The dashboard, available in Account Access at my529.org, offers a detailed view of investments, with the following information in graph form: • account value • transaction summary • cu
Trang 1©2019 my529 |The term my529 is a registered service mark.
College planning tools available 2
my529 receives Morningstar gold 2
Check the dashboard 3
Preparing your 2018 tax returns 3
Utah students win college scholarships 4
Your Utah tax refund 4
standard
the
MY529 MAKES IT EASY FOR YOU
WITH AUTOMATED CONTRIBUTIONS
By the time you read this, if you’re anything like most people,
you have likely set some New Year’s resolutions … and then
broken them.
Someone even marked a day for that January 17 is apparently
Ditch New Year’s Resolution Day.
However, for all the good things we want to do—lose weight,
get organized, exercise more, save money—we are often vague
about the execution The way to succeed in your resolutions,
according to a New York Times article titled “How to Make (and
Keep) a New Year’s Resolution,” is to be SMART about them
SMART, the January 2018 article explains, stands for Specific,
Measurable, Achievable, Relevant, and Time-bound The concept
comes from a 1981 management journal but is still used in
management circles—and now, resolutions.
This year, you could resolve to get SMART about investing funds for education Since the holidays are over, January is a great time to assess your goals and time horizon Investing for future educational expenses, regardless of how much you contribute,
is a resolution you will want to keep.
The easiest method to make SMART contributions regularly to your my529 account is by scheduling automatic transactions Say you set up a monthly contribution of $X to be transferred from your bank account to your my529 account Voila! Your
contribution is Specific, Measurable, Achievable, Relevant, and Time-bound Resolution success unlocked.
By logging in to Account Access, you can arrange electronic contributions through your bank or credit union You can also submit Form 200 for One-Time or Recurring Electronic Contributions Authorization/Change by mail.
Set it and let your contributions accumulate, allowing for potential growth Even automating small contributions can add
up over time The earlier you start, the more time you have to invest As an example, investing $20 a month over 18 years could yield $6,984, while a $50 monthly investment could turn into
$17,460 over the same period Investing $100 monthly for 18 years could become $34,920 (All numbers assume a 5 percent annual rate of return, compounded monthly with no initial contribution, and are used for illustrative purposes only.) Other ways to be SMART about my529 contributions include inviting family and friends to contribute toward your beneficiary’s education via the my529 Gift Program If you get a raise this year, think about contributing that percentage to your my529 account You could contribute all or some of your tax refund if you receive one for the 2018 tax year (Utah residents can donate a tax refund,
in whole or in part, directly to their my529 account See page 4 for details.)
Resolve to Invest in 2019
Trang 2College planning tools coming soon to my529.org
Your child’s higher education could be years away or within sight
Starting in February 2019, my529 is pleased to offer new college
preparation tools through Invite Education to help you explore
your options.
A free College Savings Estimator will be available at my529.org
Start by entering a few details—beneficiary’s grade, hometown,
current savings, monthly contribution, and type of college or
technical school they want to attend To determine your results,
highlight a college or average cost and decide on a savings goal
Change the variables to look at different scenarios You do not
need to own a my529 account to use the estimator.
For a deeper dive, my529 account owners will be able to log in
to Account Access and set up a free Invite Education College
Planning Center profile The College Planning Center at Invite
Education’s website has comprehensive resources that include
financial calculators, test prep, a scholarship search engine, a
link to the federal student aid application (FAFSA), and college
application tools Account owners can use the profile to
customize and save information about their beneficiaries to plan
for upcoming college costs, entrance exams, and scholarship and
financial aid deadlines.
Invite Education is a third-party site The content of that site is for
informational purposes only my529 is not responsible for and has
no control over the content of the Invite Education website Any
information you enter within the Invite Education portal is neither
stored by nor protected by my529
BUILT FOR THE
CHALLENGE
Once again, Utah’s my529 ranks among the top 529 educational savings plans
in the nation Morningstar Research Services LLC, which provides independent investment research, rated my529 with
a Morningstar Analyst Rating™ of Gold for 2018 This is the eighth consecutive year that my529 has earned Morningstar’s premier accolade Morningstar Research Services LLC is a subsidiary of
Morningstar Inc.
