U.Plan

Thank You

We appreciate your interest in the U.Plan. Click below to continue the account setup process.

Want to start saving with the U.Plan?

What you’ll need:

SSN
Address
Successor owner information (optional)
Each beneficiary’s:
◦ SSN
◦ DOB
◦ Address
◦ College start year

Complete Enrollment Now

Already saving with the U.Plan but not online?

What you’ll need:

Account number
SSN
DOB
ZIP Code
Email address

Create an Online Account

Already saving with the U.Plan and have online access?

What you’ll need:

U.Plan user ID
U.Plan password

Log In to Your U.Plan Account

If you need assistance, please contact a U.Plan customer service representative at (888) 590-5653 or [email protected].