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  • Form 400 Internal Transfer - Utah Educational Savings Plan - Uesp

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My529 forms and documents can be accessed online, downloaded as PDFs, orboth. ... Download the Program Description; Open an account; Contribute to anaccount ... account from another 529 plan or transfer.

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Related content

Program D escription - Utah.gov
Jul 11, 2019 — my529 is a 529 plan legally known as a “qualified tuition program....
Learn more
Policies Archive - Utah System of Higher Education
Utah Transfer Guide · State Aid Programs · K-12 Outreach ... Purpose: To provide for...
Learn more

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Utah's educational savings plan is consistently recognized for investment options, stewardship and low fees. my529 is one of only two 529 plans in the nation to receive the Morningstar's Analyst RatingTM of Gold.

Utah's 529 college savings plan utilizes the Utah State Treasurer's fixed-income fund, Vanguard and Dimensional mutual funds in 4 different age-based options and 8 static portfolio options. The plan also offers the option of creating a customized age-based and/or static portfolio.

Regardless of your age, you can set up a Section 529 plan for yourself to fund educational expenses now or in the future. You can use the money in a 529 plan to upgrade your skills by just taking a few classes at a qualified college or trade school, or working towards a degree or advanced certificate.

How Do I Open a 529 Plan in Utah? Pick Your Form. Depending on who is opening the account, you may need one of several different forms, which are designated by number. ... Choose Your Beneficiary. ... Designate Successor Account Owners. ... Choose Your Investment Portfolio. ... Make a Contribution. ... Set Up an Account Online.

A 529 plan is a tax-advantaged vehicle designed to encourage individuals to invest for future qualified higher education expenses. 529 funds can also be used to pay up to $10,000 of annual K-12 tuition expenses. My529 is the official 529 plan established and sponsored by the State of Utah.

Unlike several 529 plans, the direct-sold Utah 529 plan requires no minimum contribution. You can open an account with as little or as much as you'd like. From there, you can contribute up to $540,000. This stands as one of the highest allowed 529 contributions in the country.

There is no minimum to open or contribute to a 529 account. With the automatic investment plan , the minimum contribution level is $15 per month or $45 per quarter.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Content Takedown Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232