Frequently Asked Questions
Select a Category:
Beneficiaries
1. Who can be a beneficiary?
     

Any individual qualifies as a beneficiary.  For most 529 plans the beneficiary can be any age.  There generally is no requirement for the account owner to be related to the beneficiary.
 
1. Who is included in the definition of a beneficiary's immediate family?
2. Can a child be the beneficiary of more than one 529 account?
Still Need Help? Ask An Expert

Do you want guidance in selecting a 529 plan?  Click the Contact Us button below and speak to a live advisor, or drop us an email and we will be pleased to assist you. If you are a do-it-yourself person, click the Professor for his assistance in sorting and ranking plans or click on the National Map to locate a specific state's 529 program.

 

 

 

 
 
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