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Frequently asked questions – Oregon College Savings Plan

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News and Events

2010 News

Board Information

Minutes:

Membership
Ted Wheeler, Chair Oregon State Treasurer	Serves by position
Paul Kelly Oregon Board of Higher Education	Serves at the pleasure of State Board of Higher Education
Carl Vance Vice President Business and Finance/Treasurer Lewis & Clark College	Public member Term expires 12-31-12 (Appointed August 15, 2006)
Jennifer Cooperman Senior Financial Analyst Office of Management and Finance City of Portland	Public member Term expires 12-31-13 (Appointed February 14, 2011)
Lyn Hennion Senior Vice President - Investments Umpqua Investments, Inc.	Public member Term expires 12-31-13 (Appointed January 6, 2005)

We are here to help. call 1-866-722-8464 monday through friday 9 to 5 pacific standard time

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Oregon 529 College Savings Network

financial services for the greater good

Consider the investment objectives, risks, charges and expenses before investing in the Oregon College Savings Plan. Please call toll-free 1-866-772-8464 or click here for a Disclosure Booklet containing this and other information. Read it carefully.

Before investing in a 529 plan, you should consider whether the state you or your designated beneficiary reside in or have taxable income in has a 529 plan that offers favorable state income tax or other benefits that are only available if you invest in that state's 529 plan.

The tax information contained herein is not intended to be used, and cannot be used, by any taxpayer for the purpose of avoiding tax penalties. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor. Non-qualified withdrawals may be subject to federal and state taxes, and the additional 10% federal tax.

The Oregon College Savings Plan is administered by the State of Oregon, acting by and through the Oregon 529 College Savings Board, and TIAA-CREF Tuition Financing, Inc. is the Plan Manager. Investments in the plan are neither insured nor guaranteed and there is the risk of investment loss.

The Plan Web site is for informational purposes only, and does not constitute an offer to sell or solicitation of an offer to buy any security that may be referenced on the site. Such offer or solicitation can be made only through the Disclosure Booklet.

The Plan Web site contains links to other Web sites. Neither the Plan nor TFI and its affiliates are responsible for the content of those other Web sites. The accuracy of information on those sites cannot be confirmed.

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