Oklahoma 529 College Savings Plan

Compare College Savings Options

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With average college costs continually on the rise, there's no better time to open an account than now.  

Compare college savings options using this tool:


Select any or all of these plans to compare:

Oklahoma College Savings Plan (OCSP)
529 Plans General
Independent 529 Plan
529 State Prepaid Plans
Coverdell Education Savings Account (CESA or ESA)
Custodial Accounts (UGMA/UTMA)
Taxable Accounts
Traditional (Classic) IRA
Education Savings Bonds

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Select any or all of these features to compare:

Federal Tax Treatment
State Tax Treatment
Federal Tax on Non-Qualified Withdrawals
Fees Assessed
Qualified Expenses
Investment Control
Investment Options
Federal Estate Planning and Gift Tax Treatment
Contribution Limit
Investment Risk
Control of Account
Federal Financial Aid Impact
Income Restrictions

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Do a one-on-one comparison or select all college savings options to view simultaneously.

You can also view the full comparison chart here (PDF, 56KB).  change directory

Read our FAQ and the OCSP Disclosure Booklet and Participation Agreements (PDF, 435KB).

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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. TFI's affiliate, TIAA-CREF Individual & Institutional Services, LLC, is the distributor.

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.

© 2009 TIAA-CREF Tuition Financing Inc.