Resources for service groups
Thank you for your interest in the CollegeCounts 529 Fund. The State of Alabama provides up to a $10,000 income tax deduction for contributions to CollegeCounts each year, so this may be of interest to your group. It's a great way for parents, grandparents, and others to save for future college expenses.
If you would like to schedule an informational presentation for your group, please call 866.529.2228 or fill out the form below. We work with your schedule to find a convenient time to offer 15-, 30-, and 45-minute presentations and would be happy to speak to your organization.
The CollegeCounts 529 Fund is a qualified tuition program under Section 529 of the Internal Revenue Code that is sponsored by the State of Alabama and administered by the Board of Trustees of the ACES Trust Fund (the “Trust” and plan issuer). Union Bank & Trust Company serves as Program Manager. Accounts and investments under the CollegeCounts 529 Fund are not insured or guaranteed by the FDIC, the State of Alabama, the State Treasurer of Alabama, the Board, the Trust, the Program, Union Bank & Trust Company, or any other entity.
Before investing, you should consider the investment objectives, risks, fees, expenses, and tax consequences associated with the Program. All of this information is contained in the Program Disclosure Statement. Please read it carefully before investing.
If you or your beneficiary is not an Alabama resident, consider whether your home state or the home state of your designated beneficiary offers a qualified tuition program that provides a state tax deduction or other benefits to residents who invest in that program.
Not FDIC Insured. No Bank Guarantee.May Lose Value.