Download the U. Fund® College Investing Plan (MA) Application Supporting Documents

Please agree to the electronic delivery of the documents that will govern your account. You can then download the account application on the next page.

Open, read, and print the application's supporting documents

529 Fact Kit, Customer Agreement, and Other Supplemental Legal Documents (PDF)
This PDF contains documents that govern your account, including the 529 fact kit and customer agreement.

We encourage you to print or save these documents for future reference.

You can have a paper copy mailed to you by calling 800-544-2776.

Agree that we have provided you with the supporting documents online

By selecting I Agree, you consent to electronic delivery of the 529 Fact Kit and Customer Agreement.

The Account Application will be available on the next page.