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Financial encyclopediaReviewed 2026-10-23

529 Plan Offering Circular

529 plan document that has detailed information about the 529 plan; often called a disclosure statement, disclosure document, program description, or offering document.

Sources and references ↗
PROFILE / FACT FILE

Concept at a glance

Term
529 Plan Offering Circular [1]
Subject area
Investor.gov glossary [1]
Jurisdiction / scope
US regulatory and investor-education context [1]
Primary reference
SEC · Investor.gov [1]

Definition and explanation

529 plan document that has detailed information about the 529 plan; often called a disclosure statement, disclosure document, program description, or offering document. [1]

Source-supported connections

529 Plan Offering Circular → Mentioned in the official explanation → Disclosure [1]

Frequently asked questions

What does 529 Plan Offering Circular mean in the cited reference?

529 plan document that has detailed information about the 529 plan; often called a disclosure statement, disclosure document, program description, or offering document. [1]

RELATION MAP

529 Plan Offering Circular connection map

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529 Plan Offering Circular

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Links retain their source-specific meaning. Award-time affiliations and links to related reading are not claims about current appointments or economic causation.

Sources and review dates

  1. US SEC · Investor.gov — 529 Plan Offering Circular ↗

Reviewed 23 October 2026. Historical dates and award-time affiliations retain their original context. A review date is not an event date. Background sources are identified separately from official records.