EDUCATION SAVINGS PLANS
Help Plan for a Successful Future

What is the State Farm® College Savings Plan?

Maybe you want to help make sure your preschooler can attend college. Or maybe you're saving for your own college tuition not far down the road. The State Farm College Savings Plan — a 529 plan — offers a variety of investment portfolios for different needs. Sponsored by the state of Nebraska, it's a qualified tuition plan operated according to section 529 of the Internal Revenue Code established in 1996. You choose what's right for you with five enrollment-based and four static portfolios managed by OFI Private Investments Inc. (OFIPI), a subsidiary of OppenheimerFunds, Inc. And if your investment objectives change, you can transfer to another portfolio (one investment change per year is allowed).

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Prices for State Farm College Savings Plan Portfolios

Our four static portfolios give you more control over how your 529 College Savings Plan funds are invested. That's because unlike investing in our enrollment-based portfolios, you choose the static portfolio, or portfolios, you'd like to invest in. And since our static portfolios don't automatically invest more conservatively over time, you can change your portfolio selections as your needs change (one investment change per year is allowed).

Types of Static Portfolios

Growth Portfolio

All assets within this portfolio are invested in equity funds. It is most appropriate for investors with a long investment time horizon and a high risk tolerance.

Moderate Growth Portfolio

This portfolio provides a mix of equity and fixed-income investments. It is most appropriate for investors with a medium to long investment time horizon and moderate risk tolerance.

Balanced Portfolio

This portfolio provides a more conservative mix of equity and fixed-income investments. Investors with a short to medium investment time horizon and a lower risk tolerance may prefer this option.

Money Market Portfolio

This portfolio invests to seek current income and protection of principal. It is most appropriate for investors with a short investment time horizon and a ow risk tolerance.

Eligibility Requirements

The State Farm College Savings Plan is open to any individual (including a custodian under a State's Uniform Gifts or Transfers to Minors Act) who has a valid Social Security number.

There are no state residency requirements or income restrictions for our 529 plan.

529 FAQs

Risk Disclosures

Investing involves risk, including potential for loss.

An investment in the Money Market Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.

Enrollment Based Portfolios are similar to target date funds in that their investment objectives are adjusted over time to be more conservative as their target date (date the investor plans to start withdrawing funds) approaches. The principal value of the fund(s) is not guaranteed at any time, including at the target date.

2014/04/0910

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value