529 Investment Change Form Complete this form to make an investment change to your USAA 529 Educatio 2025

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529 plans, legally known as qualified tuition plans, are sponsored by states, state agencies, or educational institutions and are authorized by Section 529 of the Internal Revenue Code. There are two types of 529 plans: prepaid tuition plans and education savings plans.
You can change the investments for your future contributions at any time. Under the federal laws that govern 529 plans, you are able to move money you have already contributed to a different portfolio within your account twice per calendar year or if you change the Beneficiary.
USAA and Schwab USAA is here for you at every stage of your financial life, and thats why weve chosen Schwab as a trusted investment provider. Schwab shares our commitment to meeting your needs and championing your financial goals with integrity. For more than 50 years, Schwab has been there for investors.
The USAA 529 Education Savings Plan, offered by Victory Capital and administered by Nevada, is available to residents of any state, features age-based and static portfolio options and can be linked to the Upromise rewards service.
Summary. Nevadas USAA 529 Education Savings Plan offers a single track of age-based portfolios as well as static target-risk portfolios for a more custom approach.
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Additionally, there is a fee up to 0.12% paid to the State of Nevada Board for sponsoring the plan. Automatic investment plans dont assure a profit or protect against loss in declining markets. Victory Funds and VictoryShares ETFs are distributed, and brokerage services provided, by Victory Capital Services, Inc.
There is a $10 annual fee that may be waived once you invest at least $50 per month through automatic investments or reach an account balance of $1,000. Additionally, there is a fee up to 0.12% paid to the State of Nevada Board for sponsoring the plan.
For the most recent month-end total performance information regarding the USAA 529 Education Savings Plan, please contact us at 800-235-8396 or review current financial information posted at .vcm.com. Each Account in each Portfolio indirectly bears Underlying Fund Expenses.

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