North Dakota's College SAVE Plan
North Dakota's College SAVE 529 College Savings Plan lets you "picture the future" by saving now for future college expenses. It's designed to meet your needs with a flexible, low-cost plan that includes:
- Tax-advantaged investing1
- North Dakota state tax deduction2
- Investment options managed by Vanguard
- Matching grant opportunity for qualified North Dakota residents
- More ways to save with Ugift® - Give College Savings and Upromise® rewards3
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 Rollovers from another state's 529 plan are not considered eligible for the state income tax deduction. North Dakota residents can deduct up to $5,000 ($10,000 if marreid filing jointly) from their state taxable income for contributions.
3 The Upromise rewards service is an optional service offered by Upromise, Inc., is separate from College SAVE, and is not affiliated with the State of North Dakota 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 North Dakota's College SAVE Plan, call 1-866-SAVE-529 (1-866-728-3529) or visit www.collegesave4u.com to obtain a Plan Disclosure Statement. Investment objectives, risks, charges, expenses, and other important information are included in the Plan Disclosure Statement; read and consider it carefully before investing.
If you are not a North Dakota 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 College SAVE Plan is a 529 Plan established by the State of North Dakota. Bank of North Dakota acts as trustee of the College SAVE Trust and is responsible for administering the Plan. Upromise Investments, Inc. and Upromise Investment Advisors, LLC serve as the Plan Manager and Recordkeeping and Servicing Agent, respectively, with overall responsibility for the day-to-day operations, including marketing and distribution of the Plan. The Vanguard Group, Inc., provides underlying investments for the Plan. The Plan's Portfolios, although they invest in mutual funds, are not mutual funds. Units of the Portfolios are municipal fund securities and the value of units will vary with market conditions. Upromise Investments, Inc., Distributor and Underwriter.
Investment returns are not guaranteed, and you could lose money by investing in the Plan.
Not FDIC Insured. No Bank, State or Federal Guarantee. May Lose Value.