Learn the steps an aunt took to help open a U.Fund 529 account for her nephews so they could receive a $50 seed deposit from the BabySteps Savings Plan. …

Learn what does and does not trigger tax paperwork for the U.Plan, including when you may receive a 1099-DIV or a 1099-OID. …

MEFA Encourages Giving the Gift of Savings for the Holidays…

Tips include making up the difference in the younger child's account, revisiting your budget, encouraging friends and family to contribute, and being fair with contributions…

If you're getting a late start on saving for college, consider a college savings account, take advantage of college gifting, have your child contribute, adjust your strategy, and review your investment options. …

Steps including selecting a college savings program, deciding how much and how often to save, and getting family and friends involved. …

Learn if you have to be a Massachusetts resident to save with the U.Plan, how the U.Plan is considered when applying for financial aid, if Tuition Certificates are transferable, if family members can add to an account, and more. …

Learn how to save for college, savings strategies, how to set up an account, how to transfer a balance, and what happens if you move states. …

Learn how to receive paper statements with an online account, how to schedule automatic deposits at your chosen frequency, how to stop automatic deposits if needed, and the benefits of having an online account for a child in college.…

Learn how to print out a certificate when you contribute to a child's Massachusetts U.Fund 529 account to let the child know about your gift. …