HI529 - Hawaii's College Savings Program
Hawaii's HI529 is a college savings plan that's a smart, affordable way to save for a child's future education. Enjoy today while helping create a better tomorrow with:
- Tax-advantaged investing1
- Federal tax advantages
- Investment options from Vanguard
- Low minimum: Open a HI529 account with as little as $15
- More ways to save with Ugift® - Give College Savings and Upromise® rewards2
As of December 2, 2013 Upromise Investments, Inc., Upromise Investment Advisors, LLC and Upromise Investments Recordkeeping Services, LLC are no longer affiliated with Upromise, Inc., SLM Corporation, Sallie Mae Bank, or its affiliates.
1 The availability of tax or other benefits may be contingent on meeting other requirements.
Upromise, the Upromise logo, and Ugift are registered service marks of Upromise, Inc.
State Street Global Advisors and SSgA are registered trademarks of State Street Corporation.
All other marks are the exclusive property of their respective owners. Used with permission.
2 The Upromise rewards service is an optional service offered by Upromise, Inc., is separate from HI529 - Hawaii's College Savings Program, and is not affiliated with the State of Hawaii. Specific terms and conditions apply. Participating companies, contribution levels and conditions subject to change without notice. Transfers subject to a $25 minimum. Upromise, Inc. is affiliated with Upromise Investments, Inc. and Sallie Mae
For more information about HI529 - Hawaii's College Savings Program, visit www.hi529.com or request one by calling 1-866-529-3343. Investment objectives, risks, charges, expenses, and other important information are included in the Disclosure Statement, read and consider it carefully before investing.
If you are not a Hawaii taxpayer, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.
The State of Hawaii's College Savings Program Trust Fund (the "Trust") is a trust created by the State of Hawaii. When you invest in HI529 - Hawaii's College Savings Program (the "Plan"), you are purchasing portfolio units issued by the Trust. Portfolio units are municipal securities. The Plan is administered by the Director of Finance of the Department of Budget and Finance on behalf of the State of Hawaii. Upromise Investments, Inc. and Upromise Investment Advisors, LLC, serve as the Program Manager and recordkeeping and administrative servicing agent, respectively, with overall responsibility for the day-to-day operations, including effecting transactions. The Vanguard Group, Inc. serves as Investment Manager for the Plan. The Plan's portfolios, although they invest in mutual funds, are not mutual funds. Upromise Investments, Inc. is the Distributor and Underwriter.
Investment returns are not guaranteed, and you could lose money by investing in the Plan.