Your DreamAhead College Investment Plan is getting even better

On February 10, 2025, program management of your DreamAhead College Investment Plan account will transition from Vestwell State Savings, LLC (Vestwell) to TIAA-CREF Tuition Financing, Inc. (TFI). To make this transition smoother for you, we have provided a website, WA529Enhancements.com, that will be updated regularly as more information becomes available. Please pay special attention to the following two items to help guide you through the changes:

Transition Guide

The Transition Guide describes how this program management change will result in a new identity for the program (“WA529 Invest”), which includes an improved customer experience, lower fees, and a streamlined and enhanced investment lineup. Importantly, the guide walks through a timeline of activities, how your investments will transfer to the new program manager, answers to commonly asked questions, and required actions you may need to take.

Program Details Booklet

The Program Details Booklet provides substantive disclosure of the terms and conditions of an investment in WA529 Invest. This new booklet will be effective starting February 10, 2025. After this date, you should replace any copies of the DreamAhead Program Details Booklet that you currently have with this new WA529 Invest Program Details Booklet.

Please review these materials carefully prior to the program management transition, which will commence at 1:00 pm PT on Thursday, February 6, 2025, and finish by 8:00 am PT on Monday, February 10, 2025.

Thank you for participating in DreamAhead, and welcome to WA529 Invest!

Best wishes,

Luke Minor

WA529 Director

Legal Disclosure:

Please refer to the Program Details Booklet (located at 529.wa.gov) before investing for its investment objectives, risks, charges and expenses and determine whether your home state offers tax or other benefits such as financial aid, scholarship funds, or protection from creditors for investing in its own 529 plan.

DreamAhead is a Qualified Tuition Program sponsored by the State of Washington and distributed by the Committee on Advanced Tuition Payment and College Savings. Vestwell State Savings, LLC serves as the Program Manager of DreamAhead.

Vestwell provides program management services to DreamAhead, including recordkeeping and administrative support. BNY Mellon Advisors, Inc., a BNY Mellon Company, provides investment advisory services to DreamAhead. Upon completion of the transition, TIAA-CREF Tuition Financing, Inc., an SEC registered investment adviser, will be the Program Manager for WA529 Invest. TIAA-CREF Individual & Institutional Services, LLC, member FINRA, will be the distributor for the plan.