National plans administered by Upromise Investments

Upromise Investments is pleased to offer several nationally distributed 529 plans, sold both direct to consumers and through financial advisors. Please note that these plans may offer special tax benefits for residents of the states in which they are sponsored.

Upromise College Fund 529 Plan 
The Upromise College Fund 529 Plan is a national plan that's designed to help you save today for college tomorrow. It's easy to start and flexible to use. Remember, their future begins with the Upromise College Fund.

• Investment options managed by Vanguard.
• Open an account for as little as $50 per month with an Automatic Investment Plan (AIP)¹ or make an initial contribution of $250.
• Generous maximum: Make contributions until your account balance reaches $310,000.
• Save even more with Ugift^® - Give College Savings.

For more information about this plan:
www.upromisecollegefund.com
1.800.587.7305

¹ A plan of regular investment cannot assure a profit or protect against a loss in a declining market.

The Vanguard 529 College Savings Plan
The Vanguard 529 College Savings Plan is a national plan that features 22 low-cost Vanguard investment options and high contribution limits.

• Take the guesswork out of saving for college by selecting one of three age-based investment options.
• Personally direct your investment plan by choosing from among 19 individual portfolios.

For more information about this plan:
www.vanguard.com
1.866.734.4530

iShares 529 Plan
The iShares 529 Plan is a national advisor-sold savings plan that gives parents, grandparents, and others a tax-advantaged way to save for a child's college education. The iShares 529 Plan features flexible portfolio solutions using iShares ETFs (exchange-traded funds).

• Know what you own: transparency regarding underlying securities and management fees.
• Built around one of the world's leading family of ETFs.
• High account maximum - $366,000.

For more information about this plan:
www.ishares529.com
1.888.529.9552

USAA College Savings Plan
The USAA College Savings Plan, originally designed for USAA members, is now available to the general public. Start investing in your child's college education today with the 529 College Savings Plan.

• Tax-advantaged investment account with high annual contribution limits.
• Choose from six fixed-allocation options or an age-based option.
• Let some of the industry's leading money managers manage your portfolio.
• Save even more with Ugift - Give College Savings.

For more information about this plan:
www.usaa.com
1.800.292.8825