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Change Your Beneficiary at Any Time

At any time, you can change the Beneficiary of your account and the list of options is extensive: sons or daughters, granddaughters or grandsons, siblings, step-siblings, fathers or mothers, step-parents, cousins, nieces or nephews, in-laws, or the spouse of anyone these.

Even yourself!

What If They Get a Scholarship? Or Decide Not to Go to School?

529s are not a ‘use it or lose it account’.
You have three simple options that don’t incur penalties:

  • Keep the funds in the account in case the situation changes
  • Change your Beneficiary to another family member or yourself
  • Or, rollover the savings into another 529 account
Full detail here.