529 PLANS

Compare by Features

Plan Policy regarding participant/owner changes:
CollegeCounts 529 Fund
Alabama
Accepts requests to transfer account ownership.
CollegeCounts 529 Fund Advisor Plan
Alabama
Accepts requests to transfer account ownership.
Enable Savings Plan Alabama
Alabama
You may direct a rollover from a plan account to an account in another qualified ABLE program for the same or another account owner who is a member of the family. Alternatively, you may make a withdrawal from your account and re-deposit the withdrawn balance within 60 days into an account in another qualified ABLE program for the same or another account owner.
Prepaid Affordable College Tuition (PACT) Program
Alabama
Accepts requests to transfer contract ownership ($20 fee).
Alaska ABLE Plan
Alaska
Accepts requests to transfer account ownership provided the appropriate form and any additional requested documentation is submitted to the Plan.
John Hancock Freedom 529
Alaska
Accepts requests to transfer account ownership.
T. Rowe Price College Savings Plan
Alaska
Accepts requests to transfer account ownership.
University of Alaska College Savings Plan
Alaska
Accepts requests to transfer account ownership.
Arizona Family College Savings Program
Arizona
Accepts requests to transfer account ownership.
Fidelity Arizona College Savings Plan
Arizona
Accepts requests to transfer account ownership. However, the program may report an owner change as a nonqualified distribution subject to all applicable federal and state taxes and penalties.
Ivy InvestEd 529 Plan
Arizona
Accepts requests to transfer account ownership.
GIFT College Investing Plan
Arkansas
Accepts requests to transfer account ownership.
iShares 529 Plan
Arkansas
Accepts requests to transfer account ownership.
ScholarShare 529
California
Accepts requests to change account owner.
Colorado ABLE
Colorado
Accepts requests to transfer account ownership provided the appropriate form and any additional requested documentation is submitted to the plan.
Direct Portfolio College Savings Plan
Colorado
Accepts requests to transfer account ownership.
Scholars Choice College Savings Program
Colorado
Accepts requests to transfer account ownership.
Smart Choice College Savings Plan
Colorado
Accepts requests to transfer account ownership.
Stable Value Plus College Savings Program
Colorado
Accepts requests to transfer account ownership.
Connecticut Higher Education Trust (CHET)
Connecticut
Accepts requests to transfer account ownership.
Connecticut Higher Education Trust (CHET) -- Advisor Plan
Connecticut
Accepts requests to transfer account ownership.
Delaware College Investment Plan
Delaware
Account ownership may not be transferred prior to the owner's death or incapacity.
DC 529 College Savings Program (Advisor-sold)
District of Columbia
Accepts requests to transfer account ownership.
DC ABLE
District of Columbia
Accepts requests to transfer account ownership provided the appropriate form and any additional requested documentation is submitted to the Plan.
DC College Savings Plan
District of Columbia
Accepts requests to transfer account ownership.
ABLE United
Florida
During the lifetime of the beneficiary, part or all of the account balance may be transferred to an eligible individual who is a member of the family.
Florida 529 Savings Plan
Florida
Accepts requests to transfer account ownership.
Florida Prepaid College Plan
Florida
Accepts requests to transfer contract ownership.
Georgia STABLE
Georgia
A change in the beneficiary of a STABLE account is not treated as a distribution and is not subject to federal gift or generation-skipping transfer (GST) taxes if the new beneficiary is an eligible individual and a sibling of the current beneficiary. However, if the new beneficiary is not a sibling of the current beneficiary, the change is treated as a non-qualified withdrawal by the current beneficiary and may have federal gift tax or GST tax consequences.
Path2College 529 Plan
Georgia
Accepts requests to transfer account ownership.
Hawaii's College Savings Program
Hawaii
Accepts requests to transfer account ownership.
Idaho College Savings Program (IDeal)
Idaho
Accepts requests to transfer account ownership.
Bright Directions Advisor-Guided 529 College Savings Program
Illinois
Accepts requests to transfer account ownership.
Bright Start Advisor-Sold College Savings Program
Illinois
Accepts requests to transfer account ownership.
Bright Start Direct-Sold College Savings Program
Illinois
Accepts requests to transfer account ownership.
College Illinois! 529 Prepaid Tuition Program
Illinois
Accepts requests to transfer contract ownership ($15 fee).
Illinois ABLE
Illinois
Accepts requests to transfer account ownership provided the appropriate form and any additional requested documentation is submitted to the plan.
