With the U.Plan, if you don’t attend a participating college or university, you’ll still receive your savings back plus interest calculated at CPI with no penalty or taxes due on earnings Read More
The Best Tools to Help You Save for College
Resources include The College Planning Tool, College Savings Estimator, College Savings Tips, Saving for College Webinar, and MEFA U.Fund 529 College Investing Plan Read More
Exciting New Changes to the U.Plan Prepaid Tuition Program
All U.Plan savers now have the opportunity to manage their account online, where you can add to your savings, set up automatic deposits, request a disbursement, view your U.Plan Statement, open a new account for another Beneficiary, and change your address, phone number, email address, etc. Read More
How to Easily Transfer Your Tax Refund into Your 529
Transfer your funds by completing Form 8888 using your online tax software, listing the accounts into which you would like your refund deposited, and attaching the form to your federal income tax return. Read More
College Savings Tips for Winter Months
Tips include making a profit from your clutter, meal prepping, staying home more often, unsubscribing from retail emails, and claiming receipts for cash back. Read More
Talking to My 9th Grader About Saving for College
A mother of three discusses when she started saving for college, expecting her children to contribute toward college costs, talking to her children about helping save for college, and tips to help families save. Read More
College Savings: How to Set It and Forget It
A new mother shares why she signed up for automatic monthly deposits into her U.Fund account, and teaches you how to do it too by adding your bank account information to your U.Fund, setting up automatic transfers, and determining the amount and transfer date. Read More