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Are there any rollover fees?

No, there are no fees for any rollovers out of the plan.

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Plan Disclosure Booklet (PDF)
Terms and Conditions
Privacy Policy

Download the Vestwell app to manage your VT529 account.

The Vermont Higher Education Investment Plan/VT529 is administered by the Vermont Student Assistance Corporation (VSAC). Read the Plan Disclosure Booklet and choose an investment approach that best fits your needs.

Vestwell State Savings, LLC is a financial technology company that powers savings programs for individuals and businesses, including state-sponsored initiatives. They manage and support various savings programs, including 529 College Savings, 529A ABLE (ABLE) accounts, and Secure Choice/Auto-IRAs.

VSAC and Vestwell State Savings do not provide legal, tax, financial, or investment advice. Individual investors must make and are solely responsible for their own decisions as to the suitability and appropriateness of their investments. This information is for general educational purposes only and should not be construed as a solicitation or recommendation of any investment or strategy.

The Prepaid Card is issued by Sunrise Banks N.A., St. Paul, MN 55103, Member FDIC, pursuant to license from Visa U.S.A., Inc. This card can be used everywhere Visa debit cards are accepted. Use of this card constitutes acceptance of the terms and conditions stated in the Cardholder Agreement.

Master Services Agreement (Cardholder Agreement)
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Sunrise Banks Privacy Policy (PDF)