NY State Self Direction Resources

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NOTE: FI'S HAVE DIFFERENT REQUIREMENTS. JUST BECAUSE IT WAS APPROVED BY ONE FI, IT DOESN'T NECESSARILY MEAN IT WILL BE APPROVED BY ANOTHER.  BE SURE TO TALK WITH YOUR BROKER.

THE CREATORS OF THESE SHEETS TAKE NO LEGAL RESPONSIBILITY FOR THE CONTENTS. This page doesn't substitute for advice from experts.

Click here for a Google sheet to see the data.

More about self direction here.

Click here for a Google sheet about NY schools and after school programs.

Contact [email protected] for help