Tax Refund Contribution

One more step

You elected on your Utah state income tax form to contribute some or all of your refund to a my529 educational savings account. The Utah State Tax Commission has sent us the refund amount you elected to contribute, but you received a notification from us because you have not yet opened a my529 account.

If you wish to open a my529 account, follow the steps below to fill out a digital account agreement.

How to begin saving with my529

Gather necessary documentation

Have the following on hand before you open an account:

  • Account Owner: Social Security Number/Taxpayer Identification Number.
  • Beneficiary: Social Security Number/Taxpayer Identification Number, birthdate, and physical address.
  • Successor Account Owner (optional). Social Security Number/Taxpayer Identification Number and birthdate.
  • Contributions (optional). Account and routing numbers for your bank or credit union.

Read the Program Description and open an account

Before you open a my529 educational savings account, please carefully read the Program Description in its entirety for more information to understand the risks associated with investing in my529.

Program Description
open account online
form 100 – account agreement

Choose an investment strategy

my529 has a variety of investment options—Target 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 Contribution.
  • By Gift.
  • Rollover.

Contact us

If you have questions, you may contact my529.

Phone

Toll-free: 800.418.2551
Local: 801.321.7188

Email

info@my529.org

Mailing address

my529
PO Box 145100
Salt Lake City, UT
84114-5100

Find us on social media:

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 that includes FDIC-insured accounts as an underlying investments. 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.