Ugift



What is Ugift?®

Let friends and family help. Ugift is an innovative way to invite family and friends to celebrate birthdays and holidays with the gift of education savings. This easy-to-use service lets you invite the special people in your life to make gift contributions to your PA 529 account. And contributions can be deducted by the gift giver on their Pennsylvania state income tax returns.*

To get started, log in to your PA 529 account and click Ugift in the sidebar.

*Ugift is a registered service mark of Ascensus Broker Dealer Services, LLC, and is an optional service, separate from PA 529, and not affiliated with the Commonwealth or the Treasury Department.




*The availability of tax or other benefits may be contingent on meeting other requirements. A withdrawal or portion of a withdrawal, not used for qualified expenses may be subject to state and local income taxes. The earnings portion of the withdrawal will be subject to federal income tax and, with a few exceptions, an additional 10% federal income tax penalty.


Boost your college savings with Upromise®

Upromise is a free service that helps families save for college by providing opportunities to earn cash back rewards for everyday activities such as online shopping, dining, grocery shopping, purchasing gift cards and more. Rewards are automatically deposited as contributions to your PA 529 Investment Plan or Guaranteed Savings Plan account when you reach $50 in rewards.

Join Upromise for free today:

  • Earn $5.29 in bonus rewards when you open a new Upromise account.
  • Earn an additional $25 in bonus rewards when you link your first PA 529 Investment Plan or Guaranteed Savings Plan account to your new Upromise account.
  • Earn additional rewards continuously by shopping, dining, answering surveys and more everyday activities.  
  • Link your Upromise account to your 529 plan account and you’re automatically entered into the monthly Upromise 529 Scholarship drawing of five $529 scholarships.

Learn more at Upromise.com.  It’s fast, easy, and secure.

Upromise is an optional service, separate from PA 529, and not affiliated with the Commonwealth or the Treasury Department. Specific terms and conditions apply. Participating companies, contribution levels, and terms and conditions are subject to change at any time without notice. Transfers from Upromise to a PA 529 Investment Plan or Guaranteed Savings Plan account are subject to a $50 minimum.

Upromise and the Upromise logo are registered service marks of Upromise, LLC.

Connect With Us

Phone: 800-440-4000
Email: PA529@patreasury.gov

 

PA 529 College and Career Savings Program
613 North Drive | Room G-06
Harrisburg, PA 17120