Information regarding your Account, including whether or not you have an Account, is confidential, and, unless otherwise authorized, will not be released even to your spouse, Beneficiary, or Successor Owner. If you wish, you may allow an individual such as your spouse or financial advisor to have any one of four levels of access to or control of the Account:
Level 1: access information and Account statements only;
Level 2: Level 1 permissions plus permission to make electronic contributions and change Tuition Levels;
Level 3: Level 2 permissions plus permission to authorize withdrawals (both qualified and non-qualified); or
Level 4: have full control including changing the account owner or beneficiary.
You may call Customer Service 1-800-440-4000 to designate an Authorized agent at Level 1. For all other levels, you must complete the Limited Power of Attorney/Agent Authorization form (for Levels 2 or 3) or the Power of Attorney forms (for Level 4). These forms are also available by calling Customer Service. Please note that for Levels 2-4, the form must be notarized. Your designations may be changed or revoked at any time in in writing for Levels 2-4 and over the phone for Level 1.
The Pennsylvania 529 College Savings Program sponsors two plans-the Guaranteed Savings Plan (GSP) and the Investment Plan (IP). The guarantee of the PA 529 Guaranteed Savings Plan is an obligation of the GSP Fund, not the Commonwealth of Pennsylvania or any state agency. Before investing in either plan, please carefully read that plan’s disclosure to learn more about that plan including investment objectives, risks, fees, and tax implications.