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Plan Details

General	Free	Premium Service
Summary:
Program type:
Telephone:
Telephone for broker use:
Web site:
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Facebook
How to enroll:
Initial year of operation:
Enrollment period:
State agency(ies):
Program manager:
Program distributor:
Manager contract term:
Eligibility	Free	Premium Service
State residency requirements:
Who can be a participant/owner in the program?
Significant time or age restrictions imposed by the program:
Contributions	Free	Premium Service
Maximum contributions:
Minimum contributions:
Investment Options	Free	Premium Service
Age-based investment options:
Static investment options:
Underlying investments:
Underlying fund allocations:
Investment performance link:
Portfolio Fees & Performance Lookup
Contractual Features	Free	Premium Service
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	Free	Premium Service
Enrollment or application fee:
Account maintenance fee:
Program management fees:
Expenses of the underlying investments:
Total asset-based expense ratio:
Broker loads and commissions:
Breakpoint pricing:
Does breakpoint pricing include non-529 assets under rights of accumulation policies
Taxes and other Benefits	Free	Premium Service
Program match on contributions:
State tax deduction or credit for contributions:
Value of in-state tax benefits:
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?
Statutory protection of an account from creditors:
Distributions & Terminations	Free	Premium Service
To whom are distributions made payable:
Account Changes	Free	Premium Service
Policy regarding participant/owner changes:
Documents, Access & Reporting	Free	Premium Service
Does participant have online password-protected access to account?
Can the complete enrollment process including funding be done online?
Documents and other services accessible or downloadable on the program's public Web site:

Questions? Contact us contact us via e-mail or call 800-400-9113.