Submitting forms is a breeze with these helpful tips

The my529 Relationship Management Team is committed to making your daily tasks as efficient as possible. To ensure a smooth process for you and your clients, here are some helpful tips to use when submitting forms:

  • Complete the required documentation: Some forms require additional documentation to be in good order.  Please review each form thoroughly to ensure that all required fields are filled out and signed.
  • Submit via email: Once your form is finalized, we offer options to submit to my529.
    • Mail: 60 S. 400 W. Salt Lake City Ut 84101
    • Fax: 800.214.2956
  • Verify DocuSign eligibility: Before submitting forms, confirm if the form is eligible to use DocuSign. Not all of our forms are compatible with DocuSign. All DocuSign eligible forms will have a DS symbol on the bottom right-hand side of the form.  We have a handy guide here.

We are always here to help! If you have any questions, please don’t hesitate to reach out to  the my529 call center by calling: 888.529.1886. 

From the FAN — Summer 2026

Summer 2026 FAN

Celebrating 30 years of my529!
my529 reduces Administrative Asset Fee for all investment options
Need to revoke LPOA with a former client? Here’s a guide to make it easy
Submitting forms is a breeze with these helpful tips
Are we headed your way?
New names for seven Vanguard funds used by my529

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Important Legal Notice

Investing is an important decision. The investments in your account may vary with market conditions and could lose value. Carefully read the Program Description in its entirety for more information and consider all investment objectives, risks, charges and expenses before investing. For a copy of the Program Description, call 800.418.2551 or visit my529.org.

Account Value. Investments in my529 are not insured or guaranteed by my529, the Utah Board of Higher Education, the Utah Education Savings Board of Trustees, any other state or federal agency, or any third party. However, Federal Deposit Insurance Corporation (FDIC) insurance is provided for the FDIC-Insured investment option. In addition, my529 offers investment options that are partially insured for the portion of the respective investment option that includes FDIC-insured accounts as an underlying investment. Units in my529 have not been registered with the United States Securities and Exchange Commission or with any state securities commission.

FDIC insurance is subject to limits set by federal law. Click here for more information about FDIC Insurance.

Non-Utah Taxpayers and Residents. The state in which you or your beneficiary pay taxes or live may offer a 529 plan that provides state tax or other benefits, such as financial aid, scholarship funds, and protection from creditors, not otherwise available to you by investing in my529. You should consider such benefits, if any, before investing in my529.

Consult an advisor. my529 does not provide legal, financial, investment or tax advice, and the information provided on this website does not contain advice and cannot be construed as such or relied upon for those purposes. You should consult your own tax or legal advisor to determine the effect of federal and state tax laws on your particular situation.

Morningstar rating. A Morningstar Analyst Rating™ for a 529 college savings plan is not a credit or risk rating. Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions. Morningstar does not represent its analyst ratings to be guarantees. Please visit Morningstar.com for more information about the analyst ratings, as well as other Morningstar ratings and fund rankings.

my529 does not pay commissions, loads or sales charges to financial advisors nor does it endorse financial advisors.

Information on this website is believed to be accurate when posted and is qualified in its entirety by the Program Description.

Utah Educational Savings Plan®

UESP®

Utah Educational Savings Plan® and UESP® are registered service marks.