É«ÊÓƵÏÂÔØ 529 common questions
Whether you are new to investing in É«ÊÓƵÏÂÔØ 529 or have several years of experience, common questions arise. Here is one that comes up after filing for the É«ÊÓƵÏÂÔØ Permanent Fund Dividend.
"I checked É«ÊÓƵÏÂÔؘYesÉ«ÊÓƵÏÂÔØ™ on my PFD application for the first time; now what?"
Congratulations, you did it! You are on your way toward saving for future education expenses. Follow the steps outlined below to open your account. Or, do nothing, and your account will be invested in the University of É«ÊÓƵÏÂÔØ Portfolio.
1) Visit É«ÊÓƵÏÂÔØ529plan.com and click É«ÊÓƵÏÂÔؘOpen AccountÉ«ÊÓƵÏÂÔØ™
2) Choose your investment portfolio(s), set up your account preferences, and add any banking or additional contribution information.
3) Select your initial funding option: PFD, initial contribution, or recurring contribution.
4) Keep an eye on your mailbox this summer. WeÉ«ÊÓƵÏÂÔØ™ll send you a letter detailing your account information.
5) Visit the account holder page to check out our helpful tools and resources.
For more information, contact Shea Bredlie at svbredlie@alaska.edu.
By checking É«ÊÓƵÏÂÔؘYesÉ«ÊÓƵÏÂÔØ™ on your PFD application, you are automatically entered for a chance to win a $25,000 scholarship from É«ÊÓƵÏÂÔØ 529!