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General

Summary:
Program type:
How to enroll:
Initial year of operation:
State agency(ies):
Enrollment period:
Program manager:
Program distributor:

Eligibility

State residency requirements:
Who can be a participant/owner in the program?
Significant time or age restrictions imposed by the program:

Contributions

Maximum contributions:
Minimum contributions:

Investment Options

Age-based investment options:
Static investment options:
Underlying investments:

Contractual Features

Current value of one unit:
Contract prices:
Current unit price:
Available tuition packages:
Benefits for beneficiary attending private or out-of-state institution:
Contract payment options:
Are program benefits backed by the full faith and credit of the state?
Are program benefits collateralized or guaranteed in any other way?

Fees & Expenses

Enrollment or application fee:
Account maintenance fee:
Program management fees:
Expenses of the underlying investments:
Total asset-based expense ratio:

Taxes and other Benefits

Program match on contributions:
State tax deduction or credit for contributions:
State tax recapture provisions:
State tax treatment of qualified distributions:
State tax treatment of rollovers:
Does the sponsoring state exclude the value of an account for state financial aid purposes?
Does participation in the program provide beneficiaries with any advantages in qualifying for resident tuition status at state institutions?
Does the program have a formal agreement with a rewards program or outside scholarship program?

Distributions & Terminations

To whom are distributions made payable:

Account Changes

Policy regarding participant/owner changes:

Documents, Access & Reporting

Does participant have online password-protected access to account?
Can the complete enrollment process including funding be done online?

Contact

Web site:
Telephone:
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