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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. |
|
Prepaid Affordable College Tuition (PACT) Program Alabama |
Accepts requests to transfer contract ownership ($20 fee). |
|
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 -- CollegeSure® 529 Plan 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 Funds InvestEd 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. |
|
The ScholarShare College Savings Plan California |
Accepts requests to change account owner. |
|
Direct Portfolio College Savings Plan Colorado |
Accepts requests to transfer account ownership. |
|
Prepaid Tuition Fund 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 529 College Savings Program (Direct-sold) District of Columbia |
Accepts requests to transfer account ownership. |
|
Florida 529 Savings Plan Florida |
Accepts requests to transfer account ownership. |
|
Florida Prepaid College Plan Florida |
Accepts requests to transfer contract ownership. |
|
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 College Savings Program Illinois |
Accepts requests to transfer account ownership. |
|
Bright Start College Savings Program -- Advisor-sold Plan Illinois |
Accepts requests to transfer account ownership. |
|
Bright Start College Savings Program -- Direct-sold Plan Illinois |
Accepts requests to transfer account ownership. |
|
College Illinois! 529 Prepaid Tuition Program Illinois |
Accepts requests to transfer contract ownership ($15 fee). |
|
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. |
|
College Savings Iowa Iowa |
Accepts requests to transfer account ownership. |
|
IAdvisor 529 Plan Iowa |
Accepts requests to transfer account ownership. |
|
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. |
|
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). |
|
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. |
|
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 College Savings Plan Minnesota |
Accepts requests to transfer account ownership. |
|
MACS 529 Advisor Program Mississippi |
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 ($20 fee). |
|
MOST - Missouri's 529 Advisor Plan Missouri |
Accepts requests to transfer account ownership. |
|
MOST - Missouri's 529 College Savings Plan (Direct-sold) Missouri |
Accepts requests to transfer account ownership. |
|
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). |
|
Montana Family Education Savings Program -- Investment Plan Montana |
Accepts requests to transfer account ownership. |
|
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. |
|
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 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'sEdge 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 |
Account ownership may not be transferred prior to the owner's death without a court order. |
|
New York's 529 College Savings Program -- Direct Plan New York |
Account ownership may not be transferred prior to the owner's death without a court order. |
|
National College Savings Program North Carolina |
Accepts requests to transfer account ownership. |
|
College SAVE North Dakota |
Accepts requests to transfer account ownership. |
|
BlackRock CollegeAdvantage 529 Plan Ohio |
Accepts requests to transfer account ownership. |
|
Ohio CollegeAdvantage -- Guaranteed Savings Fund 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 529 Savings Plan Ohio |
Accepts requests to transfer account ownership. |
|
Oklahoma College Savings Plan Oklahoma |
Accepts requests to transfer account ownership. |
|
Oklahoma Dream 529 Plan Oklahoma |
Accepts requests to transfer account ownership. |
|
MFS 529 Savings Plan Oregon |
Accepts requests to transfer account ownership. |
|
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. |
|
Pennsylvania 529 Guaranteed Savings Plan Pennsylvania |
Accepts requests to transfer account ownership. |
|
Pennsylvania 529 Investment Plan Pennsylvania |
Accepts requests to transfer account ownership. |
|
CollegeBoundfund (Advisor-sold) Rhode Island |
Accepts requests to transfer account ownership. |
|
CollegeBoundfund (Direct-sold, Alternative RI) Rhode Island |
Accepts requests to transfer account ownership. |
|
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. |
|
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 Higher Education Investment Plan Vermont |
Accepts requests to transfer account ownership. |
|
CollegeAmerica Virginia |
Accepts requests to transfer account ownership. |
|
CollegeWealth Virginia |
Accepts requests to transfer account ownership. |
|
Virginia529 inVEST Virginia |
Accepts requests to transfer account ownership ($10 fee except where owner has died or become disabled). |
|
Virginia529 prePAID 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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