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Compare 529 Plans by Features
Plan
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?
Alaska
No
Yes, a beneficiary receiving a qualified distribution from an account to pay tuition at the University of Alaska may be eligible for a waiver of the nonresident tuition surcharge
No
Yes, participants in the plan with an active account in any portfolio for the two years immediately preceding enrollment may be eligible to receive resident tuition rates for the University of Alaska regardless of their state residency.
California
No,, but California excludes 529 plans when considering eligibility for Medi-Cal.
No
Florida
Florida 529 Savings Plans to do not impact Florida Bright Futures Scholarship Awards (the primary state financial aid program in Florida).
No
Kentucky
Yes
Yes, beneficiaries with eight years of program participation and $2,400 in total contributions who move out-of-state remain eligible for resident tuition rates at Kentucky public institutions
Oklahoma
Effective November 1, 2008, money in an Oklahoma 529 plan account is no longer considered in calculating eligibility for TANF, Food Stamps or the Low Income Home Energy Assistance Program (LIHEAP).
No
Utah
No
No, except that my529 account owners who resided in Utah and owned a my529 account for eight consecutive years prior to May 5, 2008, may be eligible to receive in-state tuition at an eligible Utah state school.
No, however the account is treated as an asset of the student's parent and not as an asset of the beneficiary
No