HE'S GOING PLACES.
Prepare for the journey ahead with Education Planning Center.
MAKE THE MOST OF YOUR ACCOUNT WITH OUR TOOLS AND RESOURCES.
Alaska 529 is committed to helping you reach your education goals every step of the way.
Enroll in Online Access
Online account access is an easy and secure way to manage your Alaska 529 account. Once enrolled, enjoy benefits such as:
- Paperless statements and plan disclosure documents.
- Online distributions.
- GoTuition® gifting portal.
- Education Planning Center.
Log in now to get started.
PUT YOUR SAVINGS IN MOTION.
HOW MUCH SHOULD YOU SAVE?
Use the College Savings Planner to estimate future education expenses and to help predict the amount you may need to save by the time your child is ready to enroll.
SAVE YOUR PFD FOR EDUCATION
You can directly invest 50% or 100% of your child's PFD into an Alaska 529 account. When you contribute 50% of a PFD through the PFD application, you are automatically entered to win a $25,000 scholarship account*.
MAKE YOUR SAVINGS AUTOMATIC
Setting up systematic saving with Automatic Monthly Contributions (AMC) can go a long way in maximizing your savings potential and meeting your goals. Sign up for AMC today.
- Get started with as little as $25 a month.
- Increase or decrease contribution amounts at any time.
REQUESTING A DISTRIBUTION
Access your money anytime with our simple distribution processes. Choose the method that is easiest for you:
- Log in to your account online.
- Speak with an Education Savings Specialist at 1-800-478-0003.
- Complete a Distribution form and submit it by mail.
- Distributions from the University of Alaska Portfolio must be made by phone or by completing the Distribution form.
To expedite the distribution process, make sure you have the following:
- Information needed to identify your Alaska 529 account.
- The amount you want to distribute.
- The beneficiary's student ID number.
Please allow up to two weeks for processing and mail time prior to your payment deadline.
ASK FOR THE GIFT OF EDUCATION
With the cost of education on the rise, the ability to reach your education savings goals can seem daunting. But it doesn't have to be. With the GoTuition gifting portal, you can open up possibilities for gift-giving with family and friends. The GoTuition gifting portal makes it easy to ask family and friends to give to your account in lieu of traditional gifts for birthdays, graduations, and holidays. It's convenient and rewarding for gift-givers to give a gift that will last a lifetime.
THE GOTUITION® GIFTING PORTAL LETS YOU:
- Create a personalized page to share with friends and family through social media, text and email messages, or party invitations.
- Allow family and friends to give from their bank account with the gifting portal without any banking fees.
- Maintain and update your child’s profile based on birthdays, milestones, or to show off new school photos.
- Track gifts received through the gifting portal.
To get started, log in to your Alaska 529 account or view our GoTuition Guide for detailed information.
KEEP YOUR EDUCATION SAVINGS ON TRACK
The Education Planning Center is a free, online tool that helps you plan, save, and succeed throughout your child’s education journey.
THE EDUCATION PLANNING CENTER LETS YOU:
- Receive grade-specific, step-by-step guidance from birth to graduation with passports tailored to the age of your child.
- Compare the costs of different schools with the Family Financial Center and track your progress toward meeting your savings goals.
- Use powerful search engines to find schools and scholarships that best fit your child’s interests and academic profile.
- Stay on track with outbound email reminders for admissions and scholarships, ensuring that no one misses a critical deadline.
Get started today. Log in to your Alaska 529 account, click on the Education Planning Center tile, and follow the instructions to sign up.
For questions regarding the Education Planning Center, please select the Help button in the lower right-hand corner of the portal and provide your name and email and the area of concern or assistance that is needed. A member of the support team will reach out to you within 24 to 48 hours.
Account Holder Forms
ACCOUNT SERVICES
Use this form to add or change:
- Contact or bank information
- Automatic Monthly Contributions
- Account successor
Beneficiary/ Portfolio Change
Use this form to add or change:
- Account beneficiary
- Portfolio investments
Contribution
Use this slip to send Alaska 529 contributions by mail.
custodian
Use this form to:
- Remove the custodian
- Rename the custodian as account holder
- Change the custodian while the beneficiary is still under 18
Direct deposit
Use this form to establish direct deposit contributions into an existing account such as:
- Payroll deductions
- Full PFD contributions
- Tax refunds
DISTRIBUTION
Use this form to request a distribution two weeks prior to need. University of Alaska Portfolio distributions must be requested using the PDF form.
Gift contribution
Use this slip to make a gift contribution to an existing Alaska 529 account.
PFD REFUND
Use this form to request a refund of your contribution made through the PFD into an Alaska 529 account.
ROLLOVER
Use this form to roll over assets directly from another qualified 529 plan to an Alaska 529 account.
TRANSFER BETWEEN ACCOUNTS
Use this form to transfer assets between two Alaska 529 accounts.
If you are not an Alaska resident, you should compare this Plan with any 529 plan offered by your home state or your beneficiary’s home state and consider, before investing, any state tax or other state benefits, such as financial aid, scholarship funds, and protection from creditors that are only available for investments in the home state’s plan. Please read and/or download the Plan Disclosure Document, which includes investment objectives, risks, fees, charges and expenses, and other information that you should read and consider carefully before investing, or call 1-866-277-1005 to request a paper copy. T. Rowe Price Investment Services, Inc., Distributor/Underwriter.
GoTuition and GoTuition design are trademarks of T. Rowe Price Group, Inc.
*Certain restrictions apply; see the full Official Rules for details.
+While distributions from 529 college savings plans for elementary or secondary education tuition expenses are federally tax-free, state tax treatment will vary and could include state income taxes assessed, the recapture of previously deducted amounts from state taxes, and/or state-level penalties. You should consult with a tax or legal advisor for additional information.
