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| Confirmation date |
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03/14/2026
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Print your information if you want to keep it for your records.
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Get a Ugift code number, so family and friends can make gift contributions to your beneficiary's 529 account at any time. You can get your Ugift code at a later time, if you prefer.*
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View Ugift FAQs
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* By opting in, others will be able to view your and your beneficiary's names if they enter your Ugift code at Ugift529.com
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The Successor Account Owner is a person you trust who will take control of the account in the event of your death. This feature is optional, but recommended.
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Save for college little by little! An Automatic Investment Plan (AIP) lets you save over time by putting your contributions on autopilot. It's simple to set up and your contributions can be withdrawn directly from your bank account monthly or even quarterly. What could be easier? (See AIP note below.)
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Have you been saving for college with another 529 plan or a Coverdell Education Savings Account? Consider rolling over or withdrawing those assets into your New York's 529 College Savings Program Direct Plan 529 account. Just fill out our Incoming Rollover Form.
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| Notes: |
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(AIP) A plan of regular investment cannot assure a profit or protect against a loss in a declining market.
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