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529 DAY 2021
Your child is about to finish another school year—one of the most challenging for many students. With their future in mind, my529 is celebrating 5•29 Day by offering a boost for their educational dreams. Up to $40 contributed to your new my529 account Open a new my529 account between May 1 FORMS, DOCUMENTS, DOWNLOADS AND REQUESTS Request an Enrollment Kit, Account Agreement form, or rollover form. Email info@my529.org. Call toll-free at 800.418.2551. my529 forms may be viewed and downloaded using Adobe Reader®. Click or in the following table to see or download a form. Then complete the form andsubmit it
FOR EMPLOYERS
A unique financial wellness benefit for your employees Are you looking for a competitive edge to attract and retain high-quality talent? According to a Bank of America survey, 62% of employers feel a high degree of responsibility for their employees’ financial wellness. Plus, the number of employees who see their financial wellness as atleast
MY529'S GIFT PROGRAM How the my529 Gift Program works For account owners. To enroll in the my529 Gift Program, log in to your my529 account at my529.org. Select Gift Program to activate your gift page. A link to a personal gift page and a unique gift code will display on your computer screen. MY529 - WITH COLLEGE IN THE FUTURE, Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing.UESP | MY529.ORG
Newsletter – January 2019. Resolve to invest in 2019. College planning tools coming soon to my529.org. my529 receives Morningstar’s highest rating for 8th consecutive year. Check the dashboard. Two documents you may need when you prepare your 2018 tax returns. Send your Utah tax refund to TAX DOCUMENTS TO ARRIVE THIS MONTH FOR ACCOUNT OWNERS Utah income tax return. If you are a Utah taxpayer who contributed to, withdrew from, or rolled money into or out of your my529 account (s) in 2020, my529 will issue Form TC-675H (my529 Tax Statement for Contributions, Withdrawals and Transfers) to you by January 31, 2021. Use TC-675H to claim Utah state income tax benefits and/or report SECURE ACT EXPANDS USES OF 529 FUNDS my529 accounts just became more versatile for your clients, thanks to new federal legislation. The SECURE (Setting Every Community Up for Retirement Enhancement) Act, signed into law on December 20, 2019, expands qualified higher education expenses to include repayment of qualified education loans. It also permits 529 funds to cover registered apprenticeships. UTAH'S EDUCATIONAL SAVINGS PLAN Save for college. Inspire their future. Learn how with my529, Utah\\\'s educational savings plan. LOGINFAQSPERFORMANCELEGAL DISCLAIMERCONTACT USFINANCIAL ADVISOR Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing.529 DAY 2021
Your child is about to finish another school year—one of the most challenging for many students. With their future in mind, my529 is celebrating 5•29 Day by offering a boost for their educational dreams. Up to $40 contributed to your new my529 account Open a new my529 account between May 1 FORMS, DOCUMENTS, DOWNLOADS AND REQUESTS Request an Enrollment Kit, Account Agreement form, or rollover form. Email info@my529.org. Call toll-free at 800.418.2551. my529 forms may be viewed and downloaded using Adobe Reader®. Click or in the following table to see or download a form. Then complete the form andsubmit it
FOR EMPLOYERS
A unique financial wellness benefit for your employees Are you looking for a competitive edge to attract and retain high-quality talent? According to a Bank of America survey, 62% of employers feel a high degree of responsibility for their employees’ financial wellness. Plus, the number of employees who see their financial wellness as atleast
MY529'S GIFT PROGRAM How the my529 Gift Program works For account owners. To enroll in the my529 Gift Program, log in to your my529 account at my529.org. Select Gift Program to activate your gift page. A link to a personal gift page and a unique gift code will display on your computer screen. MY529 - WITH COLLEGE IN THE FUTURE, Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing.UESP | MY529.ORG
Newsletter – January 2019. Resolve to invest in 2019. College planning tools coming soon to my529.org. my529 receives Morningstar’s highest rating for 8th consecutive year. Check the dashboard. Two documents you may need when you prepare your 2018 tax returns. Send your Utah tax refund to TAX DOCUMENTS TO ARRIVE THIS MONTH FOR ACCOUNT OWNERS Utah income tax return. If you are a Utah taxpayer who contributed to, withdrew from, or rolled money into or out of your my529 account (s) in 2020, my529 will issue Form TC-675H (my529 Tax Statement for Contributions, Withdrawals and Transfers) to you by January 31, 2021. Use TC-675H to claim Utah state income tax benefits and/or report SECURE ACT EXPANDS USES OF 529 FUNDS my529 accounts just became more versatile for your clients, thanks to new federal legislation. The SECURE (Setting Every Community Up for Retirement Enhancement) Act, signed into law on December 20, 2019, expands qualified higher education expenses to include repayment of qualified education loans. It also permits 529 funds to cover registered apprenticeships. FORMS, DOCUMENTS, DOWNLOADS AND REQUESTS Request an Enrollment Kit, Account Agreement form, or rollover form. Email info@my529.org. Call toll-free at 800.418.2551. my529 forms may be viewed and downloaded using Adobe Reader®. Click or in the following table to see or download a form. Then complete the form andsubmit it
529 DAY 2021
Your child is about to finish another school year—one of the most challenging for many students. With their future in mind, my529 is celebrating 5•29 Day by offering a boost for their educational dreams. Up to $40 contributed to your new my529 account Open a new my529 account between May 1 LEARN ABOUT MY529, UTAH’S OFFICIAL 529 COLLEGE SAVINGS PLAN. Payments on qualified education loans. This includes amounts paid—as principal or interest—on any qualified education loan of the beneficiary, or a sibling of the designated beneficiary. Withdrawals for loan repayments are limited to a total of $10,000 from all 529 accounts. Distributions to a sibling also have a UNDERLYING INVESTMENTS Each investment option consists of one or more underlying funds. The underlying investments are managed by Vanguard Group, Dimensional Fund Advisors, Pacific Investment Management Company (PIMCO), or are held in trust by my529 at Sallie Mae Bank and U.S. Bank. Account owners do not own the underlying investments that constitute any my529investment option.
