529 Plan definition

529 Plan means a qualified tuition program (as defined in 26 U.S.C. § 529). It is a tax-advantaged savings plan or prepaid tuition plan designed to help pay for education.

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529 Plan. A qualified prepaid tuition program or college savings plan within the definition of IRS Section 529 of the Code.

529 Plan means the Ivy InvestED 529 Plan, which is part of AZ529, Arizona’s Education Savings Plan created by the State of Arizona, which is a qualified tuition program within the meaning of Section 529 of the Code, or any successor provision.

Examples of 529 Plan in a sentence

• The cost of equipment (including associated maintenance), supplies and services used for communicating with and servicing Shareholders of the Fund and 529 Plan and Retirement Plan participants, or their agents, and other Fund offices or other agents of either the Fund or Price Services.

• Neither Voya Investments Distributor, LLC nor Tomorrow’s Scholar 529 Plan has independently verified such information.

• The cost of postage and freight for mailing materials to Shareholders and 529 Plan and Retirement Plan participants, or their agents, including overnight delivery, UPS and other express mail services and special courier services required to transport mail between Price Services locations and mail processing vendors.

• Eligible 529 Plan assets not held at ▇▇▇▇▇▇▇ ▇▇▇▇▇ ▇▇▇ be included in the calculation of rights of accumulation only if the account owner notifies his or her financial intermediary about such assets.

• Promptly and fully answer correspondence from shareholders, participants and Administrators relating to Shareholder Accounts, Retirement Accounts, and 529 Plan accounts, transfer agent procedures, and such other correspondence as may from time to time be mutually agreed upon with the Funds.

• Importantly, if you establish or hold your 529 Plan account on the ▇▇▇▇▇▇▇ omnibus platform, then the Unit Class your account will purchase will generally be based on your eligible assets or meeting other eligibility criteria as set forth in the ▇▇▇▇▇▇▇ Terms and Conditions.

• Price Services shall promptly and fully answer correspondence from shareholders, participants and Administrators relating to Shareholder Accounts, Retirement Accounts, and 529 Plan accounts, transfer agent procedures, and such other correspondence as may from time to time be mutually agreed upon with the Funds.

• Such fees include but are not limited to the small account fee, ▇▇▇ custodial fee, wire fee and any initial and annual fees for participation in the 529 Plan.

• Amounts contributed to Ohio CollegeAdvantage: Ohio’s 529 Plan 31.

• In all transactions covered by this Supplement you shall act only as agent for your customers and in no transaction shall you have authority to act as agent for the MFS 529 Plan, MFD, or any representative agent thereof, except as specified hereunder.

More Definitions of 529 Plan

529 Plan means the USAA 529 College Savings Plan, which is a College Savings Plan of Nevada created by the State of Nevada pursuant to Chapter 353B of the Nevada Revised Statutes, as amended, which is a qualified tuition program within the meaning of Section 529 of the Code, or any successor provision, offered by the Nevada College Savings Trust Fund and administered by the Nevada State Treasurer and is the subject of the 529 Agreement.

529 Plan means a qualified tuition program established pursuant to Section 529 of the Internal Revenue Code of 1986, as amended, including both a prepaid college tuition plan and a college savings plan.

529 Plan means a qualified tuition program established under and operated in accordance with Section 529 of the Code.

529 Plan is a commonly accepted name for any plan that adheres to the Code to invest for Qualified Higher Education Expenses.

529 Plan means a plan established and maintained pursuant to Section 529 of the IRC, as “qualified tuition plan,” which is designed to encourage and facilitate saving and investing funds by offering numerous tax and other advantages to pay for certain future primary, secondary and higher education expenses.