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College Savings

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SRIDHAR KRISHNAN, CFP®, MBA
SRIDHAR KRISHNAN, CFP®, MBA

Refund of fees paid through 529-Plan from college

You can write a letter within 60 days of refund explaining why there was a refund and they will add to the 529-Plan. Reason for refund could be reduction in fees, cancellation of class(es), excess amount paid etc.

(thanks to @Anand Kumar Sankaran for the info)

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  • SRIDHAR KRISHNAN, CFP®, MBA
    SRIDHAR KRISHNAN, CFP®, MBA
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