STATIC INVESTMENT OPTIONS 0.157%. 20/80 Conservative. This option aims to provide income through a higher allocation to bonds and capital preservation funds while also allowing for some limited growth from stock investments. 0.158%. Fixed Income. This option aims to provide investment income. 0.139%.FDIC-Insured.
MY529 ASSET FEE STRUCTURE TABLE 4/2021 my529 Asset Fee Structure Table Asset Fee Structure Table Annual Asset-Based Fees Estimated 1. Underlying Fund Expense Ratios1,* my529 Administrative A PLAN FOR YOUR STUDENTS’ FUTURE As educators and school administrators, you oversee the hard work and success of students each academic year. You can help them further pave the path to their future educational goals by distributing information about college savings with my529, Utah’s educational savings plan. A special offer If you are a Utah resident and open a new MY529 INVESTMENT OPTIONS ALLOCATION TABLES my529 Investment Options Allocation Tables 1. Money invested in my529’s underlying FDIC-insured accounts is held in trust by my529 at Sallie Mae Bank and U.S. Bank. Contributions to and earnings on the UNDERLYING INVESTMENTS Each investment option consists of one or more underlying funds. The underlying investments are managed by The Vanguard Group and Dimensional Fund Advisors, Pacific Investment Management Company (PIMCO), or are held in trust by my529 at Sallie Mae Bank and U.S. Bank. Account owners do not own the underlying investments that constitute any my529 investment option. FORM 510 BENEFICIARY CHANGE/CORRECTION my529.org | 800.418.2551 Page 1 of 2 The term my529 is a registered service mark. . Form 510 | December 2019 Form 510 Beneficiary Change/Correction ABOUT THIS FORM Complete this form to make corrections regarding the current beneficiary or to change the beneficiary on a current my529 account to another beneficiary. UTAH'S EDUCATIONAL SAVINGS PLAN Save for college. Inspire their future. Learn how with my529, Utah\\\'s educational savings plan. LOGINFAQSPERFORMANCELEGAL DISCLAIMERCONTACT USFINANCIAL ADVISOR Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing.529 DAY 2021
Your child is about to finish another school year—one of the most challenging for many students. With their future in mind, my529 is celebrating 5•29 Day by offering a boost for their educational dreams. Up to $40 contributed to your new my529 account Open a new my529 account between May 1 FORMS, DOCUMENTS, DOWNLOADS AND REQUESTS Request an Enrollment Kit, Account Agreement form, or rollover form. Email info@my529.org. Call toll-free at 800.418.2551. my529 forms may be viewed and downloaded using Adobe Reader®. Click or in the following table to see or download a form. Then complete the form andsubmit it
FOR EMPLOYERS
A unique financial wellness benefit for your employees Are you looking for a competitive edge to attract and retain high-quality talent? According to a Bank of America survey, 62% of employers feel a high degree of responsibility for their employees’ financial wellness. Plus, the number of employees who see their financial wellness as atleast
MY529'S GIFT PROGRAM Give the gift of education. Whether achieving a secure job, a dream career or expanding the mind, higher education can pay off for a lifetime. Likewise, contributing to someone’s my529 account could be a gift that has a lasting impact. MY529 - WITH COLLEGE IN THE FUTURE, Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing.UESP | MY529.ORG
Newsletter – January 2019. Resolve to invest in 2019. College planning tools coming soon to my529.org. my529 receives Morningstar’s highest rating for 8th consecutive year. Check the dashboard. Two documents you may need when you prepare your 2018 tax returns. Send your Utah tax refund to TAX DOCUMENTS TO ARRIVE THIS MONTH FOR ACCOUNT OWNERS Utah income tax return. If you are a Utah taxpayer who contributed to, withdrew from, or rolled money into or out of your my529 account (s) in 2020, my529 will issue Form TC-675H (my529 Tax Statement for Contributions, Withdrawals and Transfers) to you by January 31, 2021. Use TC-675H to claim Utah state income tax benefits and/or report SECURE ACT EXPANDS USES OF 529 FUNDS my529 accounts just became more versatile for your clients, thanks to new federal legislation. The SECURE (Setting Every Community Up for Retirement Enhancement) Act, signed into law on December 20, 2019, expands qualified higher education expenses to include repayment of qualified education loans. It also permits 529 funds to cover registered apprenticeships. UTAH'S EDUCATIONAL SAVINGS PLAN Save for college. Inspire their future. Learn how with my529, Utah\\\'s educational savings plan. LOGINFAQSPERFORMANCELEGAL DISCLAIMERCONTACT USFINANCIAL ADVISOR Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing.529 DAY 2021
Your child is about to finish another school year—one of the most challenging for many students. With their future in mind, my529 is celebrating 5•29 Day by offering a boost for their educational dreams. Up to $40 contributed to your new my529 account Open a new my529 account between May 1 FORMS, DOCUMENTS, DOWNLOADS AND REQUESTS Request an Enrollment Kit, Account Agreement form, or rollover form. Email info@my529.org. Call toll-free at 800.418.2551. my529 forms may be viewed and downloaded using Adobe Reader®. Click or in the following table to see or download a form. Then complete the form andsubmit it
FOR EMPLOYERS