CollegeChoice 529 Direct Savings Plan
Indiana
Accepts requests to transfer account ownership.
CollegeChoice Advisor 529 Savings Plan
Indiana
Accepts requests to transfer account ownership.
CollegeChoice CD 529 Savings Plan
Indiana
Accepts requests to transfer account ownership.
INvestABLE Indiana
Indiana
Accepts requests to transfer account ownership provided the appropriate form and any additional requested documentation is submitted to the plan.
College Savings Iowa
Iowa
Accepts requests to transfer account ownership.
IAble Plan
Iowa
Accepts requests to transfer account ownership provided the appropriate form and any additional requested documentation is submitted to the plan.
IAdvisor 529 Plan
Iowa
Accepts requests to transfer account ownership.
Kansas ABLE Savings Plan
Kansas
Accepts requests to transfer account ownership provided the appropriate form and any additional requested documentation is submitted to the plan.
Learning Quest 529 Education Savings Program (Direct-sold)
Kansas
Accepts requests to transfer account ownership.
Learning Quest Advisor
Kansas
Accepts requests to transfer account ownership.
Schwab 529 College Savings Plan
Kansas
Accepts requests to transfer account ownership.
Kentucky Education Savings Plan Trust
Kentucky
Accepts requests to transfer account ownership.
Kentucky's Affordable Prepaid Tuition (KAPT)
Kentucky
Contract ownership is not transferable except in limited circumstances.
STABLE Kentucky
Kentucky
A change in the beneficiary of a STABLE Account is not treated as a distribution and is not subject to federal gift or GST taxes if the new beneficiary is an eligible individual and a sibling of the current beneficiary. However, if the new beneficiary is not a sibling of the current beneficiary, the change is treated as a non-qualified withdrawal by the current beneficiary and may have federal gift tax or GST tax consequences.
LA ABLE
Louisiana
Generally non-transferable, except in the event of an account rollover.
START Saving Program
Louisiana
Account ownership may not be transferred prior to the owner's death or incapacity.
NextGen College Investing Plan -- Client Direct Series
Maine
Accepts requests to transfer account ownership.
NextGen College Investing Plan -- Client Select Series
Maine
Accepts requests to transfer account ownership.
College Savings Plans of Maryland -- College Investment Plan
Maryland
Accepts requests to transfer account ownership.
College Savings Plans of Maryland -- Prepaid College Trust
Maryland
Accepts requests to transfer contract ownership ($10 fee).
Attainable Savings Plan
Massachusetts
The designated beneficiary or PSA, as applicable may change the designated beneficiary of an Attainable Plan Account to a new designated beneficiary during the lifetime of the current designated beneficiary without tax consequences as long as the new designated beneficiary is a member of the family of the current designated beneficiary and an eligible individual.
U.Fund College Investing Plan
Massachusetts
Account ownership may not be transferred prior to the owner's death or incapacity.
U.Plan
Massachusetts
Accepts changes to ownership with appropriate documentation.
MI 529 Advisor Plan
Michigan
Accepts requests to transfer account ownership.
MiABLE
Michigan
Accepts requests to transfer account ownership
Michigan Education Savings Program
Michigan
Accepts requests to transfer account ownership.
Michigan Education Trust
Michigan
The contract purchaser cannot transfer rights in the contract during lifetime.
Minnesota ABLE Plan
Minnesota
Accepts requests to transfer account ownership provided the appropriate form and any additional requested documentation is submitted to the plan.
Minnesota College Savings Plan
Minnesota
Accepts requests to transfer account ownership.
Mississippi Affordable College Savings (MACS) Program
Mississippi
Accepts requests to transfer account ownership.
Mississippi Prepaid Affordable College Tuition (MPACT) Program
Mississippi
Accepts requests to transfer contract ownership ($25 fee).
MO ABLE
Missouri
A change in the beneficiary of a STABLE Account is not treated as a distribution and is not subject to federal gift or GST taxes if the new beneficiary is an eligible individual and a sibling of the current beneficiary. However, if the new beneficiary is not a sibling of the current beneficiary, the change is treated as a non-qualified withdrawal by the current beneficiary and may have federal gift tax or GST tax consequences.
MOST - Missouri's 529 College Savings Plan (Direct-sold)
Missouri
Accepts requests to transfer account ownership.
Achieve Montana
Montana
Accepts requests to transfer account ownership.
