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Starting in 2024, you can roll unused 529 assets to a Roth IRA established for the beneficiary subject to certain conditions.


Many of your questions can be answered in our FAQs. If you have additional questions about the Plan:  The LoneStar 529 Plan, which is a 529 Plan. , feedback, or concerns, please use the form on this page. If you have questions about your Account:  A savings trust account established by an Account Owner pursuant to the Savings Trust Agreement for purposes of investing in one or more portfolios. Accounts are part of the Plan and are held in the name of the Plan on behalf of and for the benefit of the Account Owners and the Beneficiaries. or other privileged matters, please call or write us using the contact information on this page.

    Standard U.S. mail:
    PO Box 540010
    Omaha, NE 68154

    Overnight Mail:
    4221 N 203rd Street, Suite 100
    Elkhorn, NE 68022-3474

    Phone or Fax:
    P: 800-445-GRAD (4723), option #4
    F: 402-431-4452

    Service center hours:
    Monday–Friday, 8am–6pm CT