A unique financial wellness benefit for your employees Are you looking for a competitive edge to attract and retain high-quality talent? According to a Bank of America survey, 62% of employers feel a high degree of responsibility for their employees’ financial wellness. Plus, the number of employees who see their financial wellness as atleast
MY529'S GIFT PROGRAM Give the gift of education. Whether achieving a secure job, a dream career or expanding the mind, higher education can pay off for a lifetime. Likewise, contributing to someone’s my529 account could be a gift that has a lasting impact. MY529 - WITH COLLEGE IN THE FUTURE, Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing.UESP | MY529.ORG
Newsletter – January 2019. Resolve to invest in 2019. College planning tools coming soon to my529.org. my529 receives Morningstar’s highest rating for 8th consecutive year. Check the dashboard. Two documents you may need when you prepare your 2018 tax returns. Send your Utah tax refund to TAX DOCUMENTS TO ARRIVE THIS MONTH FOR ACCOUNT OWNERS Utah income tax return. If you are a Utah taxpayer who contributed to, withdrew from, or rolled money into or out of your my529 account (s) in 2020, my529 will issue Form TC-675H (my529 Tax Statement for Contributions, Withdrawals and Transfers) to you by January 31, 2021. Use TC-675H to claim Utah state income tax benefits and/or report SECURE ACT EXPANDS USES OF 529 FUNDS my529 accounts just became more versatile for your clients, thanks to new federal legislation. The SECURE (Setting Every Community Up for Retirement Enhancement) Act, signed into law on December 20, 2019, expands qualified higher education expenses to include repayment of qualified education loans. It also permits 529 funds to cover registered apprenticeships. FORMS, DOCUMENTS, DOWNLOADS AND REQUESTS Request an Enrollment Kit, Account Agreement form, or rollover form. Email info@my529.org. Call toll-free at 800.418.2551. my529 forms may be viewed and downloaded using Adobe Reader®. Click or in the following table to see or download a form. Then complete the form andsubmit it
UNDERLYING INVESTMENTS Each investment option consists of one or more underlying funds. The underlying investments are managed by Vanguard Group, Dimensional Fund Advisors, Pacific Investment Management Company (PIMCO), or are held in trust by my529 at Sallie Mae Bank and U.S. Bank. Account owners do not own the underlying investments that constitute any my529investment option.
A PLAN FOR YOUR STUDENTS’ FUTURE As educators and school administrators, you oversee the hard work and success of students each academic year. You can help them further pave the path to their future educational goals by distributing information about college savings with my529, Utah’s educational savings plan. A special offer If you are a Utah resident and open a new MY529 ASSET FEE STRUCTURE TABLE 4/2021 my529 Asset Fee Structure Table Asset Fee Structure Table Annual Asset-Based Fees Estimated 1. Underlying Fund Expense Ratios1,* my529 Administrative529 DAY 2021
Your child is about to finish another school year—one of the most challenging for many students. With their future in mind, my529 is celebrating 5•29 Day by offering a boost for their educational dreams. Up to $40 contributed to your new my529 account Open a new my529 account between May 1 STATIC INVESTMENT OPTIONS 0.157%. 20/80 Conservative. This option aims to provide income through a higher allocation to bonds and capital preservation funds while also allowing for some limited growth from stock investments. 0.158%. Fixed Income. This option aims to provide investment income. 0.139%.FDIC-Insured.
LEARN ABOUT MY529, UTAH’S OFFICIAL 529 COLLEGE SAVINGS PLAN. Payments on qualified education loans. This includes amounts paid—as principal or interest—on any qualified education loan of the beneficiary, or a sibling of the designated beneficiary. Withdrawals for loan repayments are limited to a total of $10,000 from all 529 accounts. Distributions to a sibling also have a MY529 INVESTMENT OPTIONS ALLOCATION TABLES my529 Investment Options Allocation Tables 1. Money invested in my529’s underlying FDIC-insured accounts is held in trust by my529 at Sallie Mae Bank and U.S. Bank. Contributions to and earnings on the UNDERLYING INVESTMENTS Each investment option consists of one or more underlying funds. The underlying investments are managed by The Vanguard Group and Dimensional Fund Advisors, Pacific Investment Management Company (PIMCO), or are held in trust by my529 at Sallie Mae Bank and U.S. Bank. Account owners do not own the underlying investments that constitute any my529 investment option. FREQUENTLY ASKED QUESTIONS Open your individual account online or by submitting an Individual Account Agreement ( Form 100 ). Open an individual, institutional, or UGMA/UTMA account by submitting the appropriate Account Agreement form (Form 100, 102, or 104 ). Forms are available at my529.org or by requesting a form at 800.418-2551. Learn more. UTAH'S EDUCATIONAL SAVINGS PLAN Save for college. Inspire their future. Learn how with my529, Utah\\\'s educational savings plan.LOGIN | MY529.ORG
Two decades of helping people: a history of my529. Newsletter – April 2020. More power for 529 funds. Two-factor security added to accounts. A valuable benefit for employers and employees. Operating Expense Ratios reduced for nine funds. $1 + $1 = Family fun withfinancial literacy.
