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Account Holders

Account Holders

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Keeping an eye on your investment—and your student’s future.

You’ve taken important steps towards preparing for your child’s higher education costs by opening a College Savings Plans of Maryland Account. Just like any financial investment, it’s important to monitor and make adjustments from time to time to make sure you’re on track to meeting your goals.

Fortunately, managing your account is easy. Get tips on monitoring your plan!

With changes in family, finances, and lifestyle, there are a number of things to consider:

How can I save more?

Monitor your Plan to see how you can save more and how it could add up over time. Maryland College Investment Plan account holders can enroll in the GoTuition^SM gifting portal. It’s a convenient way for friends and family to give online. Enroll Today.

Do I have the latest Account Holder Agreements?

Maryland Prepaid College Trust Disclosure Statement

Maryland College Investment Plan Disclosure Statement

Is my information up to date?

The following changes can be made to your account online:

Prepaid College Trust:

Change your name, address, and/or telephone number
Change your email address

College Investment Plan:

Change your name, address, and/or telephone number
Change your email address
Update the amount and/or contribution dates of an existing Automatic Monthly Contribution
Make a one-time contribution if your banking information is on file

Visit our Forms section if you wish to make a change other than those listed above.

How do I take a distribution or use benefits?

College Investment Plan Distributions

Prepaid College Trust Benefits

Privacy Policy

Read our Privacy Policy

Disclosure Statement

Please read the entire Enrollment Kit carefully before deciding to enroll. The Maryland College Investment Plan Disclosure Statement provides investment objectives, risks, expenses and costs, Fees, and other information you should consider carefully before investing. If you or your beneficiary live outside of Maryland, you should compare Maryland 529 to any college savings program offered by your home state or your beneficiary’s home state, which may offer state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan.

*Morningstar analysts reviewed 62 plans for its 2017 ratings (10/24/17), of which 10 plans received a “Silver” rating. To determine a plan’s rating, Morningstar’s analysts considered 5 factors: the plan’s strategy and investment process; the plan’s risk-adjusted performance; an assessment of the individuals managing the plan’s investment options; the stewardship practices of the plan’s administration and parent firm; and whether the plan’s investment options are a good value proposition compared with its peers. Plans were then assigned forward-looking ratings of “Gold,” “Silver,” “Bronze,” “Neutral,” and “Negative.” Each year, certain of the industry’s smallest plans are not rated.

Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar analysts’ current expectations about future events and, therefore, involve unknown risks and uncertainties that may cause Morningstar’s expectations not to occur or to differ significantly from what was expected. Morningstar does not represent its Analyst Ratings to be guarantees.

Please read the entire Enrollment Kit carefully before deciding to enroll. The Maryland College Investment Plan Disclosure Statement provides investment objectives, risks, expenses and costs, Fees, and other information you should consider carefully before investing. If you or your beneficiary live outside of Maryland, you should compare Maryland 529 to any college savings program offered by your home state or your beneficiary’s home state, which may offer state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan.

*Morningstar analysts reviewed 62 plans for its 2017 ratings (10/24/17), of which 10 plans received a “Silver” rating. To determine a plan’s rating, Morningstar’s analysts considered 5 factors: the plan’s strategy and investment process; the plan’s risk-adjusted performance; an assessment of the individuals managing the plan’s investment options; the stewardship practices of the plan’s administration and parent firm; and whether the plan’s investment options are a good value proposition compared with its peers. Plans were then assigned forward-looking ratings of “Gold,” “Silver,” “Bronze,” “Neutral,” and “Negative.” Each year, certain of the industry’s smallest plans are not rated.

Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar analysts’ current expectations about future events and, therefore, involve unknown risks and uncertainties that may cause Morningstar’s expectations not to occur or to differ significantly from what was expected. Morningstar does not represent its Analyst Ratings to be guarantees.

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