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Resource Center Set Up Your MEFA U.Plan Online Account
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Resource Center Set Up Your MEFA U.Plan Online Account

Set Up Your MEFA U.Plan Online Account

Set Up Your MEFA U.Plan Online Account

In this video tutorial, you’ll be walked through the steps of setting up an online account for the MEFA U.Plan Prepaid Tuition Program. If you’re already saving in the MEFA U.Plan, creating an online account will make saving for college quicker, easier, and more convenient. Setting up an online account is easy and only takes 10 minutes. With an online account, you can access your account information anytime, set up automatic direct deposits to increase savings, view your balances, and go paperless. Get started today.

Transcript
If you have a U.Plan account and want to sign up for online access, here’s all you need to do.

Please note that this transcript was auto-generated. We apologize for any minor errors in spelling or grammar.

[00:00:00] If you have a U Plan account and want to sign up for online access, here’s all you need to do. Go to MEFA.org. Hover over the start to save tab, and click on the link to the U Plan page. You already have a U Plan account. So click on the link that says, create an online account. Now you’ll be prompted to create your online profile.

For this, the owner will need their social security number, date of birth, zip code, email address, and you plan account number now, create your user id. Click the box to consent to electronic delivery of the U Plan, program description and offering statement. For your security, we’ll need to email you with an authentication code.

Retrieve the code from your email and input it.

Next, create your password and establish your security questions. [00:01:00] Now you’ve got your username and password. You’ll be prompted to sign in. There’s one more authentication code to retrieve from your email. If you’re using your regular computer, you can click the box to skip these authentication codes in the future.

Hit log in and view your account. Enjoy having all of your account information at your convenience.