LOGIN
Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing. FORMS, DOCUMENTS, DOWNLOADS AND REQUESTS Request an Enrollment Kit, Account Agreement form, or rollover form. Email info@my529.org. Call toll-free at 800.418.2551. my529 forms may be viewed and downloaded using Adobe Reader®. Click or in the following table to see or download a form. Then complete the form andsubmit it
FOR EMPLOYERS
A unique financial wellness benefit for your employees Are you looking for a competitive edge to attract and retain high-quality talent? According to a Bank of America survey, 62% of employers feel a high degree of responsibility for their employees’ financial wellness. Plus, the number of employees who see their financial wellness as atleast
UNDERLYING INVESTMENTS Each investment option consists of one or more underlying funds. The underlying investments are managed by Vanguard Group, Dimensional Fund Advisors, Pacific Investment Management Company (PIMCO), or are held in trust by my529 at Sallie Mae Bank and U.S. Bank. Account owners do not own the underlying investments that constitute any my529investment option.
MY529 - WITH COLLEGE IN THE FUTURE, Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing. SECURE ACT EXPANDS USES OF 529 FUNDS my529 accounts just became more versatile for your clients, thanks to new federal legislation. The SECURE (Setting Every Community Up for Retirement Enhancement) Act, signed into law on December 20, 2019, expands qualified higher education expenses to include repayment of qualified education loans. It also permits 529 funds to cover registered apprenticeships. FAQ: TWO-FACTOR AUTHENTICATION (2FA) Important Legal Notice. Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, FORM 505 ACCOUNT OWNER/AGENT CHANGE my529.org | 800.418.2551 Page 3 of 3 The term my529 is a registered service mark. . Form 505 | December 2019 5 Signature Authorizations A. Current Account Owner/Agent By signing below, • I understand that I may not revoke the change in account owners and that I am surrendering all rights, interest in, and control over the account. UTAH'S EDUCATIONAL SAVINGS PLAN Save for college. Inspire their future. Learn how with my529, Utah\\\'s educational savings plan.LOGIN | MY529.ORG
Two decades of helping people: a history of my529. Newsletter – April 2020. More power for 529 funds. Two-factor security added to accounts. A valuable benefit for employers and employees. Operating Expense Ratios reduced for nine funds. $1 + $1 = Family fun withfinancial literacy.
LOGIN
Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing. FORMS, DOCUMENTS, DOWNLOADS AND REQUESTS Request an Enrollment Kit, Account Agreement form, or rollover form. Email info@my529.org. Call toll-free at 800.418.2551. my529 forms may be viewed and downloaded using Adobe Reader®. Click or in the following table to see or download a form. Then complete the form andsubmit it
FOR EMPLOYERS
A unique financial wellness benefit for your employees Are you looking for a competitive edge to attract and retain high-quality talent? According to a Bank of America survey, 62% of employers feel a high degree of responsibility for their employees’ financial wellness. Plus, the number of employees who see their financial wellness as atleast
UNDERLYING INVESTMENTS Each investment option consists of one or more underlying funds. The underlying investments are managed by Vanguard Group, Dimensional Fund Advisors, Pacific Investment Management Company (PIMCO), or are held in trust by my529 at Sallie Mae Bank and U.S. Bank. Account owners do not own the underlying investments that constitute any my529investment option.
MY529 - WITH COLLEGE IN THE FUTURE, Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing. SECURE ACT EXPANDS USES OF 529 FUNDS my529 accounts just became more versatile for your clients, thanks to new federal legislation. The SECURE (Setting Every Community Up for Retirement Enhancement) Act, signed into law on December 20, 2019, expands qualified higher education expenses to include repayment of qualified education loans. It also permits 529 funds to cover registered apprenticeships. FAQ: TWO-FACTOR AUTHENTICATION (2FA) Important Legal Notice. Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, FORM 505 ACCOUNT OWNER/AGENT CHANGE my529.org | 800.418.2551 Page 3 of 3 The term my529 is a registered service mark. . Form 505 | December 2019 5 Signature Authorizations A. Current Account Owner/Agent By signing below, • I understand that I may not revoke the change in account owners and that I am surrendering all rights, interest in, and control over the account. SAVING FOR COLLEGE CAMPAIGN Invest in education with my529 Welcome to my529! Please find information below that might be helpful as you research 529 plans and begin your college-savings journey. If you have any questions, please don’t hesitate to call us at 800.418.2551. my529 is a tax-advantaged 529 educational savings plan designed to make it easier for familiesto
UNDERLYING INVESTMENTS Each investment option consists of one or more underlying funds. The underlying investments are managed by Vanguard Group, Dimensional Fund Advisors, Pacific Investment Management Company (PIMCO), or are held in trust by my529 at Sallie Mae Bank and U.S. Bank. Account owners do not own the underlying investments that constitute any my529investment option.
