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Financial Reports

Audited financial statements
Full-blown audited financial statements for each of the Funds. Statement includes a balance sheet, income statement, cash flow statement, and Management's Discussion and Analysis (MDA) and footnotes.

Annual reports
A high level discussion of our Savings programs, including the Director’s Summary of any major events, financial statements and a brief analysis of the financial changes or highlights of the year.

Investor reports Quarterly reports providing a snapshot of the outstanding loan and bond balances.

Auction Rate Securities NoticeSecondary Market Information Notice related to Outstanding Auction Rate Securities

Material Event Notice Pending sale of student loans

Bond Redemptions Notice of Bond Redemptions


Audited financial statements

Student Loans
2009 & 2008
2008 & 2007
2007 & 2006
2006 & 2005
2005 & 2004
2004 & 2003
2003 & 2002

Stable Value Plus
2009 & 2008
2008 & 2007
2007 & 2006
2006 & 2005
2005 & 2004
2004 & 2003 (starts on page 38)
2003

Direct Portfolio
2009 & 2008
2008 & 2007
2007 & 2006
2006 & 2005
2005 & 2004

Scholars Choice
2009 & 2008
2008 & 2007
2007 & 2006
2006 & 2005
2005 & 2004
2004 & 2003
2003 & 2002
2002 & 2001

Prepaid Tuition Fund
2009 & 2008
2008 & 2007
2007 & 2006
2006 & 2005
2005 & 2004
2004 & 2003
2003 & 2002
2002 & 2001


Annual Highlights

Direct Portfolio
2008
2007
2006
2005

Stable Value Plus
2008
2007
2006
2005
2004
2003

Prepaid Tuition Fund
2008
2007
2006
2005
2004
2003
2002
2001


Investor reports

Insured Indenture Sr/Sub Indenture 2008 IA Indenture

2010 Q1
2009 Q4
2009 Q3
2009 Q2
2009 Q1
2008 Q4
2008 Q3
2008 Q2
2008 Q1
2007 Q4

2007 Q3
2007 Q2

2007 Q1

2006 Q4

2006 Q3
2006 Q2
2006 Q1
2005 Q4
2005 Q
2005 Q2
2005 Q1
2004 Q4

2004 Q3
2004 Q2
2004 Q1
2003 Q4
2003 Q3
2003 Q2
2003 Q1

2010 Q1
2009 Q4
2009 Q3
2009 Q2
2009 Q1
2008 Q4
2008 Q3
2008 Q2
2008 Q1
2007 Q4

2007 Q3
2007 Q2

2007 Q1
2006 Q4
2006 Q3
2006 Q2
2006 Q1
2005 Q4
2005 Q3
2005 Q2
2005 Q1
2004 Q4
2004 Q3
2004 Q2
2004 Q1
2003 Q4

2003 Q3
2003 Q2

2003 Q1
2010 Q1
2009 Q4
2009 Q3
2009 Q2
2009 Q1
2008 Q4
2008 Q3

Bond Redemptions

Insured Indenture Sr/Sub Indenture 2008 IA Indenture

1989 A (CUSIP:196777FK7)
1990 A (CUSIP:196777FL5)

1999 IV A1 (CUSIP:196777JZ0)
1999 IV A2 (CUSIP:196777KA3)
1999 IV A4 (CUSIP:196777JY3)
2001 V A (CUSIP:196777KB1)
2002 VII A1 (CUSIP:196777KD7)
2002 VII A2 (CUSIP:196777KE5)
2002 VII A3 (CUSIP:196777KF2)
2003 VIII A1 (CUSIP:196777KG0)
2003 VIII A2 (CUSIP:196777KH8)
2004 IX A1 (CUSIP:196777KJ4)
2004 IX A2 (CUSIP:196777KK1)
2004 IX A3 (CUSIP:196777KL9)
2004 IX B4 (CUSIP:196777KM7)
2004 X A1 (CUSIP:196777KN5)
2005 XI A1 (CUSIP:196777KP0)
2005 XI A2 (CUSIP:196777KQ8)
2005 XI A3 (CUSIP:196777KR6)
2006 XII-A1 (CUSIP:196777KS4)
2006 XII-A2 (CUSIP:196777KT2)
2006 XII-A3 (CUSIP:196777KU9)
2006 XII-A4 (CUSIP:196777KV7)
2007 XIII-A1 (CUSIP:196777KW5)
2007 XIII-A2 (CUSIP:196777KX3)
2007 XIII-B1 (CUSIP:196777KY1)
2007 XIII-B2 (CUSIP:196777KZ8)
2008 IA (CUSIP:194531AA7)
My Savings Accounts
Log into your college savings account or access account maintenance forms, including the Withdrawal Request Form, Account Information Change Form and more!
My Loan Accounts
Loan Account logins and maintenance forms, including the Address Change Notification Form, Forbearance Request Form, Deferment Forms and more!
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Download our enrollment kit or have one mailed to you! (1.91MB .pdf file) Get the 529 College Savings Enrollment Kit
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