Home
12
   Plan Benefits
11
   How our Plan Works
10
   Investment Options
9
   Planning Tools
8
   Frequently Asked Questions
7
   Forms
6
   Investment Returns
5
   Request Materials
4
   OPEN AN ACCOUNT ONLINE
3
 
ACCOUNT OWNER SERVICES
2
1

 

Contact Us
News

 

Forms  

These forms may be viewed using Adobe Acrobat Reader. Click on the form you need, print and follow instructions to complete. Utah Educational Savings Plan recommends printing the form twice, one to sign and send to UESP and one for your records. Once you have completed the form please fax it to 800.214.2956 or mail it to:

Mailing Address:
Utah Educational Savings Plan
PO BOX 145100
Salt Lake City, Utah 84114-5100

Overnight Address:
Utah Educational Savings Plan
Board of Regents Building
The Gateway
60 South 400 West
Salt Lake City, UT 84101-1284

If you have any questions about the forms, please call
800.418.2551 or 801.321.7188 or e-mail us at info@uesp.org

You can now update your personal account information online.
To change the account owner or beneficiary addresses, phone numbers, or successors, log into Account Access and click on the appropriate UESP
account number.

You may also download the Account Information Change form (form 500), or the Primary/Secondary Successor Owner Designation or Change form (form 515) from this Web page. Complete the appropriate form and submit to UESP via fax or mail.

Documents

Please read the Program Description carefully before opening an account

Forms

 

To view and print out the forms you must have the Acrobat Reader.  Acrobat Reader is a free program, simply click on the Adobe icon to get your copy.

Get Acrobat
     
   
 

Contact Us | Building Location Map | Site Map | Privacy Policy | Legal Disclaimer

© UESP 2005-2008
The terms Utah Educational Savings Plan and UESP are registered trademarks.

 
   
 

Investors should read the Program Description and consider all investment objectives, risks, charges, and expenses before investing. The Program Description is available on the Web or by calling 800.418.2551.

Investments are not guaranteed by UESP, the Board of Regents, the UHEAA government agency, the FDIC, or any other state or federal government agency. Your investment may lose value.

Investors who are not Utah taxpayers should determine whether the state in which they reside or pay taxes offers a 529 plan and if so, whether that plan offers state tax or other benefits not available through UESP.