LEARN ABOUT MY529, UTAH’S OFFICIAL 529 COLLEGE SAVINGS PLAN. Payments on qualified education loans. This includes amounts paid—as principal or interest—on any qualified education loan of the beneficiary, or a sibling of the designated beneficiary. Withdrawals for loan repayments are limited to a total of $10,000 from all 529 accounts. Distributions to a sibling also have aHOW TO CONTRIBUTE
The cost of college seems to rise as fast as children grow. Start saving early. How to contribute Contributions to your account can be made by anyone. No minimum contribution is required. Check Mail a check to my529, PO Box 145100, Salt Lake City, UT 84114-5100. The check should be payable to my529. Include the my529 STATIC INVESTMENT OPTIONS 0.157%. 20/80 Conservative. This option aims to provide income through a higher allocation to bonds and capital preservation funds while also allowing for some limited growth from stock investments. 0.158%. Fixed Income. This option aims to provide investment income. 0.139%.FDIC-Insured.
MY529 ASSET FEE STRUCTURE TABLE 4/2021 my529 Asset Fee Structure Table Asset Fee Structure Table Annual Asset-Based Fees Estimated 1. Underlying Fund Expense Ratios1,* my529 Administrative MY529 INVESTMENT OPTIONS ALLOCATION TABLES my529 Investment Options Allocation Tables 1. Money invested in my529’s underlying FDIC-insured accounts is held in trust by my529 at Sallie Mae Bank and U.S. Bank. Contributions to and earnings on the TAX DOCUMENTS TO ARRIVE THIS MONTH FOR ACCOUNT OWNERS Utah income tax return. If you are a Utah taxpayer who contributed to, withdrew from, or rolled money into or out of your my529 account (s) in 2020, my529 will issue Form TC-675H (my529 Tax Statement for Contributions, Withdrawals and Transfers) to you by January 31, 2021. Use TC-675H to claim Utah state income tax benefits and/or report TAX BENEFITS ALLOW YOUR SAVINGS TO POTENTIALLY GROW FASTER. Important Legal Notice. Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, A PLAN FOR YOUR STUDENTS’ FUTURE As educators and school administrators, you oversee the hard work and success of students each academic year. You can help them further pave the path to their future educational goals by distributing information about college savings with my529, Utah’s educational savings plan. A special offer If you are a Utah resident and open a new UTAH'S EDUCATIONAL SAVINGS PLAN Save for college. Inspire their future. Learn how with my529, Utah\\\'s educational savings plan. LOGINFAQSPERFORMANCELEGAL DISCLAIMERCONTACT USFINANCIAL ADVISOR Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing. FORMS, DOCUMENTS, DOWNLOADS AND REQUESTS Request an Enrollment Kit, Account Agreement form, or rollover form. Email info@my529.org. Call toll-free at 800.418.2551. my529 forms may be viewed and downloaded using Adobe Reader®. Click or in the following table to see or download a form. Then complete the form andsubmit it
529 DAY 2021
Your child is about to finish another school year—one of the most challenging for many students. With their future in mind, my529 is celebrating 5•29 Day by offering a boost for their educational dreams. Up to $40 contributed to your new my529 account Open a new my529 account between May 1FOR EMPLOYERS
A unique financial wellness benefit for your employees Are you looking for a competitive edge to attract and retain high-quality talent? According to a Bank of America survey, 62% of employers feel a high degree of responsibility for their employees’ financial wellness. Plus, the number of employees who see their financial wellness as atleast
UNDERLYING INVESTMENTS Each investment option consists of one or more underlying funds. The underlying investments are managed by Vanguard Group, Dimensional Fund Advisors, Pacific Investment Management Company (PIMCO), or are held in trust by my529 at Sallie Mae Bank and U.S. Bank. Account owners do not own the underlying investments that constitute any my529investment option.
FEES AND EXPENSES
0.000 percent to 0.115 percent. ($0.00 to $1.15 per $1,000 invested) Customized Investment Options. 0.000 percent to 0.330 percent. ($0.00 to $3.30 per $1,000 invested) (Underlying Fund Expenses do not appear on your quarterly statements because Vanguard and Dimensional deductthem.
MY529'S GIFT PROGRAM How the my529 Gift Program works For account owners. To enroll in the my529 Gift Program, log in to your my529 account at my529.org. Select Gift Program to activate your gift page. A link to a personal gift page and a unique gift code will display on your computer screen. MY529 - WITH COLLEGE IN THE FUTURE, Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing. FORM 505 ACCOUNT OWNER/AGENT CHANGE my529.org | 800.418.2551 Page 3 of 3 The term my529 is a registered service mark. . Form 505 | December 2019 5 Signature Authorizations A. Current Account Owner/Agent By signing below, • I understand that I may not revoke the change in account owners and that I am surrendering all rights, interest in, and control over the account. UTAH'S EDUCATIONAL SAVINGS PLAN Save for college. Inspire their future. Learn how with my529, Utah\\\'s educational savings plan. LOGINFAQSPERFORMANCELEGAL DISCLAIMERCONTACT USFINANCIAL ADVISOR Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing. FORMS, DOCUMENTS, DOWNLOADS AND REQUESTS Request an Enrollment Kit, Account Agreement form, or rollover form. Email info@my529.org. Call toll-free at 800.418.2551. my529 forms may be viewed and downloaded using Adobe Reader®. Click or in the following table to see or download a form. Then complete the form andsubmit it
529 DAY 2021
Your child is about to finish another school year—one of the most challenging for many students. With their future in mind, my529 is celebrating 5•29 Day by offering a boost for their educational dreams. Up to $40 contributed to your new my529 account Open a new my529 account between May 1FOR EMPLOYERS
A unique financial wellness benefit for your employees Are you looking for a competitive edge to attract and retain high-quality talent? According to a Bank of America survey, 62% of employers feel a high degree of responsibility for their employees’ financial wellness. Plus, the number of employees who see their financial wellness as atleast
UNDERLYING INVESTMENTS Each investment option consists of one or more underlying funds. The underlying investments are managed by Vanguard Group, Dimensional Fund Advisors, Pacific Investment Management Company (PIMCO), or are held in trust by my529 at Sallie Mae Bank and U.S. Bank. Account owners do not own the underlying investments that constitute any my529investment option.
