Generated by All in One SEO v5.0.0.1, this is an llms.txt file, used by LLMs to index the site. # Texas College Savings Plan ## Sitemaps - [XML Sitemap](https://www.texascollegesavings.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Pages - [Texas College Savings Plan](https://www.texascollegesavings.com/) - Texas College Savings Plan Video Learn Plan Enroll Big Dreams Take Smart Planning Begin Saving Now With the TEXAS COLLEGE SAVINGS PLAN®. Establishing a college savings plan for your loved one is important, and choosing the right one is essential. With the Texas College Savings Plan, you can give someone you love a head start - [Contact](https://www.texascollegesavings.com/contact-us/) - ContactMany of your questions can be answered in our FAQs. If you have additional questions about the plan, Close X Plan: The Texas College Savings Plan, which is a 529 plan. feedback or concerns, please use the form on this page. If you have questions about your account Close X Account: A savings trust account - [FAQs](https://www.texascollegesavings.com/faqs/) - Frequently Asked QuestionsHow Do IGeneralContributions & WithdrawalsInvestment OptionsRollover and TransferRoth IRA RolloversHow Do I:Open an AccountYou can open an account Close X Account: A savings trust account established by an Account Owner pursuant to the Savings Trust Agreement for purposes of investing in one or more portfolios. Accounts are part of the Plan and are - [TCSP Investments](https://www.texascollegesavings.com/tcsp-investments/) - TCSP InvestmentsSelecting an investment portfolio may seem overwhelming for some. However, the Texas College Savings Plan offers a number of investment options and strategies that you can tailor to align with your risk tolerance, time horizon and financial situation. The Plan Close X Plan: The Texas College Savings Plan, which is a 529 plan. offers - [Overview](https://www.texascollegesavings.com/about/) - OVERVIEWThe Texas College Savings Plan® is a 529 plan Close X 529 Plan: A 529 plan is an education savings plan operated by a state or an educational institution and designed to help families set aside funds for college. It is named after Section 529 of the internal revenue code, which authorized these types of - [Gifting](https://www.texascollegesavings.com/gifting/) - GiftingAny U.S. citizen or permanent resident alien 18 years of age or older with a valid social security number can open a Texas College Savings Plan account. Once an account is opened, anyone in your child’s life can contribute to the account. It’s a great way to celebrate a birth or other special occasion throughout - [Enroll](https://www.texascollegesavings.com/enroll/) - EnrollEnroll Online NowOpen a Texas College Savings Plan® account in less time than it takes you to get your kids to bed. Our step-by-step process only takes about 15 minutes. Get Started Note: Online enrollment requires account set-up via direct deposit from your bank account or via rollover of an investment in another 529 plan. - [Plan](https://www.texascollegesavings.com/plan/) - PlanOverviewIn most cases, to achieve a goal you must have a plan. If that goal is paying for college, the best plan is to start early and be consistent in your saving efforts. Pair these strategies with additional sources of education funding such as the Texas College Savings Plan®, and you will be working toward - [Forms + Literature](https://www.texascollegesavings.com/forms-literature/) - Documents Skip toAnnual Reports Skip toForms Skip toLiterature Skip toFinancial Advisors You may download any of the files below by clicking their respective titles. Additionally, some items can be ordered by entering the quantities desired and then selecting "Mail Items." Annual ReportsBack to top Texas Prepaid Higher Education Tuition Program Annual Report Download the College - [Investing Basics](https://www.texascollegesavings.com/investing-basics/) - Investing BasicsIs a 529 plan Close X 529 Plan: A 529 plan is an education savings plan operated by a state or an educational institution and designed to help families set aside funds for college. It is named after Section 529 of the internal revenue code, which authorized these types of tax-advantaged savings plans in - [Learn](https://www.texascollegesavings.com/learn/) - LearnIntroductionAs you’ve watched your loved one grow, you have no doubt pondered the limitless potential of his or her future. The tax-advantaged Texas College Savings Plan® is one way to help your loved one in preparing for their future. By starting to invest in education today, you plant the seed for your loved one’s future. - [Calculator](https://www.texascollegesavings.com/calculator/) - [Saving Strategies](https://www.texascollegesavings.com/saving-strategies/) - Saving StrategiesAside from a home, higher education may be the most expensive and most important purchase in a person’s lifetime. Chinese philosopher Lao-Tzu said, “Even a journey of a thousand miles begins with a single step.” And that’s probably where you are now — looking to take that first step in what seems a daunting - [Sobre Texas College Savings Plan](https://www.texascollegesavings.com/espanol/) - Formulario