Withdrawals, Rollovers, and Using Funds

• How to Handle School Refunds and Returned Payments
• Withdrawal Restrictions
• Withdrawal Processing Times
• Rollovers to a Roth IRA
• Transfer Funds Between Beneficiaries
• Pay for K-12 Expenses

Tax Information

• Tax Implications of Withdrawals
• Tax Benefits
• Pay for K-12 Expenses

Program Details

• Difference Between Beneficiary and Account Owner

Managing Your Account

• Why A 529 Account Opening Might be Delayed
• What Happens If The Beneficiary Changes Schools
• How Do I Open a 529 Account?
• Set Up and Manage Recurring Contributions Online
• Transfer Account to Child or Another Beneficiary
• Set up Direct Deposit

Gifting

• Managing and Tracking Gifts Made To A 529 Account
• How Contribution And Gifting Limits Work
• Send a Gift Online
• Manage Gift Contributions You Make

Contributions and Adding Money

• Set Up and Manage Recurring Contributions Online
• Make a Contribution Online
• Set up Direct Deposit
• Can't Make a Contribution
• Can't Withdraw Funds
• Set Up Savings Boosters