FEES AND EXPENSES
0.000 percent to 0.115 percent. ($0.00 to $1.15 per $1,000 invested) Customized Investment Options. 0.000 percent to 0.330 percent. ($0.00 to $3.30 per $1,000 invested) (Underlying Fund Expenses do not appear on your quarterly statements because Vanguard and Dimensional deductthem.
MY529'S GIFT PROGRAM How the my529 Gift Program works For account owners. To enroll in the my529 Gift Program, log in to your my529 account at my529.org. Select Gift Program to activate your gift page. A link to a personal gift page and a unique gift code will display on your computer screen. MY529 - WITH COLLEGE IN THE FUTURE, Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing. FORM 505 ACCOUNT OWNER/AGENT CHANGE my529.org | 800.418.2551 Page 3 of 3 The term my529 is a registered service mark. . Form 505 | December 2019 5 Signature Authorizations A. Current Account Owner/Agent By signing below, • I understand that I may not revoke the change in account owners and that I am surrendering all rights, interest in, and control over the account. FORMS, DOCUMENTS, DOWNLOADS AND REQUESTS Request an Enrollment Kit, Account Agreement form, or rollover form. Email info@my529.org. Call toll-free at 800.418.2551. my529 forms may be viewed and downloaded using Adobe Reader®. Click or in the following table to see or download a form. Then complete the form andsubmit it
529 DAY 2021
Your child is about to finish another school year—one of the most challenging for many students. With their future in mind, my529 is celebrating 5•29 Day by offering a boost for their educational dreams. Up to $40 contributed to your new my529 account Open a new my529 account between May 1 LEARN ABOUT MY529, UTAH’S OFFICIAL 529 COLLEGE SAVINGS PLAN. Payments on qualified education loans. This includes amounts paid—as principal or interest—on any qualified education loan of the beneficiary, or a sibling of the designated beneficiary. Withdrawals for loan repayments are limited to a total of $10,000 from all 529 accounts. Distributions to a sibling also have a UNDERLYING INVESTMENTS Each investment option consists of one or more underlying funds. The underlying investments are managed by Vanguard Group, Dimensional Fund Advisors, Pacific Investment Management Company (PIMCO), or are held in trust by my529 at Sallie Mae Bank and U.S. Bank. Account owners do not own the underlying investments that constitute any my529investment option.
ROLLOVERS - MY529
It’s easy to roll over money into my529 from another 529 plan (or vice versa). Important considerations Internal Revenue Service (IRS) rules allow funds to be rolled over from one state’s 529 plan to another state’s 529 plan once every 12 months for the same beneficiary. Alternatively, you can roll over funds between 529 plans STATIC INVESTMENT OPTIONS 0.157%. 20/80 Conservative. This option aims to provide income through a higher allocation to bonds and capital preservation funds while also allowing for some limited growth from stock investments. 0.158%. Fixed Income. This option aims to provide investment income. 0.139%.FDIC-Insured.
MY529 ASSET FEE STRUCTURE TABLE 4/2021 my529 Asset Fee Structure Table Asset Fee Structure Table Annual Asset-Based Fees Estimated 1. Underlying Fund Expense Ratios1,* my529 Administrative MY529 INVESTMENT OPTIONS ALLOCATION TABLES my529 Investment Options Allocation Tables 1. Money invested in my529’s underlying FDIC-insured accounts is held in trust by my529 at Sallie Mae Bank and U.S. Bank. Contributions to and earnings on the A PLAN FOR YOUR STUDENTS’ FUTURE As educators and school administrators, you oversee the hard work and success of students each academic year. You can help them further pave the path to their future educational goals by distributing information about college savings with my529, Utah’s educational savings plan. A special offer If you are a Utah resident and open a new EXCITING CHANGES THIS SUMMER FROM MY529 my529 will enhance offerings for account owners We are: Moving Age-Based investment options to Enrollment Date investment options. Providing a Net Asset Value (NAV), or a unit price, for each option. Adding ticker symbols to each option to facilitate tracking on financial platforms. If you own an Age-Based option. Your account will be moved automatically UTAH'S EDUCATIONAL SAVINGS PLAN Save for college. Inspire their future. Learn how with my529, Utah\\\'s educational savings plan. FORMS, DOCUMENTS, DOWNLOADS AND REQUESTS Request an Enrollment Kit, Account Agreement form, or rollover form. Email info@my529.org. Call toll-free at 800.418.2551. my529 forms may be viewed and downloaded using Adobe Reader®. Click or in the following table to see or download a form. Then complete the form andsubmit it
LOGIN
Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing.FOR EMPLOYERS
A unique financial wellness benefit for your employees Are you looking for a competitive edge to attract and retain high-quality talent? According to a Bank of America survey, 62% of employers feel a high degree of responsibility for their employees’ financial wellness. Plus, the number of employees who see their financial wellness as atleast
LEARN ABOUT MY529, UTAH’S OFFICIAL 529 COLLEGE SAVINGS PLAN. Payments on qualified education loans. This includes amounts paid—as principal or interest—on any qualified education loan of the beneficiary, or a sibling of the designated beneficiary. Withdrawals for loan repayments are limited to a total of $10,000 from all 529 accounts. Distributions to a sibling also have a UNDERLYING INVESTMENTS Each investment option consists of one or more underlying funds. The underlying investments are managed by Vanguard Group, Dimensional Fund Advisors, Pacific Investment Management Company (PIMCO), or are held in trust by my529 at Sallie Mae Bank and U.S. Bank. Account owners do not own the underlying investments that constitute any my529investment option.