“Utah’s my529 has a new name, but its core tenets of robust investments, low cost, and exceptional state oversight remain,” wrote Madeline Hume, Morningstar manager research analyst for multi-asset and alternative strategies, in
her October 30, 2018, report “We reaffirm its Morningstar Analyst Rating™ of Gold.” Morningstar evaluated 62 plans
nationwide in the annual report, with my529 as one of four to earn the Gold rating Morningstar’s Manager Research Group assesses 529 plans based on oversight, underlying investment quality, the asset-allocation approach used by the age-based portfolios, fees, and performance.
A Morningstar Analyst RatingTM 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 receives Morningstar’s highest
Trang 3Two documents you may need when you prepare your 2018 tax returns
YOU CAN GET A DETAILED LOOK AT YOUR
ACCOUNT ACTIVITY WITH THIS ONLINE TOOL
Take a glance at your my529 accounts, and how your investments
and funds are performing, all on one page.
The dashboard, available in Account Access at my529.org, offers
a detailed view of investments, with the following information in
graph form:
• account value
• transaction summary
• current value of accounts by underlying fund
• investment allocation by type
View how your investment has performed over time, and
a summary of account activity that includes contributions,
dividends, withdrawals, transfers/exchanges, administrative fees,
and market gain/loss.
Look at data for an individual account, or aggregate data if you
own multiple accounts.
To access the dashboard, log in to Account Access, and click the
“Dashboard” button at the top right.
It’s tax time, and you may find yourself
wondering what documentation you
need regarding your my529 account
Federal Income Tax Return
If you withdrew or rolled over money
from the accounts you owned in 2018,
my529 is required to issue you IRS
Form 1099-Q (Payments From Qualified
Education Programs) by Jan 31, 2019 If
the withdrawal was sent to the account’s
beneficiary or to an eligible educational
institution, the beneficiary will receive
Form 1099-Q.
The 1099-Q reports the total of all
withdrawals you made in 2018 You
do not need to report the portion that
is earnings on your tax return if you
used a withdrawal for qualified higher
education expenses, such as tuition
and fees; required books, supplies, and
equipment; computers and internet
access; and certain room and board
costs You can also withdraw up to
$10,000 for K-12 tuition expenses at a
public, private, or religious school for your beneficiary.
If you used a withdrawal to pay for nonqualified expenses, the earnings portion is subject to federal income tax
as ordinary income An additional 10 percent federal tax penalty on the earnings portion also may apply Utah taxpayers must add back the amount of
a nonqualified withdrawal as income on their Utah state income tax form for
2018 The taxpayer’s 1099-Q will list the earnings portion of a
nonqualified withdrawal.
Utah Income Tax Return
If you are a Utah taxpayer who contributed to, withdrew from, or transferred money to your my529 account(s) in 2018, my529 will issue Form TC-675H (my529 Tax Statement for Contributions, Withdrawals and Transfers) to you by Jan 31, 2019 Use
TC-675H to claim Utah state income tax benefits and/or report nonqualified withdrawals, rollovers, and transfers on your 2018 Utah state income tax return my529 will send a copy of your TC-675H
to the Utah State Tax Commission You
do not need to attach your TC-675H
to your Utah state income tax return Keep your TC-675H to substantiate your claim for a tax credit if the Utah State Tax Commission audits you.
See the Program Description for more information about the TC-675H as it relates to the Uniform Gifts to Minors Act/Uniform Transfers to Minors Act (UGMA/UTMA) custodial accounts and accounts owned by Utah trusts
or corporations
If you do not receive your Form 1099-Q
or your TC-675H by January 31, 2019, contact my529 The forms are also available online at my529.org through Account Access.
CHECK THE DASHBOARD
Trang 4my529 materials now available in Spanish
For more than two decades, my529 has been sharing the importance of saving for higher education Now, that message is available in Spanish.
In October, my529 published its website, Program Description, enrollment forms, and other resources
in Spanish Translated materials are located at my529.org via the “Español” link This effort furthers my529’s commitment to share the importance
of preparing for education expenses with a wider audience
To learn more or to request Spanish materials, call toll-free at 800.418.2551,
or email marketing@my529.org.
Send your Utah tax refund to a my529 account
529 plans are known for their tax benefits Utah taxpayers can take advantage of yet
another tax-related benefit by contributing all or part of their 2018 Utah state income
tax refund directly into their my529 accounts.
