Enrollment template

 

H/L – BUSINESS OR COMMUNITY NAME

Hello, we recently met you at (event). Thank you for taking the time to speak with my529 and learn more about Utah’s educational savings plan.

Because of your interest, we have a special offer for you from my529.

(Promo offer)

Learn more about investing with my529

Start saving today

Read the Program Description and open an account

If you are opening an investment account, please read the Program Description to understand the risks associated with investing in my529.

Choose an investment strategy

my529 has a variety of investment options—Enrollment Date, Static and Customized. Underlying funds include offerings from Vanguard, Dimensional, PIMCO, and FDIC-insured accounts.

Make a Contribution

You can contribute to your my529 account in several different ways.

  • Online through my529
  • Online through your bank or credit union
  • Bill Pay
  • Payroll Conrtibution
  • Gift
  • Rollover

Other resources