Interest rates on the Invest529SM FDIC-Insured Portfolio have
gone up AGAIN! Currently, accounts in this portfolio earn an
industry-leading 5.20%.1 Both account types offer FDIC
insurance and the same 529 tax benefits.
Transfer your CollegeWealth account to the Invest529 FDIC-Insured Portfolio, by completing the form below and you could earn 33x more interest annually!
About the Invest529 Program About Invest529 FDIC-Insured Portfolio
There are no costs to open the new Invest529 FDIC-Insured account or to
transfer the CollegeWealth/Truist proceeds.
You must deactivate all automatic drafts into your CollegeWealth/Truist
account prior to transferring it to an Invest529 account.
By submitting the form, you authorize Virginia529 to open an Invest529
FDIC-Insured Portfolio account (if you do not already have one) and to
fund it with the CollegeWealth/Truist proceeds. If you already have an
FDIC-Insured account for this beneficiary, Virginia529 will fund that
account. You understand this request will change all funds invested in
your CollegeWealth/Truist account and future contributions for this
account to the Invest529 FDIC-Insured Portfolio account.
All account information for a new Invest529 account will be the same as
your existing CollegeWealth/Truist account, including survivor
You have read, understand, and agreed to the Invest529 Program Description and Terms and Conditions of the $100 bonus offer. You understand that processing this transfer will be handled in accordance with the guidelines provided in both.
This account transfer is considered an Investment Direction change. IRC
Section 529 limits 529 plan account owners to two such changes each
If you already have made two Investment Direction changes in 2024 for the same account owner and beneficiary combination, you will not be able to transfer your CollegeWealth/Truist account to the FDIC-Insured Portfolio until January 1, 2025.
Information on all Invest529 portfolios is found at:
Virginia529.com/invest/investment-options/. You may find one or more of these portfolios of interest, now or in
the future. After Virginia529 funds the Invest529 account, if you
choose, you may change the portfolio selection at any time by using the
second of your allowed two annual Investment Directions.
By submitting above you hereby certify that the information provided is
true and correct to the best of your knowledge.
Interest rates on the Invest529 FDIC-Insured Portfolio are subject to
change at any time based on prevailing conditions.