proudmom17
5-Year Member
- Joined
- Mar 8, 2013
- Messages
- 10
We have a 529 plan...from Texas. I contacted the plan since it is time to figure out what to do with the funds. The Plan confirmed that we can 1-leave the funds in, should he opt out of USNA in the future 2-have the fund place the avg amt of Texas tuition per semester/each semester into his account at USNA or 3-have the fund refund us the avg amt of Texas tuition per semester/each semester that he remains at the USNA. The representative from The Plan said that if we chose #3 we would need a letter from USNA showing what the fees are, so as to confirm the amount they refund us does not exceed what a semesters tuition and fees are at the school. So that is my question...has anyone opted for this and who at USNA would supply me with the info I need to give to the Texas Tuition Plan.