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The Ohio Tuition Trust Authority (OTTA), a state agency within the Office of the Chancellor of the Ohio Board of Regents, administers the CollegeAdvantage 529 Savings Program. The Program is offered and sold as 1.) the CollegeAdvantage Direct 529 Savings Plan, and 2.) the CollegeAdvantage Advisor 529 Savings Plan, offered through BlackRock. OTTA also administers a prepaid tuition program called the CollegeAdvantage Guaranteed 529 Savings Plan, which remains closed since 2004 to new enrollments and contributions.
If you or your beneficiary are not an Ohio resident or taxpayer, before you invest, consider whether your home state offers a 529 Plan that provides its taxpayers with state tax and other benefits not available to you through CollegeAdvantage before making an investment.
Before investing in CollegeAdvantage, read the specific Plan’s Offering Statement and Participation Agreement. Except for the Fifth Third investment options, which are insured by the FDIC up to certain limits, investments in CollegeAdvantage are not insured or guaranteed. Participants assume all risk of investment, including the potential loss of principal.
Upromise is an optional service offered by Upromise, Inc. as an added value to CollegeAdvantage Direct 529 Plan Account Owners. Upromise is separate from the CollegeAdvantage Direct 529 Savings Plan and is not affiliated with the Ohio Tuition Trust Authority or the State of Ohio. Participation in Upromise is optional and voluntary. Specific terms and conditions apply. Participating companies, contribution levels, terms, and conditions are subject to change without notice.
Ugift is a registered service mark of Ascensus Broker Dealer Services, Inc. Upromise is a registered service mark of Upromise, Inc.
CollegeAdvantage and the Ohio Tuition Trust Authority/CollegeAdvantage logo are registered trademarks of the Ohio Tuition Trust Authority.
© 2013 Ohio Tuition Trust Authority. All rights reserved.