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Legal Disclosures

The Ohio Tuition Trust Authority (OTTA), a state agency within the Ohio Department of Higher Education, administers the CollegeAdvantage 529 Savings Program (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 12/31/2003 to new enrollments and contributions.

If you 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 the Program, 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. Prospective participants should seek the advice of a professional concerning any legal, financial, or tax consequences related to opening an account with the Program. OTTA cannot and will not provide legal, financial, or tax advice and the information on this website should not be construed as such.

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 OTTA or the State of Ohio. Participation in Upromise is optional and voluntary. OTTA assumes no responsibility whatsoever for any loss or damage that may arise out of your participation in Upromise. Specific terms and conditions apply.  Participating companies, contribution levels, terms, and conditions are subject to change without notice.

Upromise® is a registered service mark of Upromise, Inc.

Ugift® is a registered service mark of Ascensus Broker Dealer Services, Inc.

CollegeAdvantage and the Ohio Tuition Trust Authority/CollegeAdvantage logo are registered trademarks of OTTA. © 2015 Ohio Tuition Trust Authority. All rights reserved.

Revised: April 6, 2015

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