Make sure your clients have a signature card on file so they can access their funds

Want to streamline your client’s my529 experience? Have them add a signature card to their my529 account. Providing a signature card is an important step in safeguarding your clients’ financial accounts. Without a signature card on file, there will be a delay in processing transactional forms.

Keep in mind, if your firm traditionally opens accounts via DocuSign, a signature card is still required.

You can check the account to see if your client has a signature card on file. The “current date summary report” shows if an account was opened online as well as their signature card status. You can also call my529’s Operations Department at (801) 418-2551 to confirm signature card status. Clients who do not have a signature card on file must fill out and submit Form 110.

If you have any questions, or need assistance with this process, please reach out to our dedicated my529 Professional Services Team by calling 888.529.1886. Please also check out our FAQ.

From the FAN — Summer 2024

Summer 2024 FAN

Help clients with Gen Z dependents explore higher education paths
Changes for three Vanguard funds affect underlying fund expenses
Administrative Asset Fee reduced for all investment options

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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 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.