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Financial Advisor

Enrollment


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Review Plan & Select Portfolio


Carefully review plan overview and important information:

Plan Description (PDF)

With your client, select from our investment options powered by SPDR ETFs, utilizing passive exchange traded funds:1
 
College Date Portfolios
Risk-Based Portfolios
Static Portfolios

Or low-risk FDIC-insured option, managed by Sallie Mae Bank:

Savings Portfolio

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Determine Contribution

You and your client decide the contribution amount. Keep in mind:
  • Clients can open an account for as little as an initial contribution of $15 and subsequent contributions of $50.
  • The initial and ongoing contribution with automatic investment plan is $50 per month. Contributors can make a lump sum contribution, periodic contributions, or automatic contributions by payroll deduction or bank transfers.
  • Account owners can set up an Automatic Investment Plan for $50 per month or $150 per quarter from accounts held at a U.S. bank, savings and loan association, or credit union that is a member of the Automated Clearing House (ACH) network.*
  • Account owners can arrange for payroll direct deposit from participating employers for as little as $15 per pay period.
  • The maximum contribution amount is $370,000 per beneficiary, from all sources (including other 529 plans sponsored by the State of Nevada). 

    * A periodic investment plan cannot assume a profit or protect against a loss in declining market.

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Open Account

First-Time Application please fill out these two forms and mail to the address below:
Account Application (PDF)
Agent Authorization / Limited Power of Attorney (PDF)

Mail the completed forms along with the initial contribution to:
SSGA Upromise 529
P.O. Box 55578
Boston, MA 02205-5578

For overnight delivery or registered mail:
SSGA Upromise 529
95 Wells Ave., Suite 155
Newton, MA 02459-3204
1-800-587-7305

Once you have at least one account opened with the SSGA Upromise 529 Plan, you can easily enroll future accounts online by registering at: www.529quickview.com

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Manage Account

Once an account is opened, you can access your clients' accounts online at:
www.529quickview.com
Learn more about 529 QuickView (PDF)

 

 

1Although they invest in ETFs and/or mutual funds, the SSGA Upromise 529 Plan Portfolios are not ETFs or mutual funds themselves. An account owner will own units of the portfolio, which are municipal securities, not shares of the ETFs or mutual funds.

Plan Description
Account Application
Agent Authorization/Limited
Power of Attorney
529QuickView.com

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Literature & Forms

Access brochures, white papers and forms
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Advisor Tool Kit

Easy access to the materials you need to get started
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Contact Us

We are here to assist you. Request more information about our plan

FOR PUBLIC USE

IMPORTANT RISK INFORMATION
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

The statements and opinions expressed are subject to change at any time, based on market and other conditions. State Street cannot guarantee the accuracy of completeness of third party statements or data.

Investing involves risk including the risk of loss of principal. Investment returns will vary depending upon the performance of the Portfolios you choose. Except to the extent of FDIC insurance available for the Savings Portfolio, you could lose all or a portion of your money by investing in the Plan, depending on market conditions. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.

ETFs trade like stocks, fluctuate in market value and may trade at prices above or below the ETFs’ net asset value. Brokerage commissions and ETF expenses will reduce returns.

The SSGA Upromise 529 Plan (the “Plan”) is administered by the Board of Trustees of the College Savings Plans of Nevada (the “Board”). Ascensus Broker Dealer Services, LLC. (ABD) serves as the Program Manager. ABD has overall responsibility for the day-to-day operations, including distribution of the Plan and provision of certain marketing services. State Street Global Advisors (SSGA) serves as Investment Manager for the Plan except for the Savings Portfolio, which is managed by Sallie Mae Bank, and also provides or arranges for certain marketing services for the Plan. The Plan’s Portfolios invest in either (i) Exchange Traded Funds and mutual funds offered or managed by SSGA or its affiliates; or (ii) a Federal Deposit Insurance Corporation (FDIC)- insured omnibus savings account held in trust by the Board at Sallie Mae Bank. Except for the Savings Portfolio, investments in the Plan are not insured by the FDIC. Units of the Portfolios are municipal securities and the value of units will vary with market conditions.

Standard & Poor’s®, S&P® and SPDR® are registered trademarks of Standard & Poor’s Financial Services LLC, a division of S&P Global (S&P); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation’s financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.

For more information about the SSGA Upromise 529 Plan (“the Plan”) download the Plan Description and Participation Agreement or request one by calling 1-800-587-7305. Investment objectives, risks, charges, expenses, and other important information are included in the Plan Description; read and consider it carefully before investing. Ascensus Broker Dealer Services, LLC. (“ABD”) is distributor of the Plan.

Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You should also consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state’s 529 college savings plan(s), or any other 529 plan, to learn more about those plans’ features, benefits, and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

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