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Compare 529 Plans by Features
Plan
Policy regarding participant/owner changes
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.
Delaware
Account ownership may not be transferred prior to the owner's death or incapacity.
Accepts requests to transfer account ownership.
Accepts requests to transfer account ownership.
Louisiana
Account ownership may not be transferred prior to the owner's death or incapacity.
Massachusetts
Account ownership may not be transferred prior to the owner's death or incapacity.
Accepts requests to transfer account ownership.
Accepts requests to transfer account ownership.
Accepts requests to transfer account ownership.
New Hampshire
Account ownership may not be transferred prior to the owner's death or incapacity.
Accepts requests to transfer account ownership.
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
Accepts requests to transfer account ownership.
Vermont
Accepts requests to transfer account ownership. However, the new owner must have/open an account for the beneficiary and the funds are transferred to that account.
Virginia
Accepts requests to transfer account ownership ($10 fee except where owner has died or become disabled).