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College Savings Bank Legacy Accounts

Next Steps for College Savings Bank Account Holders

As of November 30, 2022, all CollegeSure Honors Savings Accounts from College Savings Bank were transitioned to the approved AZ529, Arizona’s Education Savings Plan managed by Fidelity Investments, unless otherwise directed by account owners.

College Savings Bank will continue to service all College Savings Bank CD accounts through their full maturity, regardless of the change. All CD products upon maturity will then be converted automatically to an Honors Savings Account, until the next quarterly transfer date to the Fidelity AZ529 Plan.

The transfer dates will occur on the last business day of each quarter, as follows:

  • February 28/February 29
  • May 31
  • August 31
  • November 30

After each transfer, a savings transfer confirmation will be mailed to customers by CSB and Fidelity separately confirming the transfer. The confirmation will be sent to customers starting December 1, 2022.

If you have questions or need more information, please contact:

Fidelity Investments
Phone: 800-544-1262, Monday-Friday, 8AM-9PM EST

College Savings Bank
Phone: 800-888-2723, Monday-Friday, 9AM-6PM EST

Treasurer’s Letter

Read a letter from Arizona Treasurer Kimberly Yee.

Supplemental Disclosure

Read the Supplemental Disclosure from College Savings Bank for the AZ529.

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