Montana ABLE
Montana
Accepts requests to transfer account ownership provided the appropriate form and any additional requested documentation is submitted to the Plan.
Montana Family Education Savings Program -- Bank Plan
Montana
Accepts requests to transfer account ownership (but only to the beneficiary, or to the owner's spouse as part of a divorce proceeding).
Enable Savings Plan
Nebraska
The Enable Savings Plan permits the transfer of all or a portion of an account owner's account balance to another account within the Enable Savings Plan, but only during the life of the account owner. At the time of the transfer, any transferee must be an eligible individual and a member of the family of the transferor-account owner.
Nebraska Education Savings Trust -- Advisor College Savings Plan
Nebraska
Accepts requests to transfer account ownership.
Nebraska Education Savings Trust -- Direct College Savings Plan
Nebraska
Accepts requests to transfer account ownership.
State Farm College Savings Plan
Nebraska
Accepts requests to transfer account ownership.
TD Ameritrade 529 College Savings Plan
Nebraska
Accepts requests to transfer account ownership.
ABLE Nevada
Nevada
Accepts requests to transfer account ownership provided the appropriate form and any additional requested documentation is submitted to the plan.
Nevada Prepaid Tuition Program
Nevada
Accepts requests to transfer contract ownership ($20 fee).
SSGA Upromise 529 Plan
Nevada
Accepts requests to transfer account ownership.
The Vanguard 529 College Savings Plan
Nevada
Accepts requests to transfer account ownership.
USAA 529 College Savings Plan
Nevada
Accepts requests to transfer account ownership.
Fidelity Advisor 529 Plan
New Hampshire
Account ownership may not be transferred prior to the owner's death or incapacity.
UNIQUE College Investing Plan
New Hampshire
Account ownership may not be transferred prior to the owner's death or incapacity.
Franklin Templeton 529 College Savings Plan
New Jersey
Accepts requests to change account ownership.
NJBEST 529 College Savings Plan
New Jersey
Accept requests to transfer account ownership.
Scholar's Edge
New Mexico
Accepts requests to transfer account ownership.
The Education Plan's College Savings Program
New Mexico
Accepts requests to transfer account ownership.
New York's 529 Advisor-Guided College Savings Plan
New York
Accepts requests to transfer account ownership.
New York's 529 College Savings Program -- Direct Plan
New York
Accepts requests to transfer account ownership.
NY ABLE
New York
Accepts requests to transfer account ownership provided the appropriate form and any additional requested documentation is submitted to the plan.
National College Savings Program
North Carolina
Accepts requests to transfer account ownership.
The NC ABLE Program
North Carolina
Accepts requests to transfer account ownership provided the appropriate form and any additional requested documentation is submitted to the plan.
College SAVE (Advisor)
North Dakota
Accepts requests to transfer account ownership.
College SAVE (Direct)
North Dakota
Accepts requests to transfer account ownership.
BlackRock CollegeAdvantage Advisor 529 Savings Plan
Ohio
Accepts requests to transfer account ownership.
CollegeAdvantage Guaranteed 529 Savings Plan
Ohio
The account owner may be changed to another account owner, but may not thereafter be changed again except where the change is made back to the original owner or where the owner dies or becomes permanently disabled.
Ohio CollegeAdvantage Direct 529 Savings Plan
Ohio
Accepts requests to transfer account ownership.
STABLE Account
Ohio
A change in the beneficiary of a STABLE account is not treated as a distribution and is not subject to federal gift or GST taxes if the new beneficiary is an eligible individual and a sibling of the current beneficiary. However, if the new beneficiary is not a sibling of the current beneficiary, the change is treated as a non-qualified withdrawal by the current beneficiary and may have federal gift tax or GST tax consequences.
Oklahoma College Savings Plan
Oklahoma
Accepts requests to transfer account ownership.
Oklahoma Dream 529 Plan
Oklahoma
Accepts requests to transfer account ownership.
ABLEforAll
Oregon
A change in the beneficiary of an ABLE account is not treated as a distribution and is not subject to federal gift or GST taxes if the new beneficiary is an eligible individual and a sibling of the current beneficiary. However, if the new beneficiary is not a sibling of the current beneficiary, the change is treated as a non-qualified withdrawal by the current beneficiary and may have federal gift tax or GST tax consequences.
MFS 529 Savings Plan
Oregon
Accepts requests to transfer account ownership.
