Plan Form to start now.
See how monthly contributions make a difference. It is important to save on a regular basis. Use this calculator to learn how making contributions every month has the potential to grow into significant savings over time.
Monthly contributions of $25 earning a 2% annual rate of return for 1 years grow to:
$303
What happens if you contributed a bit more each month?
The chart below shows the potential benefit of contributing an extra $50 or $100 per month.
Hypothetical Monthly Savings Over 1 Years
- $25
- $75
- $125
*Examples are for illustrative purposes only and are not representative of a particular investment. This calculator does not take into account investment expenses or taxes, which if reflected, would lower results shown. Investments do not guarantee any specific rate of return, and you may have a gain or loss on the amounts invested. Periodic investing plans do not assure a profit and do not protect against a loss in a declining market.
Investors should carefully consider the 529 plan’s investment goals, risks, charges and expenses before investing. To obtain the Program Description, which contains this and other information, talk to your financial professional or call Franklin Distributors, LLC, the manager and underwriter for the 529 plan at (800) DIAL BEN / 342-5236 or visit franklintempleton.com. You should read the Program Description carefully before investing and 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 its qualified tuition program.
Franklin Templeton's 529 College Savings Plan is offered and administered by the New Jersey Higher Education Student Assistance Authority (HESAA); managed and distributed by Franklin Distributors, LLC, an affiliate of Franklin Templeton, Inc., which operates as Franklin Templeton.
Investments in Franklin Templeton’s 529 College Savings Plan are not insured by the FDIC or any other government agency and are not deposits or other obligations of any depository institution. Investments are not guaranteed by the State of New Jersey, Franklin Templeton, or its affiliates and are subject to risks, including loss of principal amount invested. Investing in the plan does not guarantee admission to any particular primary, secondary school or college, or sufficient funds for primary, secondary school or college.
Franklin Templeton, its affiliates, and its employees are not in the business of providing tax or legal advice to taxpayers. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties or complying with any applicable tax laws or regulations. Tax-related statements, if any, may have been written in connection with the “promotion or marketing” of the transaction(s) or matter(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax professional.