Compare 529 Plans by Features

Plan

Policy regarding participant/owner changes

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

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.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to change account owner.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Account ownership may not be transferred prior to the owner's death or incapacity.

DC College Savings Plan

District of Columbia

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

KY Saves 529

Kentucky

Accepts requests to transfer account ownership.

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.

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.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Account ownership may not be transferred prior to the owner's death or incapacity.

Accept requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

NC 529 Plan

North Carolina

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Oklahoma 529

Oklahoma

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

No provision for permitting an account owner change.

Accepts requests to transfer account ownership.

my529

Utah

Accepts requests to transfer account ownership.

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.

Invest529

Virginia

Accepts requests to transfer account ownership ($10 fee except where owner has died or become disabled).

Accepts requests to transfer account ownership.

SMART529 Select

West Virginia

Accepts requests to transfer account ownership.

Accepts requests to transfer account ownership.

Edvest

Wisconsin

Accepts requests to transfer account ownership.