On Utah tax form TC-40, enter the amount of the refund you want to go to your
my529 account(s).
Part 1 - Deceased Taxpayer Information
If the taxpayer shown on page 1 is deceased, enter the date of death here: •
If the spouse shown on page 1 is deceased, enter the date of death here: •
If you are claiming a refund for a deceased taxpayer and are not the surviving spouse, enter “X”: •
You must complete and attach form TC-131 to the return
Part 2 - Fiscal Year Filer
If filing a fiscal year return (a year other than January 1 through December 31), enter the fiscal year end (mm/yy) •
See incometax.utah.gov/filing/fiscal-year-filing mm/yy
Part 3 - Federal Form 8886 filed
If you filed federal form 8886, Reportable Transaction Disclosure Statement, enter “X”: •
Get form and instructions at irs.gov.
Part 4 - Voluntary Contributions (write the code and amount of each voluntary contribution)
See explanation of each contribution at incometax.utah.gov/contributions and/or the TC-40 instructions
02 Pamela Atkinson Homeless Account Code Amount Code
03 Kurt Oscarson Children’s Organ Transplant Account
05 School District and Nonprofit School District Foundation - enter school district code •
See instructions for school district codes, or get codes at
incometax.utah.gov/contributions/school-districts •
15 Clean Air Fund
16 Governor’s Suicide Prevention Fund •
Total voluntary contributions (enter the total here and on TC-40, page 2, line 28):
Part 5 - Voluntary Subtractions from Refund
1 Enter the amount of your refund you want deposited into your my529 (formerly UESP) account(s): • 1
See instructions Also see my529.org, or call 1-800-418-2551
2 Enter the amount of your refund you want applied to your 2019 taxes: • 2
Total voluntary subtractions (enter the total here and on TC-40, page 2, line 44):
May not be greater than the amount on line 43.
Part 6 - Direct Deposit to Foreign Account
If you choose to direct deposit your refund to an account outside the United States and its territories, enter “X”: •
The Tax Commission cannot transfer a refund to an account outside the United States and its territories
By checking this box, your refund will not be direct deposited but will be sent to you by check
Part 7 - Property Owner’s Residential Exemption Termination Declaration
If you are a Utah residential property owner and declare you no longer qualify to receive a residential exemption • Enter “X”
authorized under UC §59-2-103 for your primary residence, enter “X” and enter the county code where the
residence is located (see instructions for county codes and additional information) • Enter code
Mail Utah State Tax Commission Mail Utah State Tax Commission
RETURNS WITH 210 N 1950 W ALL OTHER 210 N 1950 W
PAYMENTS to: Salt Lake City, UT 84134-0266 RETURNS to: Salt Lake City, UT 84134-0260
USTC ORIGINAL FORM
40803
/ / / / /
.00 00 00 00 00 00 00 00
Eight Utah students won $1,000 college scholarships for their artistic visions in my529 and StepUp to Higher Education’s
Make Your Mark bookmark contest.
The contest, which is in its ninth year, runs during September
as part of College Savings Month The purpose is to increase awareness within the state of Utah about saving for future education costs while promoting art, reading, and postsecondary education
Kindergarten through third-grade winners were Athena S., a second-grader from Granite School District; and Sarah S., a third-grader from Jordan School District.
Two sixth-grade students won the 4-6 grade category:
Brandon D from Weber School District, and Sofia G from Alpine School District.
Seventh-grader Hanxiao S from Salt Lake City School District and eighth-grader Beatrice P from Granite School District triumphed
in the 7-8 grade category.
High school students Rachel P and Katie W represented grades nine through 12 Rachel is a sophomore in Alpine School District, and Katie, a junior, is from Davis School District
A panel of five judges reviewed the submissions Gov Gary Herbert and First Lady Jeanette Herbert, University of Utah President Dr Ruth Watkins, Utah artist Rad Cuch, and KSL-TV meteorologist Kevin Eubank served as the 2018 judges
See the winning entries at my529.org.
Utah students win college scholarships
If you own more than one account, the tax refund contribution will be distributed
equally among all individual accounts Married couples who file jointly will have their
contribution allocated equally among all individual accounts.
