Form 505

Category: FAN Library

Form 505

What to do if a my529 account owner dies

Helping your clients manage the financial aspects of a loved one’s passing can be a difficult task. If the deceased […]
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Utah is changing—is your firm staying current?

As Utahns, we know the state is changing quickly. But we also know that your clients have many of the […]

SECURE 2.0 and 529s: What we know

Share any information with you as soon as the IRS issues guidance, to help you inform your clients on their […]

FAFSA makes changes (FAN Winter 2023)

The Free Application for Federal Student Aid (FAFSA) has recently undergone changes that financial advisors should be aware of to […]

Click here to bookmark your login page (FAN Winter 2023)

You asked, we answered. Thank you for providing us your feedback to the financial advisor login page. We listened to your suggestions […]

What forms are DocuSign-eligible? (FAN Winter 2023)

DocuSign can be an efficient way to submit forms to my529 on your client’s behalf. While many of the forms […]
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2023 year-end deadlines (FAN Winter 2023)

Be sure to mark year-end deadlines for transactions on your clients’ my529 accounts. Transactions must be received by my529 to […]

Personalized portals offer unique gifting experience (FAN Winter 2023)

The gifting season is upon us, and we want to help your clients make it memorable. Our Gift Program allows your clients […]

Not just luck: my529 earns top Morningstar honor for 13th straight year (FAN Winter 2023)

Morningstar’s annual review of 529 plans named my529 as one of only two plans in 2024 to receive the Analyst […]

Bulk up: Download statements for multiple accounts (FAN Fall 2023)

You’ve asked for efficient ways to manage clients’ my529 accounts. Now one feature has arrived. my529 has created a path […]

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Important Legal Notice

Investing is an important decision. The investments in your account may vary with market conditions and could lose value. Carefully read the Program Description in its entirety for more information and consider all investment objectives, risks, charges and expenses before investing. For a copy of the Program Description, call 800.418.2551 or visit my529.org.

Account Value. Investments in my529 are not insured or guaranteed by my529, the Utah Board of Higher Education, the Utah Education Savings Board of Trustees, any other state or federal agency, or any third party. However, Federal Deposit Insurance Corporation (FDIC) insurance is provided for the FDIC-Insured investment option. In addition, my529 offers investment options that are partially insured for the portion of the respective investment option that that includes FDIC-insured accounts as an underlying investments. Units in my529 have not been registered with the United States Securities and Exchange Commission or with any state securities commission.

FDIC insurance is subject to limits set by federal law. Click here for more information about FDIC Insurance.

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 investing in my529.

Consult an advisor. my529 does not provide legal, financial, investment, or tax advice, and the information provided on this website does not contain 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.

Information on this website is believed to be accurate when posted and is qualified in its entirety by the Program Description.