Unfortunately, at the moment entity and trust owned account can only be managed via paper statements and forms. We’re working hard to make an online experience available for these accounts. Until then, please call customer service with any account related questions Monday – Friday, 6am – 5pm PT at 1-866-772-8464 or 1-844-888-2253 (TTY). You can also check out our Forms.
Unfortunately, only you, the account owner, can access your account online with your email and password. For security reasons, you should not share your login information with anyone.
If you’d like to provide inquiry-only access to your Oregon College Savings Plan account to someone like a financial advisor, you can do so by downloading and completing our Authorization to Access Account Information Form (PDF).
Yep, you can. We’d hate to see you go, but we’re happy to help. Just give us a call from Mon–Fri, 6am–5pm PT at 1-866-772-8464 or 1-844-888-2253 (TTY). You can also complete and submit a Withdrawal Form and select “close my account” on the form.
Yes. There is a minimum of $25 in order to open an account and then any subsequent transactions (contributions, withdrawals, bank transfers etc.) are limited to being at least $5 each time for each investment portfolio. Individual contributions are capped at $15,000 per transaction if you wish to do so online. If you’d like to make a contribution larger than $15,000, you just need to download and fill out our Contribution Form (PDF) offline.
There’s also a maximum account balance of $400,000. This means that once your account reaches $400,000, you will not be able to contribute until your account balance falls below that amount. Worth noting, once your account reaches the $400,000 threshold, it can still grow beyond that amount with investment earnings, you just won’t be able to contribute funds anymore.
If you decide to sell or completely liquidate one or more of your portfolios in order to buy another one, you can only do so twice every calendar year. If you choose to simply contribute to a new, additional portfolio, this addition is not considered one of your twice-a-year investment changes.
When you create an Oregon College Savings Plan account, you’ll be prompted to select the portfolio options you wish to contribute to. Review your investment options here to get a better sense of what’s available.
If you’d like to change your account’s investment choices, you can do this two ways, but remember, in some cases, you can only do this twice every calendar year.
- You can sell your portfolio and use that money to invest in a totally new one. Note: this would be considered an investment change and can only be done twice a year. If you’d like to go this route, you can easily change things by signing into your account and clicking on the “Investments” link, or you can change things offline by downloading our Change Investment Form (PDF).
- Alternatively, you can keep your previous portfolio(s) and just choose to put future contributions in a new portfolio type. This allows you to make adjustments to your portfolio over time without ever selling any of them outright. This option would not count against the limit on making two investment changes per year. You can contribute to a different portfolio online by signing into your account and clicking on the “Transfers” link, or you can contribute to new portfolios offline by using our Contribution Form (PDF).
The performance of every portfolio offered by the Oregon College Savings Plan can vary from day to day. To check the latest performance of your particular fund(s), visit the individual portfolio’s page within the Review Your Investment Options section of this site.
If you’d like to change your beneficiary, remember, the new person must qualify as a “member of the family”. You can change beneficiaries using our Change Beneficiary Form (PDF). And if you you’d like to create an account for additional beneficiaries, just sign into your account and click “Add account” at the top of the page.
If you need to edit or remove your account’s automatic contributions, simply sign into your account, click the “Transfers” link at the top of the page, and then select “Manage.” You can delete and re-enter a new desired contribution amount, and edit the frequency or day of the month the contribution is being made, where the contribution is coming from and more.
It’s easy to set up automatic monthly contributions from one or more bank accounts into your Oregon College Savings Plan account. You can securely link your account(s) online and adjust your contribution amount accordingly. You can contribute as little as $5 each time. Simply sign into your account, click the “Transfers” link at the top of the page, make sure you’re in the “Contributions” section and select “Recurring monthly contribution” in the “Frequency” dropdown.
Our new plan manager, Sumday Administration, LLC, makes it easier than ever to change your account preferences or account information like your email address, password, beneficiary information, linked bank accounts and more.
Simply sign in to your account and click on the “Settings” link at the top of the page to edit your:
- Mailing Address
- Beneficiary Address
- Bank Accounts
- Successor Owner
And you can click on the “Profile” link at the top of the page to edit your:
- Account Owner’s Address
- Employment Info / Occupation
- Communication Preferences
If you receive a refund from an eligible educational institution, you can use our Contribution Form (PDF) to recontribute those funds back into your account without tax penalties or fees, as long as you do so within 60 days of receiving the refund.
No. Oregon College Savings Plan accounts are not guaranteed by the Oregon Treasurer’s Office, the State of Oregon, any state agency or subdivision thereof, or their authorized agents or affiliates. You could lose money by investing in an Oregon College Savings Plan account. Before investing, you should consider investment objectives, risks, charges and any expenses. Before opening an account, you should carefully read and understand the Plan Disclosure Booklet and Participation Agreement and may wish to consult your own financial advisor.
No. There can be only one account owner for each 529 College Savings Plan account. It is possible, though, for each of you to have your own Oregon College Savings Plan account for the same beneficiary. You can also identify someone as the Successor Owner, or in other words, a contingent account owner should you pass away or become incapacitated. If you ever need to change the account owner, you can always do so by downloading and submitting our Change Account Owner Form (PDF).