Tax refunds will be contributed only to individual accounts, not to institutional or
UGMA/UTMA accounts
As an added bonus: The amount you contribute from your tax refund is eligible toward a
5 percent tax credit applied to the tax year you contribute to the account
Trang 5Investment Option Performance as of December 31, 2018
Age-Based
Investment Options Latest Month
Latest Three Months
Year to Date One Year
Average Annualized Return Inception
Date Three
Year Year Five Year Ten Inception Since Aggressive Global
Aggressive Domestic
Moderate
Conservative
Option 3 (Closed to new investments)
Important Legal Notice
Investing is an important decision Read the Program Description in its entirety for more information and consider all investment objectives, risks, charges, and expenses before investing Call 800.418.2551 for a copy of the Program Description or visit my529.org.
Investments in my529 are not insured or guaranteed by my529, the Utah State Board of Regents, the Utah Higher Education Assistance Authority or any other state or federal agency Your investment could lose value However, Federal Deposit Insurance Corporation (FDIC) insurance is provided for the FDIC-insured accounts Please read the Program Description to learn about the FDIC-insured accounts.
The state in which you or your beneficiary pays taxes or lives 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.
my529 does not provide legal, financial, investment, or tax advice, and the information provided in this document does not contain legal, financial, investment, or tax 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.
2
3
5
Important Legal Notice
Investing is an important decision Read the Program Description in its
entirety for more information and consider all investment objectives,
risks, charges, and expenses before investing Call 800.418.2551 for
a copy of the Program Description or visit my529.org Investments
in my529 are not insured or guaranteed by my529, the Utah State
Board of Regents, the Utah Higher Education Assistance Authority or
any other state or federal agency Your investment could lose value
However, Federal Deposit Insurance Corporation (FDIC) insurance
is provided for the FDIC-insured accounts Please read the Program
Description to learn about the FDIC-insured accounts The state in
which you or your beneficiary pays taxes or lives 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 my529 does not provide legal, financial, investment, or tax advice, and the information provided in this document does not contain legal, financial, investment, or tax 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.
Important Information Regarding Investments in my529
The performance returns shown in the table above are based on
a $10,000 beginning account balance, assuming the money was invested on the first day and held until the last day of each period shown These returns only reflect the performance returns of a hypothetical $10,000 investment for a particular investment option over the stated period of time reflected in the table, not for individual accounts Individual account performance will vary based on the timing of the initial and subsequent investments, withdrawals (if any), and the account balances The returns shown above (a) take into account the underlying investment performance for each period;
Trang 6my529’s historical and monthly returns are available online at my529.org.
Static Investment Options Latest Month
Latest Three Months
Year to Date One Year
Average Annualized Return Inception
Date Three
Year Year Five Year Ten Inception Since
Equity - 30% International -8.14% -13.91% -8.03% -8.03% 7.25% 5.70% 10.99% 8.72% 10/3/2008 Equity - 10 % International -9.23% -14.73% -7.47% -7.47% 7.75% 6.50% 12.52% 9.57% 4/1/2003
Public Treasurers' Investment Fund: Utah Resident 0.23% 0.67% 2.40% 2.40% 1.59% 1.17% 0.94% 2.71% 11/3/1996 Public Treasurers' Investment Fund: Non-Utah Resident 0.22% 0.63% 2.25% 2.25% 1.43% 1.01% 0.73% 2.59% 11/3/1996
Customized
Investment Options Latest Month
Latest Three Months
Year to Date One Year
Average Annualized Return Inception
Date Three
Year Year Five Year Ten Inception Since Vanguard Funds
VG Institutional Total Stock Market Index Fund -9.30% -14.30% -5.32% -5.32% 8.81% 7.74% N/A 12.03% 2/1/2010
VG Institutional Index Fund -9.04% -13.56% -4.60% -4.60% 9.03% 8.27% N/A 12.07% 2/1/2010
VG Small-Cap Value Index Fund -11.46% -17.55% -12.39% -12.39% 6.78% 5.03% N/A 8.13% 6/21/2013