UESP | MY529.ORG
Newsletter – January 2019. Resolve to invest in 2019. College planning tools coming soon to my529.org. my529 receives Morningstar’s highest rating for 8th consecutive year. Check the dashboard. Two documents you may need when you prepare your 2018 tax returns. Send your Utah tax refund to MY529'S GIFT PROGRAM How the my529 Gift Program works For account owners. To enroll in the my529 Gift Program, log in to your my529 account at my529.org. Select Gift Program to activate your gift page. A link to a personal gift page and a unique gift code will display on your computer screen. TAX BENEFITS ALLOW YOUR SAVINGS TO POTENTIALLY GROW FASTER. Gift tax benefits. A provision of 529 plans allows you to make a lump-sum gift to a beneficiary of up to $75,000 (up to $150,000 if you are married and file a joint tax return) in MY529 - WITH COLLEGE IN THE FUTURE, Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing. UTAH'S EDUCATIONAL SAVINGS PLAN Save for college. Inspire their future. Learn how with my529, Utah\\\'s educational savings plan. FORMS, DOCUMENTS, DOWNLOADS AND REQUESTS Request an Enrollment Kit, Account Agreement form, or rollover form. Email info@my529.org. Call toll-free at 800.418.2551. my529 forms may be viewed and downloaded using Adobe Reader®. Click or in the following table to see or download a form. Then complete the form andsubmit it
LOGIN
Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing.FOR EMPLOYERS
A unique financial wellness benefit for your employees Are you looking for a competitive edge to attract and retain high-quality talent? According to a Bank of America survey, 62% of employers feel a high degree of responsibility for their employees’ financial wellness. Plus, the number of employees who see their financial wellness as atleast
LEARN ABOUT MY529, UTAH’S OFFICIAL 529 COLLEGE SAVINGS PLAN. Payments on qualified education loans. This includes amounts paid—as principal or interest—on any qualified education loan of the beneficiary, or a sibling of the designated beneficiary. Withdrawals for loan repayments are limited to a total of $10,000 from all 529 accounts. Distributions to a sibling also have a UNDERLYING INVESTMENTS Each investment option consists of one or more underlying funds. The underlying investments are managed by Vanguard Group, Dimensional Fund Advisors, Pacific Investment Management Company (PIMCO), or are held in trust by my529 at Sallie Mae Bank and U.S. Bank. Account owners do not own the underlying investments that constitute any my529investment option.
UESP | MY529.ORG
Newsletter – January 2019. Resolve to invest in 2019. College planning tools coming soon to my529.org. my529 receives Morningstar’s highest rating for 8th consecutive year. Check the dashboard. Two documents you may need when you prepare your 2018 tax returns. Send your Utah tax refund to MY529'S GIFT PROGRAM How the my529 Gift Program works For account owners. To enroll in the my529 Gift Program, log in to your my529 account at my529.org. Select Gift Program to activate your gift page. A link to a personal gift page and a unique gift code will display on your computer screen. TAX BENEFITS ALLOW YOUR SAVINGS TO POTENTIALLY GROW FASTER. Gift tax benefits. A provision of 529 plans allows you to make a lump-sum gift to a beneficiary of up to $75,000 (up to $150,000 if you are married and file a joint tax return) in MY529 - WITH COLLEGE IN THE FUTURE, Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing. FORMS, DOCUMENTS, DOWNLOADS AND REQUESTS Request an Enrollment Kit, Account Agreement form, or rollover form. Email info@my529.org. Call toll-free at 800.418.2551. my529 forms may be viewed and downloaded using Adobe Reader®. Click or in the following table to see or download a form. Then complete the form andsubmit it
UNDERLYING INVESTMENTS Each investment option consists of one or more underlying funds. The underlying investments are managed by Vanguard Group, Dimensional Fund Advisors, Pacific Investment Management Company (PIMCO), or are held in trust by my529 at Sallie Mae Bank and U.S. Bank. Account owners do not own the underlying investments that constitute any my529investment option.
