PA 529 Guaranteed Savings Plan

A lower-risk plan designed to help your savings keep pace with rising tuition.

Enroll
OR

PA 529 Investment Plan

Choose from 13 investment options from The Vanguard Group, one of the nation's largest financial services companies. Account growth depends on market conditions.

Enroll

Enrollment Checklist

When setting up your PA 529 plan, please have the following information ready:

  • You: Address, birth date, Social Security number*
  • Your Bank (to make contributions from a checking or savings account): Your account number, routing number for your bank, and/or a "voided" blank check
  • Your Successor (optional, in case of incapacity or death): Birth date
  • Beneficiary (person for whom you're saving): Birth date, Social Security number*

PA 529 IP Plan only:

For UGMA or UTMA accounts, please use this form for the PA 529 GSP and this form for the PA 529 IP.

*We are required by federal law to obtain, verify, and record information that identifies each person who opens an account. If you don't provide the requested information, we may not be able to open your account. If we are unable to verify your identity, PA 529 reserves the right to close your account and return any contributions or take other steps we deem reasonable.

The Pennsylvania 529 College Savings Program sponsors two plans - the PA 529 Guaranteed Savings Plan (GSP) and the PA 529 Investment Plan (IP). The guarantee of the PA 529 GSP is an obligation of the GSP Fund, not the Commonwealth of Pennsylvania or any state agency. Before investing in either plan, please carefully read that plan's disclosure statement to learn more about that plan including investment objectives, risks, fees, and tax implications.

If you are not a Pennsylvania 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 that state's qualified tuition program.