Oregon ABLE Savings Plan
Oregon
A change in the beneficiary of an ABLE account is not treated as a distribution and is not subject to federal gift or GST taxes if the new beneficiary is an eligible individual and a sibling of the current beneficiary. However, if the new beneficiary is not a sibling of the current beneficiary, the change is treated as a non-qualified withdrawal by the current beneficiary and may have federal gift tax or GST tax consequences.
Oregon College Savings Plan
Oregon
Accepts requests to transfer account ownership.
Private College 529 Plan
Other
Ownership may not be transferred except in the case of an involuntary transfer such as death.
PA ABLE
Pennsylvania
The account owner may be changed if the new account owner is an eligible individual and is a sibling of the current account owner. If the new account owner is not a sibling of the current account owner, the change will be considered a non-qualified withdrawal, any account earnings may be subject to federal and state taxes and a federal penalty and the contribution into the new account will be subject to the annual account contribution limit (currently $14,000). Additionally the amount in the account may be considered an asset of the former account owner and could impact that individual's means-tested benefits.
Pennsylvania 529 Guaranteed Savings Plan
Pennsylvania
Accepts requests to transfer account ownership.
Pennsylvania 529 Investment Plan
Pennsylvania
Accepts requests to transfer account ownership.
CollegeBound 529 (Advisor-sold)
Rhode Island
Accepts requests to transfer account ownership.
CollegeBound Saver (Direct-sold)
Rhode Island
Accepts requests to transfer account ownership.
RI's ABLE
Rhode Island
Accepts requests to transfer account ownership provided the appropriate form and any additional requested documentation is submitted to the Plan.
Future Scholar 529 College Savings Plan (Advisor-sold)
South Carolina
Accepts requests to transfer account ownership.
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
Accepts requests to transfer account ownership.
South Carolina Tuition Prepayment Program
South Carolina
Accepts requests to transfer contract ownership ($25 fee).
CollegeAccess 529 (Advisor-sold)
South Dakota
Accepts requests to transfer account ownership.
CollegeAccess 529 (Direct-sold)
South Dakota
Accepts requests to transfer account ownership.
ABLE TN
Tennessee
A designated beneficiary or legal representative may change the beneficiary on an account at any time, as long as the new beneficiary is an eligible individual and a member or the family of the former beneficiary. Any changes require that ownership of the account also be transferred to the new designated beneficiary.
Tennessee's BEST Prepaid College Tuition Plan
Tennessee
Participant/owner may not be changed.
TNStars College Savings 529 Program
Tennessee
No provision for permitting an account owner change.
Lonestar 529 Plan
Texas
Accepts requests to transfer account ownership.
Texas College Savings Plan
Texas
Accepts requests to transfer account ownership.
Texas Guaranteed Tuition Plan
Texas
Accepts requests to transfer contract ownership ($20).
Texas Tuition Promise Fund
Texas
Accepts requests to transfer contract ownership.
Utah Educational Savings Plan (UESP)
Utah
Accepts requests to transfer account ownership.
Vermont ABLE
Vermont
A change in the beneficiary of a STABLE Account is not treated as a distribution and is not subject to federal gift or GST taxes if the new beneficiary is an eligible individual and a sibling of the current beneficiary. However, if the new beneficiary is not a sibling of the current beneficiary, the change is treated as a non-qualified withdrawal by the current beneficiary and may have federal gift tax or GST tax consequences.
Vermont Higher Education Investment Plan
Vermont
Accepts requests to transfer account ownership.
ABLEnow
Virginia
Funds can be moved upon an account owner change to an eligible individual who is a member of the family.
CollegeAmerica
Virginia
Accepts requests to transfer account ownership.
Invest529
Virginia
Accepts requests to transfer account ownership ($10 fee except where owner has died or become disabled).
Prepaid529
Virginia
Accepts requests to transfer contract ownership ($10 fee unless account owner has died or became disabled).
Guaranteed Education Tuition (GET)
Washington
Accepts requests to transfer contract ownership.
SMART529 Prepaid Tuition Plan
West Virginia
Accepts requests to transfer contract ownership.
SMART529 Select
West Virginia
Accepts requests to transfer account ownership.
SMART529 WV Direct College Savings Plan
West Virginia
Accepts requests to transfer account ownership.
The Hartford SMART529
West Virginia
Accepts requests to transfer account ownership.
Edvest
Wisconsin
Accepts requests to transfer account ownership.
Tomorrow's Scholar 529 Plan
Wisconsin
Accepts requests to transfer account ownership.
 

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