HOW TO CONTRIBUTE
The cost of college seems to rise as fast as children grow. Start saving early. How to contribute Contributions to your account can be made by anyone. No minimum contribution is required. Check Mail a check to my529, PO Box 145100, Salt Lake City, UT 84114-5100. The check should be payable to my529. Include the my529 MY529'S GIFT PROGRAM Give the gift of education. Whether achieving a secure job, a dream career or expanding the mind, higher education can pay off for a lifetime. Likewise, contributing to someone’s my529 account could be a gift that has a lasting impact.ROLLOVERS - MY529
It’s easy to roll over money into my529 from another 529 plan (or vice versa). Important considerations Internal Revenue Service (IRS) rules allow funds to be rolled over from one state’s 529 plan to another state’s 529 plan once every 12 months for the same beneficiary. Alternatively, you can roll over funds between 529 plans FREQUENTLY ASKED QUESTIONS Open your individual account online or by submitting an Individual Account Agreement ( Form 100 ). Open an individual, institutional, or UGMA/UTMA account by submitting the appropriate Account Agreement form (Form 100, 102, or 104 ). Forms are available at my529.org or by requesting a form at 800.418-2551. Learn more. CSA PROGRAM SPOTLIGHT Texas CSA gives a boost to children A Texas children’s savings account (CSA) program is making a difference in its community by helping families build college savings and foster pathways toward postsecondary education. Dollars for College, a CSA program sponsored by Communities Foundation of Texas and the United Way of Metropolitan Dallas, opens my529 scholarship ‘BOOK YOUR SUMMER’ WITH MY529, UTAH STATE LIBRARY CONTEST FOR IMMEDIATE RELEASE: Contact: Bryn Ramjoue’, Marketing Director, 801.321.7161, bramjoue@my529.org Printable PDF April 20, 2020 Utah readers 18 and under can win one of four $1,000 my529 scholarships (Salt Lake City) When Utah students spend some time with a good book this summer, they may also get a chance to win a $1,000 scholarship.my529,
FINANCIAL ADVISORS
Important Legal Notice. Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives,AGE-BASED MODERATE
How it works The Age-Based Moderate investment option allocates 80 percent of your account balance to one domestic equity fund and two international equity funds, and 20 percent of the balance to three fixed-income funds and a stable value fund until your beneficiary reaches age 7. Vanguard Institutional Total Stock Market Index Fund Vanguard Developed Markets IndexEnroll Now
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MY529 EARNS MORNINGSTAR ANALYST RATINGâ„¢ OF GOLD FOR EIGHT YEARSSTRAIGHT.
PLEASE READ. THIS IS IMPORTANT. Do not invest with my529 until you read the Program Description.
If you are going to invest your money in a my529 account, we encourage you to learn how our college savings plan works. The Program Description explains the investment options, rules on contributions and withdrawals, tax benefits, fees, and risks. Your investment could lose value. Except for the FDIC-insured option, my529 investments aren’t guaranteed.So take a look.
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The term my529 is a registered service mark. IMPORTANT LEGAL NOTICE Investing is an important decision. Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing. The Program Description is available for download here, or a
printed copy can be mailed to you by requesting it online atinfo@my529.org.
ACCOUNT VALUE. The value of your my529 account may vary depending on market conditions and the performance of the my529 investment option you select. It could be more or less than the amount you contribute. In short, your investment could lose value. However, my529 offers some investments insured by the Federal Deposit Insurance Corporation (FDIC), which will guarantee that portion of your investment up to certain limits, as described below. NO GUARANTEES. Investments in my529 are not insured or guaranteed by my529, the Utah State Board of Regents, the Utah Higher Education Assistance Authority or any other state or federal agency. Your investment could lose value. However, Federal Deposit Insurance Corporation (FDIC) insurance is provided for the FDIC-insured accounts. Please read the Program Description to learn about the FDIC-insured accounts. Units in my529 have not been registered with the United States Securities and Exchange Commission or with any state securities commission. FDIC INSURANCE. Except as described in this paragraph, investments in my529 are not insured by the FDIC. However, my529 offers an FDIC-Insured investment option. In addition, my529 offers investment options that include FDIC-insured accounts as underlying investments. FDIC insurance, up to applicable limits, is provided for the FDIC-insured accounts held in trust by my529 at Sallie Mae Bank and U.S. Bank National Association (U.S. Bank) (collectively Banks). Contributions to and earnings on the FDIC-insured accounts are allocated between the Banks according to the following percentages: Sallie Mae Bank (90 percent) and U.S. Bank (10 percent). Money in the FDIC-insured accounts is insured by the FDIC on a pass-through basis to each account owner at each Bank up to the maximum amount set by federal law, which is $250,000 at each Bank. The amount of FDIC insurance provided to an account owner is based on the total of (1) the value of an account owner’s investment in the FDIC-insured accounts at each Bank plus (2) the value of other accounts (if any) owned by the account owner and held at each Bank, as determined by the Banks and by FDIC regulations. NON-UTAH TAXPAYERS AND RESIDENTS. The state in which you or your beneficiary pay taxes or live may offer a 529 plan that provides state tax or other benefits, such as financial aid, scholarship funds, and protection from creditors, not otherwise available to you by investing in my529. You should consider such benefits, if any, before investingin my529.
CONSULT AN ADVISOR. my529 does not provide legal, financial, investment, or tax advice, and the information provided on this website does not contain legal, financial, investment, or tax advice and cannot be construed as such or relied upon for those purposes. You should consult your own tax or legal advisor to determine the effect of federal and state tax laws on your particular situation. MORNINGSTAR RATING. A Morningstar Analyst Rating for a 529 college savings plan is not a credit or risk rating. Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions. Morningstar does not represent its analyst ratings to be guarantees. Please visit Morningstar.com for more information about the analyst ratings, as well as other Morningstar ratings and fund rankings. my529 does not pay commissions, loads, or sales charges to financial advisors, nor does it endorse financial advisors.×
THE MY529 OFFICE WILL BE CLOSED ON WEDNESDAY, JULY 24, IN OBSERVANCE OF A UTAH STATE HOLIDAY. ACCOUNT ACCESS AT MY529.ORG WILL BE AVAILABLE FOR ACCOUNT OWNERS TO TRANSACT BUSINESS. THANK YOU.Details
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