Oklahoma 529 College Savings Plan

FAQ - Web Enhancements

The OCSP website has been enhanced to help make managing your 529 plan Account even easier! Yes, we are the program manager that makes it easy for you to do business with, keep track of your accounts and help you meet your college savings objectives.

Security at TFI is one of our core commitments to our investors. We have enhanced the OCSP website to provide the security you need and the peace of mind you want. Click here to access your Account and try out the new features.

  • Elect to receive e-Delivery of your account statements, disclosure and privacy policy materials - reduce paperwork and do something positive for the environment.
  • Online Withdrawals - You may request a withdrawal from your Account online that will be sent via Automated Clearing House (ACH)* to your bank account, as long as your banking information has been on file with your Account for at least 30 days and your address has not changed within the last 30 days. You may continue to request a withdrawal by using the Withdrawal Form (PDF, 103KB). Non-qualified withdrawals are subject to income taxes and the federal additional 10% tax.
  • User ID access - Instead of using your Social Security Number to sign in, you will now be asked to create your own secure User ID and Password to access all of your accounts when you sign in.
  • Online Rebalances - Move existing contributions and any earnings into another investment option once per calendar year, or upon transfer of funds to a OCSP Account for a different beneficiary.
  • View Pending Contributions - You are now able to view on-line contributions that have not yet posted to your OCSP Account.
  • Establish or Change Automatic Contribution Plans - Invest regularly through this feature. Avoid the hassle of mailing a check each month.

*ACH payments may take several days to be deposited into your bank account.

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The tax information contained on the OCSP Web site is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding tax penalties that may be imposed on the taxpayer. It was written to support the promotion of the products and services addressed in the Web site. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.

The Oklahoma College Savings Plan (OCSP) is administered by the Board of Trustees of the Oklahoma College Savings Plan. TIAA-CREF Tuition Financing, Inc. (TFI) serves as Program Manager.

The investment approaches described are not recommendations and do not take into consideration personal goals or preferences. After evaluating information you consider important in making an investment choice, the ultimate decision is up to you. It is a good idea to revisit your investment strategy periodically as your goals, personal financial situation, and market conditions change.

Consider the investment objectives, risks, charges and expenses before investing in the Oklahoma College Savings Plan. Please call toll-free 1-877-654-7284 for a Disclosure Booklet containing this information. Read it carefully.

Before investing in a 529 plan, you should consider whether the state you or your designated beneficiary reside in or have taxable income in has a 529 plan that offers favorable state income tax or other benefits that are only available if you invest in that state's 529 plan.

The State of Oklahoma, its agencies, TIAA-CREF Tuition Financing, Inc., Teachers Insurance and Annuity Association of America and its affiliates do not insure any account or guarantee its principal or investment return. Account value will fluctuate based upon a number of factors, including general market conditions.

The OCSP Web site is for informational purposes only, and does not constitute an offer to sell or solicitation of an offer to buy any security that may be referenced on the site. Such offer or solicitation can be made only through the Disclosure Booklet.

The OCSP Web site contains links to other Web sites. Neither OCSP nor TIAA-CREF Tuition Financing, Inc. and its affiliates are responsible for the content of those other Web sites. The accuracy of information on those sites cannot be confirmed.

© 2010 TIAA-CREF Tuition Financing Inc.