VG Small-Cap Growth Index Fund -10.70% -19.34% -5.87% -5.87% 8.18% 5.04% N/A 8.30% 6/21/2013
VG Total Int'l Stock Index Fund -4.85% -11.71% -14.55% -14.55% 4.38% 0.78% N/A 1.85% 5/6/2011
VG Developed Markets Index Fund -5.33% -13.11% -14.61% -14.61% 3.31% 0.68% N/A 4.57% 2/1/2010
VG International Value Fund -5.66% -12.05% -14.68% -14.68% 4.34% -0.25% N/A 3.74% 2/1/2010
VG International Growth Fund -6.90% -14.79% -12.73% -12.73% 8.21% 3.47% N/A 7.04% 2/1/2010
VG Emerging Markets Stock Index Fund -2.97% -6.33% -14.70% -14.70% 7.68% 1.18% N/A 2.91% 6/21/2013
VG Total Bond Market Index Fund 1.79% 1.57% -0.19% -0.19% 1.85% 2.27% N/A 2.80% 2/1/2010
VG Short-Term Investment-Grade Fund 0.72% 0.62% 0.79% 0.79% 1.80% 1.61% N/A 1.75% 8/1/2011
VG Short-Term Inflation-Protected Securities Index Fund 0.15% -0.29% 0.40% 0.40% 1.20% N/A N/A 0.28% 2/3/2014
VG Total International Bond Index Fund 1.14% 1.80% 2.70% 2.70% 3.15% N/A N/A 3.49% 2/3/2014
Dimensional Funds
DFA Global Equity Portfolio -8.88% -15.11% -11.65% -11.65% 6.68% 4.24% N/A 7.11% 6/21/2013 DFA Global Allocation 60/40 Portfolio -4.98% -8.88% -6.59% -6.59% 5.02% N/A N/A 3.55% 2/2/2015 DFA Global Allocation 25/75 Portfolio -1.65% -3.21% -2.04% -2.04% 2.98% N/A N/A 2.06% 2/2/2015 DFA Five-Year Global Fixed Income Portfolio 0.58% 1.19% 1.47% 1.47% 1.61% N/A N/A 1.15% 4/16/2015 DFA U.S Large Cap Value Portfolio -11.02% -14.76% -11.82% -11.82% 7.50% 5.62% N/A 8.64% 6/21/2013 DFA U.S Small Cap Value Portfolio -12.80% -20.31% -15.29% -15.29% 5.08% 1.97% N/A 5.58% 6/21/2013 DFA US Sustainability Core 1 Portfolio -10.03% -16.16% -6.91% -6.91% N/A N/A N/A 1.80% 7/14/2017 DFA Real Estate Securities Portfolio -7.54% -5.19% -3.18% -3.18% 3.38% 8.29% N/A 7.40% 6/21/2013 DFA International Value Portfolio -6.11% -14.67% -17.65% -17.65% 3.89% -0.54% N/A 3.05% 6/21/2013 DFA One-Year Fixed Income Portfolio 0.36% 0.73% 1.66% 1.66% 1.01% 0.64% N/A 0.59% 6/21/2013 Public Treasurers' Investment Fund 0.22% 0.64% 2.21% 2.21% 1.39% 0.97% N/A 0.72% 2/1/2010
The information above shows the returns for the following underlying investments and are net of the my529 Administrative Asset Fee Returns on an account invested in the Customized Age-Based or Customized Static investment options will depend upon the underlying investment allocation chosen by the account owner/agent In addition, individual account performance will vary based on the timing of the investments in the investment option, any cash flow in or out of the my529 account during the investment period, and on the balances in the my529 accounts
Important Information Regarding Investments in my529
The performance returns shown in the table above are based on a $10,000 beginning account balance, assuming the money was invested on the first day and held until the last day of each period shown These returns only reflect the performance returns of a hypothetical $10,000 investment for a particular investment option over the stated period of time reflected in the table, not for individual accounts Individual account performance will vary based on the timing of the initial and subsequent investments, withdrawals (if any), and the account balances
The returns shown above (a) take into account the underlying investment performance for each period; (b) show applicable interest and dividends; and (c) are net of the Administrative Asset Fee charged by my529 during such periods Beginning on January 1, 2010, and ending on September 30, 2014, the Administrative Maintenance Fee of up to $15 annually was not reflected on the returns The Administrative Mail Delivery Fee was included in the performance calculations until September 2014 The fee no longer applies to my529 accounts
For age-based and static investment options, performance returns shown above assume that (a) prior to January 1, 2007, the investment options did not rebalance; (b) beginning January 1, 2007, and ending December 31, 2012, investment options rebalanced on January 1 of each year to match the target allocations for each investment option in effect at the time; and (c) beginning January 1,
2013, investment returns are based on the aggregate market value of the investment options, which reflect the actual investment rebalancing that takes place on the birthday of each beneficiary For these reasons and the reasons stated above, the actual returns in an individual account will not match those shown in the tables
