Managed by Fidelity
 
 

Make saving for college part of your routine

The Fidelity Arizona College Savings Plan is a tax-advantaged 529 college savings plan open to U.S. residents. The plan is sponsored by the Arizona Commission for Postsecondary Education.



or call us at 800-544-1262

Tax advantages

The Arizona 529 plan offers federal and state tax benefits as you save for a child's education.

Flexible use of funds

Pay for a wide range of expenses at any U.S. college or vocational school qualifying for federal financial aid.

Many investment choices

Choose either an Age-Based Strategy or a Custom Strategy based on your specific investment goals.

Fidelity Arizona College Savings Plan details

Tax advantages

Earnings

Any earnings grow federal income tax-deferred.

Contributions

Arizona residents and taxpayers are eligible for a state tax deduction on 529 contributions. The annual tax deduction cannot exceed $2,000 for single individuals and $4,000 for married couples filing jointly.

Use the 529 state tax deduction calculator to learn more.

Withdrawals

Qualified withdrawals are free from federal and Arizona income taxes.


Account details

Minimum initial investment

$50, or $15/month ($45/quarter) with automatic investments

Account maximum

$431,000 per beneficiary1


Investment options

Portfolio investment strategy

Age-Based Strategy: Your asset allocation automatically becomes more conservative over time.

Custom Strategy: You decide how to distribute investments across different portfolios.

Learn more about investment options

Plan performance

View annual returns, underlying funds, and portfolio allocations

Download the annual report (PDF)


Fees

Annual account maintenance fee

None

Investment expenses

Fees vary, depending on your investment strategy:
0.56%–1.04% (Fidelity Funds)
0.11%–0.21% (Fidelity Index Funds)
0.91%–1.20% (Multi-Firm Funds)
0.05%–0.50% (Bank Deposit Portfolio)

Research and features


Advantages of the plan
Read about the unique benefits of the Fidelity Arizona College Savings Plan and how it may benefit your college planning.


Fidelity Investments 529 College Rewards® Visa Signature® Card
Grow your college savings account with unlimited 2% cash back on every eligible net purchase.2


College gifting service
Invite any friend or family member to gift to your 529 with our free, easy-to-use online service. Donors do not need Fidelity accounts.


Personalized gift templates

Customize and print a special occasion gift template to let your loved one know about your gift to their 529 account.

Learn more

Learn about college planning

Access a library of courses, articles, and videos to learn more about planning and saving for college.

Get started with college savings

Understand what it's like to have an account, from choosing a plan to withdrawing funds.

Index Portfolio expenses slashed by up to 52% (PDF)

The state of Arizona and Fidelity Investments announce expense reductions on the Fidelity Arizona College Savings Plan Index Portfolios and Multi-Firm Portfolios.

Hablamos español

Ahorros para la universidad (PDF)
Un folleto en Español con informacion sobre productos y soluciones de ahorrar para el futuro de su hijo

Abra una Cuenta para el Plan de Ahorro para la Educación Universitaria de Arizona de Fidelity
Descargue la Solicitud de Cuenta y el Paquete de Datos del Plan de Ahorro para la Educación Universitaria de Arizona de Fidelity.