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Setting up a College Savings Account

Complete these steps with Caseworker

  1. Meet with caseworker and submit eligibility and goal documentation found here.
  2. Open scholarship account through scholarship signup link first found here. If possible, have the beneficiary or beneficiary’s parent enter their email for interested party access on the beneficiary information page. This will allow them visibility to their scholarship account.
  3. After the scholarship account is set up and the interested party email address is entered, an IP activation email is sent and the person will need to set up username and password.  
  4. Have the beneficiary or parent go to the Individual Wizard "getting started page" found here and log in as an existing my529 account owner with the username and password that they created as an interested party. Getting started page.
  5. Have the beneficiary or parent go through steps to complete the individual account signup and will see both the scholarship and individual account in their same login.
  6. Watch for $100 to be deposited into the account from CAP Utah. 

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