529 PLANS

Policy regarding participant/owner changes

Plan Policy regarding participant/owner changes:
CollegeCounts 529 Fund
Alabama
Accepts requests to transfer account ownership. Enroll Now
Alaska 529
Alaska
Accepts requests to transfer account ownership. Enroll Now
T. Rowe Price College Savings Plan
Alaska
Accepts requests to transfer account ownership. Enroll Now
Arizona Family College Savings Program
Arizona
Accepts requests to transfer account ownership. Enroll Now
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. Enroll Now
GIFT College Investing Plan
Arkansas
Accepts requests to transfer account ownership. Plan Details
ScholarShare 529
California
Accepts requests to change account owner. Plan Details
Direct Portfolio College Savings Plan
Colorado
Accepts requests to transfer account ownership. Enroll Now
Smart Choice College Savings Plan
Colorado
Accepts requests to transfer account ownership. Plan Details
Stable Value Plus College Savings Program
Colorado
Accepts requests to transfer account ownership. Plan Details
Connecticut Higher Education Trust (CHET)
Connecticut
Accepts requests to transfer account ownership. Plan Details
Delaware College Investment Plan
Delaware
Account ownership may not be transferred prior to the owner's death or incapacity. Enroll Now
DC College Savings Plan
District of Columbia
Accepts requests to transfer account ownership. Enroll Now
Florida 529 Savings Plan
Florida
Accepts requests to transfer account ownership. Plan Details
Path2College 529 Plan
Georgia
Accepts requests to transfer account ownership. Enroll Now
Hawaii's College Savings Program
Hawaii
Accepts requests to transfer account ownership. Enroll Now
Idaho College Savings Program (IDeal)
Idaho
Accepts requests to transfer account ownership. Plan Details
Bright Start Direct-Sold College Savings Program
Illinois
Accepts requests to transfer account ownership. Enroll Now
CollegeChoice 529 Direct Savings Plan
Indiana
Accepts requests to transfer account ownership. Enroll Now
CollegeChoice CD 529 Savings Plan
Indiana
Accepts requests to transfer account ownership. Enroll Now
College Savings Iowa
Iowa
Accepts requests to transfer account ownership. Enroll Now
Learning Quest 529 Education Savings Program (Direct-sold)
Kansas
Accepts requests to transfer account ownership. Enroll Now
Schwab 529 College Savings Plan
Kansas
Accepts requests to transfer account ownership. Plan Details
KY Saves 529
Kentucky
Accepts requests to transfer account ownership. Enroll Now
START Saving Program
Louisiana
Account ownership may not be transferred prior to the owner's death or incapacity. Plan Details
NextGen 529 -- Client Direct Series
Maine
Accepts requests to transfer account ownership. Enroll Now
Maryland 529 -- Maryland Senator Edward J. Kasemeyer College Investment Plan
Maryland
Accepts requests to transfer account ownership. Enroll Now
U.Fund College Investing Plan
Massachusetts
Account ownership may not be transferred prior to the owner's death or incapacity. Enroll Now
Michigan Education Savings Program (MESP)
Michigan
Accepts requests to transfer account ownership. Plan Details
Minnesota College Savings Plan
Minnesota
Accepts requests to transfer account ownership. Plan Details
Mississippi Affordable College Savings (MACS) Program
Mississippi
Accepts requests to transfer account ownership. Plan Details
MOST - Missouri's 529 Education Plan (Direct-sold)
Missouri
Accepts requests to transfer account ownership. Enroll Now
Achieve Montana
Montana
Accepts requests to transfer account ownership. Plan Details
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). Plan Details
Nebraska Education Savings Trust -- Direct College Savings Plan
Nebraska
Accepts requests to transfer account ownership. Enroll Now
TD Ameritrade 529 College Savings Plan
Nebraska
Accepts requests to transfer account ownership. Plan Details
SSGA Upromise 529 Plan
Nevada
Accepts requests to transfer account ownership. Enroll Now
The Vanguard 529 College Savings Plan
Nevada
Accepts requests to transfer account ownership. Plan Details
USAA 529 College Savings Plan
Nevada
Accepts requests to transfer account ownership. Plan Details
UNIQUE College Investing Plan
New Hampshire
Account ownership may not be transferred prior to the owner's death or incapacity. Enroll Now
NJBEST 529 College Savings Plan
New Jersey
Accept requests to transfer account ownership. Enroll Now
The Education Plan's College Savings Program
New Mexico
Accepts requests to transfer account ownership. Plan Details
New York's 529 College Savings Program -- Direct Plan
New York
Accepts requests to transfer account ownership. Enroll Now
NC 529 Plan
North Carolina
Accepts requests to transfer account ownership. Enroll Now
College SAVE (Direct)
North Dakota
Accepts requests to transfer account ownership. Enroll Now
Ohio's 529 Plan, CollegeAdvantage
Ohio
Accepts requests to transfer account ownership. Plan Details
Oklahoma College Savings Plan
Oklahoma
Accepts requests to transfer account ownership. Plan Details
Oregon College Savings Plan
Oregon
Accepts requests to transfer account ownership. Plan Details
Pennsylvania 529 Investment Plan
Pennsylvania
Accepts requests to transfer account ownership. Plan Details
CollegeBound Saver (Direct-sold)
Rhode Island
Accepts requests to transfer account ownership. Enroll Now
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
Accepts requests to transfer account ownership. Enroll Now
CollegeAccess 529 (Direct-sold)
South Dakota
Accepts requests to transfer account ownership. Enroll Now
TNStars College Savings 529 Program
Tennessee
No provision for permitting an account owner change. Plan Details
Texas College Savings Plan
Texas
Accepts requests to transfer account ownership. Enroll Now
my529
Utah
Accepts requests to transfer account ownership. Plan Details
Vermont Higher Education Investment Plan
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. Plan Details
Invest529
Virginia
Accepts requests to transfer account ownership ($10 fee except where owner has died or become disabled). Plan Details
DreamAhead College Investment Plan
Washington
Accepts requests to transfer account ownership. Plan Details
SMART529 Select
West Virginia
Accepts requests to transfer account ownership. Plan Details
SMART529 WV Direct College Savings Plan
West Virginia
Accepts requests to transfer account ownership. Plan Details
Edvest
Wisconsin
Accepts requests to transfer account ownership. Plan Details
 

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