Master List of State-Sponsored 529 College Savings Plans
/This post will be updated with information provided by readers. Please leave a comment with at least the following information:
- Is the plan listed as a payee in Evolve Money?
- Does the plan allow non-qualified withdrawals to be made directly to a bank account?
The following information is not necessary, but is extremely helpful:
- What is the minimum initial contribution?
- What is the plan's web address?
- Are there any restrictions (i.e. residency) on opening an account (this is very rare)?
- Is there anything else people should know?
Here is the list of states. It'll be continually updated as people leave information in the comments. There may also be plans sponsored by US territories, federated republics, etc. Leave that information in comments and the list will be updated.
- Alabama
- Alaska John Hancock Freedom 529. Not in Evolve Money
- American Samoa
- Arizona
- Arkansas. Managed by Upromise Investments.
- California ScholarShare. Not in Evolve Money
- Colorado CollegeInvest 529. Managed by Upromise Investments. Not in Evolve Money
- Connecticut. Managed by Upromise Investments.
- Delaware
- District of Columbia
- Florida
- Georgia
- Guam
- Hawaii. Managed by Upromise Investments.
- Idaho. Managed by Upromise Investments.
- Illinois
- Indiana CollegeChoice 529 Direct Savings Plan. Managed by Upromise Investments. $25 initial contribution; in Evolve Money; allows non-qualified ACH withdrawals
- Iowa. Managed by Upromise Investments.
- Kansas. Managed by Upromise Investments.
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri. Managed by Upromise Investments.
- Montana. Managed by Upromise Investments.
- Nebraska. Managed by Upromise Investments.
- Nevada USAA 529 College Savings Plan. Managed by Upromise Investments. $250 initial contribution; in Evolve Money; allows non-qualified ACH withdrawals
- New Hampshire
- New Jersey
- New Mexico
- New York 529 College Savings Program. Managed by Upromise Investments. In Evolve Money; allows non-qualified ACH withdrawals
- North Carolina
- North Dakota. Managed by Upromise Investments.
- Northern Marianas Islands
- Ohio. Managed by Upromise Investments.
- Oklahoma
- Oregon
- Pennsylvania. Managed by Upromise Investments.
- Puerto Rico
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah Educational Savings Plan. In Evolve Money; does not allow non-qualified ACH withdrawals
- Vermont
- Virginia
- Virgin Islands
- Washington
- West Virginia. Record-keeping by Upromise Investments.
- Wisconsin
- Wyoming