It’s easy to open an account.

Starting an Oregon College Savings Plan (OCSP) account is simpler than ever.
Get going in just a few steps, and save for the kids in your life.

Open an account → Open an account

What you need
to get started.

It doesn’t take much to open an OCSP account.

An initial contribution.

You just need $25 to open your account. This money isn’t a fee,
it’s the first contribution to your new account.

A little time.

It takes about 15 minutes to open an account online.

Some basic info.

As the account holder, you’ll need to provide your full name, email address, residential address, date of birth, and Social Security number or tax ID.

Your beneficiary’s info.

If you’re opening this account for your child, grandchild, or someone else, we’ll need their basic info as well. The beneficiary has to be a U.S. citizen or resident who has a Social Security number or tax ID.

What comes next?

Once your info is confirmed and your account is created,
there’s a lot you can do.

  • Set a savings goal.
  • Connect your account to your bank.
  • Choose an investment mix that works for you and your saving goals.
  • Add money to your account.
  • Set up a gifting page so friends and family can contribute.
Get Started → Get Started

Meet our plan manager.

Vestwell State Savings, LLC, dba Sumday Administration, is the plan manager for the Oregon College Savings Plan. We collaborated with them to give you a secure, online way to open and manage your account. Their intuitive online platform makes it easy to add or withdraw money, and keep an eye on your account.

Sumday, a BNY Mellon company, is affiliated with one of the world’s largest
financial institutions, the Bank of New York Mellon.