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Automatic Investment Program
The SMART529 Automatic Investment Program (AIP) is an easy way to make regular contributions to a college savings account. Just provide the dollar amount and frequency of your contributions (typically monthly), and they'll be transferred electronically from the bank or credit union account you specify to your SMART529 account.
Payroll Direct Deposit
Automatic payroll direct deposit makes saving for college nearly effortless. Your employer must be able to support this feature.
Good to Know
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 SMART529 Plan account when you reach $50 in rewards.1
Join Upromise for free today:
Add college savings to your wish list with Ugift, a unique service that lets you invite family and friends to celebrate special occasions with gift contributions to your beneficiary's 529 account.
You can email or print gift invitations with a Ugift coupon specially coded for your account. Your family members or friends send in their contribution (for as little as $25) with the gift coupon, and your account is credited.
Learn more at Upromise.com.
Ugift® lets you invite family and friends to celebrate occasions with the most meaningful gift of all: money towards a college education.
Fill in your celebration details and enter your invitee list and their email addresses. With the click of a button you can send out an invitation and a specially coded gift coupon via email. You can also print out coded Ugift® coupons to hand or mail out.
When family and friends mail back the gift coupon with a check (minimum of $25.00) a code on the coupon links it to your celebration, approximately five days after the celebration date the gift contribution is invested directly into your SMART529 account. A "Thank You" email is also sent to your invitee to acknowledge receipt of the gift if the gift-giver's address was entered on the e-invitation.
Gift of College is an online gift registry program that allows family and friends to contribute toward higher education. You can give gift cards conveniently online via email or physically in the mail (minimum of $25). The card can easily be redeemed right into a college savings 529 account.
1 Upromise is an optional service offered by Upromise, Inc., is separate from SMART529 WV Direct, and is not affiliated with the State of West Virginia and Hartford Funds. Specific terms and conditions apply. Participating companies, contribution levels and conditions are subject to change without notice. Transfers are subject to a $50 minimum.
Upromise, Inc. is not affiliated with the State of West Virginia or Hartford Funds.
"Upromise" is a registered service mark of Upromise, Inc.
Ugift is a registered service mark of Ascensus Broker Dealer Services, Inc.
Gift of College is not affiliated with the State of West Virginia or Hartford Funds.
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