529 Forms & FAQs | Invesco US

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529 Portfolios

CollegeBound 529 plans offer the freedom to choose investment options that best fit every investor’s unique timeline and savings goals.

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529 Tools

Plan smarter for college with powerful tools designed to help you make the most of a 529 plan.

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529 Accounts

Open a CollegeBound 529 account. Start saving today with flexible, tax-advantaged options for your child's education.

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529 Insights

Access the latest insights on educations savings, CollegeBound 529 and how they can help with saving for a child’s education.

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CollegeBound 529 Home

Invesco’s CollegeBound 529 savings plans offer investors and financial professionals a compelling solution for savings education, tailored to meet your unique goals.

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1
ISS Media, December 2025. Contact a tax advisor to see which state these benefits apply.
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Earnings on non-qualified withdrawals may be subject to federal income tax and a 10% federal penalty tax, as well as state and local income taxes. Tax and other benefits are contingent on meeting other requirements, and certain withdrawals are subject to federal, state, and local taxes.

Important information

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Upromise is an optional service offered by Upromise, Inc., is separate from CollegeBound 529, and is not affiliated with the State of Rhode Island. Terms and conditions apply to the Upromise service. Upromise and the Upromise logo are registered service marks of Upromise, Inc. Go to www.upromise.com to learn more about Upromise.

Ugift is a registered service mark. All other trademarks are the property of their respective owners.

None of the State of Rhode Island, its agencies, Invesco Distributors, Inc., Ascensus College Savings Recordkeeping Services, LLC, nor any of their applicable affiliates, provide legal or tax advice. This information is provided for general educational purposes only and is not to be considered legal or tax advice. Investors should consult with their legal or tax advisors for personalized assistance, including information regarding any specific state law requirements.

Rhode Island taxpayers who are account owners are eligible for a deduction in computing state income tax of up to $500 (individual tax filer) or up to $1,000 (married couples filing jointly) for contributions to their CollegeBound 529 account. Any contributions which are not deductible in computing state tax due to the $500 or $1,000 maximum may be carried forward and deducted in future years (subject in each case to the same annual maximums). Rhode Island state tax deductions may be subject to recapture in certain circumstances including nonqualified withdrawals and rollovers to another state’s 529 plan. Please consult your tax advisor about your particular situation.