Skip to main content

Webinar

Recorded

Using an Invest529 Account to Pay for College

17:21

This session is for Invest529 customers to gain a better understanding of how the account works to pay for education.

Topics discussed will include:

  • Communications sent from Invest529
  • Submitting documents and forms
  • Reporting 529 savings on the FAFSA
  • Other responsibilities and deadlines
  • Eligible schools and expenses covered
  • Tax forms and documentation