Address: 910 Yukon Drive, Suite 207 Fairbanks, AK 99775 View Map
Phone: 1-866-277-1005
Website:

About Us

Plan Overview

You've taken the first step toward your savings goals. This flexible and affordable 529 college savings plan is designed to help families save for future college expenses and reduce dependence on student loans and other debt. Since the UA College Savings Plan is a 529 plan, it's a tax-advantaged way to save for higher-education tuition and other education-related expenses. And, you can use your college savings at nearly any accredited higher education institution in the country. The UA College Savings Plan can make a real difference to your college savings. The Plan's tax-deferred savings potential creates an opportunity for long-term growth. Plus, the sooner you start saving, the more time your money has to potentially grow, so you may reduce your potential need for student loans or other debt, too. With flexible contributions, the option to lock in future tuition value at the University of Alaska, and several investment options, it all adds up—the best time to start saving is now.

The University of Alaska College Savings Plan Team is available at 1-866-277-1005!

 

Advantages

  • Anyone can open or contribute to a 529 account—family members, including grandparents and other relatives, and friends.
  • A low minimum investment—you can start with as little as $25/month.
  • You or your child's Permanent Fund Dividend (PFD) can be used to fund an account.
  • Any earnings are tax-deferred and distributions are federal tax-free if used to cover qualified expenses.
  • No annual account fee.
  • ACT Portfolio carries a UA Tuition-Value Guarantee.
  • Participants with an active account for two or more years may be eligible for resident tuition rates at the University of Alaska without regard to residency.
  • A variety of low cost, no load and no commission investment options.
  • Gift and Estate Tax benefits.
  • Account holders choose how and when funds are used.
  • Program management by T. Rowe Price.
  • Receive gifts with the GoTuitionSM gifting portal, a convenient way for friends and family to give online.
 
 

 

Terms & Conditions
If you are not an Alaska resident, you should compare this Plan with any 529 college savings plan offered by your home state or your beneficiary's home state and consider, before investing, any state tax or other state benefits, such as financial aid, scholarship funds, and protection from creditors that are only available for investments in the home state's plan. You can call 1-866-277-1005 or visit the forms section of our site to request a Plan Disclosure Document, which includes investment objectives, risks, fees, charges and expenses, and other information that you should read and consider carefully before investing. T. Rowe Price Investment Services, Inc., Distributor/Underwriter.

Tax benefits may be conditioned on meeting certain requirements, such as residency, purpose for or timing of distributions, or other factors, as applicable.

The material on this site has been provided to KTUU MomsEveryday by the University of Alaska College Savings Plan. This website is separate from the homepage of the University of Alaska College Savings Plan, which can be found here.
 

To learn more about a 529 College Savings Plan and the Alaska Permanent Fund Dividend (PFD), visit the Frequently Asked Questions page.