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:

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].