MI 529 Advisor Plan

Asking For & Giving Gift Contributions

Whenever there’s a holiday, birthday, other special occasion, give a gift that grows with them, an opportunity that lasts a lifetime.

Instead of the usual gift items, contribute to your child, grandchild, niece, nephew or friend’s kid’s account. With the MI 529 Advisor Plan, giving that gift is simple and straightforward.


How to Ask for eGifts

With the eGift option, you get an easy, secure way to ask friends and family for gift contributions. The service is included when you open your account and is free of charge.

  • REGISTER: Register and sign into your MI 529 Advisor Plan account online. Then simply select the eGift icon from the account summary screen.
  • SELECT: Choose the investment option you want your gift contributions to be credited toward in order to receive your unique eGift code.
  • SHARE: Create an invitation to send to your contacts OR share your unique eGift Code along with MI529advisor.com/eGift via social media or email.

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How to Give a Gift Contribution by Mail

  1. Download a blank gift deposit form.
  2. Ask the account owner for the account number you should use for your gift, and list it on the form.
  3. Complete a check payable to the MI 529 Advisor Plan. Note: to ensure the contribution is deposited into the account, make sure the investment portfolio number and account number provided to you by the account owner is clearly indicated on the check as well as on the gift deposit form.
  4. Make a copy of your check and the form and keep them for your records.
  5. Mail your check and the completed gift deposit form directly to the MI 529 Advisor Plan.
Standard Delivery Overnight Delivery Only
MI 529 Advisor Plan
PO Box 55070
Boston, MA 02205-5070
MI 529 Advisor Plan
30 Dan Road
Canton, MA 02021
The MI 529 Advisor Plan cannot accept cash contributions, starter checks, traveler’s checks, credit cards, convenience checks and some other forms of payment.
STANDARD DELIVERY

MI 529 Advisor Plan
PO Box 55070
Boston, MA 02205-5070

OVERNIGHT DELIVERY ONLY

MI 529 Advisor Plan
30 Dan Road
Canton, MA 02021

The MI 529 Advisor Plan cannot accept cash contributions, starter checks, traveler’s checks, credit cards, convenience checks and some other forms of payment.