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 Ugifts

With the Ugift 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.

  1. Once you have registered and set up online access for your MI 529 Advisor account, select the Ugift link from the "My Accounts" page.
  2. Once you are on the Ugift page, a unique Ugift code will be provided for each account.
  3. Friends and family can use your Ugift code at any time to easily make gift contributions at Ugift529.com.
  4. You can share your Ugift code using Ugift’s email, Facebook, Twitter, or printed party invitation inclusions. Another option for sharing is to print the Additional Contribution Form and mail it.

How to Give a Gift Contribution by Mail

  1. Download an Additional Contribution 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 account number provided to you by the account owner is clearly indicated on the check as well as on the Additional Contribution 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 55847
Boston, MA 02205-5847
MI 529 Advisor Plan
95 Wells Ave., Suite 155
Newton, MA 02459
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 55847
Boston, MA 02205-5847

OVERNIGHT DELIVERY ONLY

MI 529 Advisor Plan
95 Wells Ave., Suite 155
Newton, MA 02459

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