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Frequently Asked Questions

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Tuition Track

Yes, account owners can transfer units to younger and older siblings, and relatives within the same generation who are eligible at the time of purchase. The first payout date will change as the beneficiary changes.

Yes, Account owners can purchase whole or fractional units with a one-time payment or by establishing a recurring payment. There is no minimum purchase requirement, however new account owners will need to open an account with a minimum contribution of $10 before purchasing units. Account owners cannot purchase more than 1,000 units for each unique beneficiary.