de inscripción Las ventajas fiscales, los costos asequibles, la flexibilidad y las opciones de inversión diversificadas del Texas College Savings Plan hacen que ahorrar y pagar la universidad sea simple. Si es un ciudadano de los EE. UU. de 18 años o más, independientemente de sus ingresos o del estado de residencia, puede abrir una - [Security](https://www.texascollegesavings.com/security/) - SecurityImportant Information About Internet Fraud “Phishing” is an online scam involving fraudulent email messages asking for confidential information such as passwords or account numbers. These emails, which are disguised to look like requests from legitimate companies, can be very convincing. They are intended to steal your personal information and use that information to access your - [Terms and Conditions](https://www.texascollegesavings.com/terms-and-conditions/) - Terms and Conditions1. Overview I understand that this Agreement (“Agreement”) between Orion Advisor Solutions, Inc., which collectively with its subsidiaries and affiliates shall be referred to herein as “Orion”, and me states the terms and conditions of my use of Orion’s online services (the “Services”). The Services generally allow me to access my Orion accounts - [Glossary](https://www.texascollegesavings.com/glossary/) - Glossary Below are descriptions of certain key terms. Please refer to the Plan Description and Master Agreement for more complete definitions of these terms. ABCDEFGH IJKLMNOPQRSTUVWXYZ Back to top529 PlanA 529 plan is an education savings plan operated by a state or an educational institution and designed to help families set aside funds for college. - [Calculators](https://www.texascollegesavings.com/calculators/) - CalculatorsThe following calculators are available to help you project your college funding needs and options. ProjectorCalculatorPlanner - [Links](https://www.texascollegesavings.com/links/) - Links U.S Department of Education Tax Incentives and Credits Federal Student Aid Download Adobe Acrobat College Board Online Sallie Mae Student Loan Info Princeton Review Kaplan College Savings Plans Network Texas Higher Education Coordinating Board Texas Education Agency - [Search](https://www.texascollegesavings.com/search/) - Search the Texas College Savings Plan website. - [Privacy Policy](https://www.texascollegesavings.com/privacy-policy/) - WHAT DOES NORTHSTAR FINANCIAL SERVICES GROUP, LLC (“NORTHSTAR”) DO WITH YOUR PERSONAL INFORMATION? Why Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read - [Resources](https://www.texascollegesavings.com/resources/) - FAQsGlossaryLinks ## Downloads - [Allocation Worksheet](https://www.texascollegesavings.com/download/allocation-worksheet/?tmstv=1786915620) - [Program Disclosure Statement](https://www.texascollegesavings.com/download/program-disclosure-statement/?tmstv=1786915620) - [Enrollment Kit](https://www.texascollegesavings.com/download/enrollment-kit/?tmstv=1786915620) - [Consumer Brochure](https://www.texascollegesavings.com/download/consumer-brochure/?tmstv=1786915620) - [Account Maintenance Form](https://www.texascollegesavings.com/download/account-maintenance-form/?tmstv=1786915620) - [Change of Beneficiary Form](https://www.texascollegesavings.com/download/change-of-beneficiary-form/?tmstv=1786915620) - [Change of Trustee Rollover Form](https://www.texascollegesavings.com/download/change-of-trustee-rollover-form/?tmstv=1786915620) - [Enrollment Application](https://www.texascollegesavings.com/download/enrollment-application/?tmstv=1786915620) - [Audited Financial Statements](https://www.texascollegesavings.com/download/audited-financial-statements/?tmstv=1786915620) - [Contribution Coupon and Gift Announcement](https://www.texascollegesavings.com/download/contribution-coupon-and-gift-announcement/?tmstv=1786915620) - [Roth IRA Rollover Form](https://www.texascollegesavings.com/download/roth-ira-rollover-form/?tmstv=1786915620) - [Roth IRA Rollover FAQs](https://www.texascollegesavings.com/download/roth-ira-rollover-faqs/?tmstv=1786915620) - [Privacy Policy](https://www.texascollegesavings.com/download/privacy-policy/?tmstv=1786915620) - [Business Continuity Plan](https://www.texascollegesavings.com/download/business-continuity-plan/?tmstv=1786915620) - [Employer Authorization Payroll Deduction Form](https://www.texascollegesavings.com/download/employer-authorization-payroll-deduction-form/?tmstv=1786915620) - [Transition Guide](https://www.texascollegesavings.com/download/transition-guide/?tmstv=1786915620) - [Prior Plan Performance](https://www.texascollegesavings.com/download/prior-plan-performance/?tmstv=1786915620) - [Withdrawal Request Form](https://www.texascollegesavings.com/download/withdrawal-request-form/?tmstv=1786915620) - [Employee Payroll Deduction Form](https://www.texascollegesavings.com/download/employee-payroll-deduction-form/?tmstv=1786915620) - [UGMA/UTMA Form](https://www.texascollegesavings.com/download/ugma-utma-form/?tmstv=1786915620) - [Third Party Access Form](https://www.texascollegesavings.com/download/third-party-access-form/?tmstv=1786915620) - [Security](https://www.texascollegesavings.com/download/security/?tmstv=1786915620)