Disclosure
For information about GET, call 1-800-955-2318 or download the GET Program Details Booklet. For more information about DreamAhead, call 1-844-529-5845 or download the DreamAhead Program Details Booklet. The Program Details Booklets discuss investment objectives, risks, charges, expenses, and other important information; read and consider them carefully before saving.
Before you save with one of Washington's plans, consider whether your or the beneficiary's home state offers any state tax or other benefits such as financial aid, scholarship funds and protection from creditors that are only available for investments in that state's 529 plan. You also may wish to contact your home state's 529 Plan(s), or any other 529 Plan, to learn more about those plans' features, benefits and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision. In addition, you should periodically assess, and if appropriate, adjust your Section 529 Plan investment choices with your time horizon, risk tolerance and investment objectives in mind.
The Guaranteed Education Tuition (GET) program and DreamAhead College Investment Plan (DreamAhead) are qualified tuition programs sponsored and distributed by the State of Washington. The Committee on Advanced Tuition Payment and College Savings administers, and the Washington Student Achievement Council (WSAC) supports the plans.
WSAC provides program management, recordkeeping, and administrative support for GET. The Washington State Investment Board oversees GET’s investments. If in-state tuition decreases in the future, GET tuition units may lose value.
Vestwell State Savings, LLC, dba Sumday Administration provides program management, recordkeeping and administrative support services for DreamAhead. Lockwood Advisors, Inc. (Lockwood), a BNY Mellon Company, provides investment advisory services for DreamAhead. The underlying mutual funds in which DreamAhead’s portfolios are invested, are managed by various investment managers, including Fidelity®, Vanguard, and Schwab Funds. The underlying mutual funds may change at any time without notice. DreamAhead investment returns are not guaranteed and you could lose money by investing in the plan. None of the State of Washington, its agencies, Sumday, Lockwood, nor any of their applicable affiliates insures or guarantees accounts or any investment returns on any DreamAhead account.
Lockwood is an investment adviser registered in the United States under the Investment Advisers Act of 1940.
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