The age brackets in the age-based investment options were changed on July 14, 2017 On that date, the number of age brackets was increased and the investment allocation for each age bracket was changed The investment option performance shown in the table reflects the historical performance returns for the corresponding age bracket that existed before July 14, 2017 For more information, see the Program Description
Past performance does not guarantee future results
Notes
1 Year-to-date calculations are based on a calendar year; January 1 to the current month-end date
2 Average Annualized Returns for investment options with an inception date in the past 12 months are cumulative and non-annualized
3 The inception date is the first date that (a) the investment option was offered and/or received a contribution, or (b) the underlying fund was offered as part of either the Customized Age-Based
or Customized Static investment options
4 The age brackets in the age-based investment options shown in the table were changed on July 14, 2017 Investment option performance before this date reflects the returns for the
corresponding age bracket that existed prior to July 14, 2017
5 Option 3 was closed to new investments as of August 24, 2011, and performance will display as “NA” when there are no accounts remaining in an age band
6 Closed to new investments beginning on July 25, 2011
7 Public Treasurers’ Investment Fund is a pool of money managed by the Utah state treasurer in short-term investments Closed to new investments as an underlying investment in the
Customized Age-Based and Customized Static investment options beginning on July 25, 2011
1
2
3
1
2
3
6
7
(b) show applicable interest and dividends; and (c) are net of the
Administrative Asset Fee charged by my529 during such periods
Beginning on January 1, 2010, and ending on September 30, 2014,
the Administrative Maintenance Fee of up to $15 annually was not
reflected on the returns The Administrative Mail Delivery Fee was
included in the performance calculations until September 2014 The
fee no longer applies to my529 accounts For age-based and static
investment options, performance returns shown above assume that
(a) prior to January 1, 2007, the investment options did not rebalance;
(b) beginning January 1, 2007, and ending December 31, 2012,
investment options rebalanced on January 1 of each year to match
the target allocations for each investment option in effect at the time;
and (c) beginning January 1, 2013, investment returns are based on
the aggregate market value of the investment options, which reflect
the actual investment rebalancing that takes place on the birthday of
each beneficiary For these reasons and the reasons stated above, the
actual returns in an individual account will not match those shown in
the tables The age brackets in the age-based investment options were
changed on July 14, 2017 On that date, the number of age brackets
was increased and the investment allocation for each age bracket
was changed The investment option performance shown in the table
age bracket that existed before July 14, 2017 For more information about the investment allocations for these age brackets and their corresponding age-based investment options, see the Program Description Past performance does not guarantee future results
Notes
1 Year-to-date calculations are based on a calendar year; January 1 to the current month-end date
2 Average Annualized Returns for investment options with an inception date in the past 12 months are cumulative and non-annualized
3 The inception date is the first date that (a) the investment option was offered and/or received a contribution, or (b) the underlying fund was offered as part of either the Customized Age-Based or Customized Static investment options
4 The age brackets in the age-based investment options shown in the table were changed on July 14, 2017 Investment option performance before this date reflects the returns for the corresponding age bracket that existed prior to July 14, 2017
5 Option 3 was closed to new investments as of August 24, 2011, and performance will display as “NA” when there are no accounts remaining in an age band
6 Closed to new investments beginning on July 25, 2011
7 Public Treasurers’ Investment Fund is a pool of money managed by the Utah state treasurer in short-term investments Closed to new investments as an underlying investment in the Customized Age-Based and Customized Static investment
Contact my529
Phone 800.418.2551 Fax 800.214.2956 Email info@my529.org Website my529.org Hours Monday through Friday,
7 a.m to 6 p.m MT
Mailing Address PO Box 145100
Salt Lake City, UT 84114-5100