U-Plan Sign Up Thank You Page

U.Plan

Thank you for 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:

Contact information
SSN
DOB
Bank information (optional)
Each Beneficiary’s:
◦ Contact information
◦ SSN
◦ DOB
◦ College start year
Successor owner information (optional)

Complete Enrollment Now

Already saving with the U.Plan but not online?

What you’ll need:

SSN
One of your U.Plan account numbers

Create an Online Account

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

What you’ll need:

U.Plan username
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].