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The Tax Benefits

NC 529 tax-benefits

Earnings on your NC 529 Account are free from North Carolina and federal taxes

An important advantage of saving in an NC 529 Account is that earnings on your account aren’t subject to North Carolina or federal taxes as long as they, along with your contributions, are used to help pay for Qualified Education Expenses (QEE). Tuition, fees, room and board, books, computers and required equipment associated with attendance at a college or university are examples of expenses considered qualified.

Investment Options

Your child’s future can’t wait

Setting up an NC 529® Plan account takes about the same amount of time it takes to brew a pot of coffee.

Enroll online or by mail. There are no enrollment fees or sales charges to open an account, and your initial deposit can be as low as $25.

We even make it easy to choose your investments. Descriptions and performance information is available in the Program Description and online at NC529.org.

FAQ

FAQ NC 529 Plan

NC 529 Plan Questions? We can help. Below you’ll find the most frequently asked questions. If you need additional answers, give us a call at 800-600-3453.

What is the NC 529® Plan?

“529” refers to Section 529 of the Internal Revenue Service code authorizing “qualified tuition programs” with special tax advantages to help individuals save for college. Federal law allows states to develop these college savings programs.

Officially known as the North Carolina College Savings and Investment Program and referred to as North Carolina’s National College Savings Program,

Enroll

Apply for a NC 529 Plan

Your child’s future can’t wait.

Set up an NC 529 Plan account in less time than it takes to brew a pot of coffee.

Enroll online or by mailing in this simple form. All we need is some basic information about you and your beneficiary, and an initial $25 deposit.

There are no enrollment fees or sales charges to open an account.

You’ll get to choose your investment plan,