With CollegeBound Saver, you maintain control over your 529 funds. Always.

  • You choose how you want your money invested.
  • You determine when to withdraw the funds.
  • You decide which qualified education costs to use the funds for.
  • You change the beneficiary to another qualified family member.1

CollegeBound Saver offers:

1Section 529 defines a family member as: A son, daughter, stepson or stepdaughter, or a descendant of any such person; a brother, sister, stepbrother, or stepsister; the father or mother, or an ancestor of either; a stepfather or stepmother; a son or daughter of a brother or sister; a brother or sister of the father or mother; a son-in-law, daughter-in-law, father-in-law, mother-in-law, brother-in-law, or sister-in-law; the spouse of the beneficiary or the spouse of any individual described above; or a first cousin of the beneficiary. Gift or generation-skipping transfer taxes may apply. Please consult with your tax advisor for further information.

2Federal law permits you to move the assets in your CollegeBound Saver account to a different mix of investment options twice per calendar year.