Here's how to handle common transactions related to your College Savings Iowa account. As noted below, many transactions can also be performed directly online when you log on to your account.
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For more information about the College Savings Iowa 529 Plan, call 888-672-9116 or click here to obtain
a Program Description. Investment objectives, risks, charges, expenses, and other important information
are included in the Program Description; read and consider it carefully before investing. Vanguard
Marketing Corporation, Distributor and Underwriter. Please note: Before investing in any 529 plan, you should consider whether your or the beneficiary's home state offers a 529 plan that provides its taxpayers with favorable state tax and other benefits that are only available through investment in the home state's 529 plan. You also should 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 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.
College Savings Iowa is an Iowa trust sponsored by the Iowa state treasurer's office. The Treasurer of the State
of Iowa sponsors and is responsible for overseeing the administration of the College Savings Iowa 529 Plan.
The Vanguard Group, Inc., serves as Investment Manager and Vanguard Marketing Corporation, an affiliate of The
Vanguard Group, Inc., assists the Treasurer with marketing and distributing the Plan. Upromise Investment Advisors, LLC,
provides records-administration services. The plan's portfolios, although they invest in Vanguard mutual funds,
are not mutual funds. Investment returns are not guaranteed and you could lose money by investing in the plan.
Participants assume all investment risks, including the potential for loss of principal, as well as responsibility
for any federal and state tax consequences.
