Ugift



What is Ugift?®

Let friends and family help. Ugift is an innovative way to invite family and friends to celebrate birthdays and holidays with the gift of education savings. This easy-to-use service lets you invite the special people in your life to make gift contributions to your PA 529 account. And contributions can be deducted by the gift giver on their Pennsylvania state income tax returns.*

To get started, log in to your PA 529 account and click Ugift in the sidebar.

*Ugift is a registered service mark of Ascensus Broker Dealer Services, LLC, and is an optional service, separate from PA 529, and not affiliated with the Commonwealth or the Treasury Department.




*The availability of tax or other benefits may be contingent on meeting other requirements. A withdrawal or portion of a withdrawal, not used for qualified expenses may be subject to state and local income taxes. The earnings portion of the withdrawal will be subject to federal income tax and, with a few exceptions, an additional 10% federal income tax penalty.


Additional Ways to Save

Looking for more ways to boost your savings? Pennsylvania Treasury has partnered with this nationally recognized program to help you save more money. You can easily link to your PA 529 account.

Earn free money from Upromise. Upromise is an online service designed to help families earn extra money when you shop online or in stores, eat out, buy groceries, travel and more.

You can join Upromise online after enrolling in PA 529, or by going directly to Upromise.com/pa. Your accounts can be linked so money in your Upromise account gets automatically transferred to your PA 529 account. Grandparents, aunts, uncles, and family friends can join Upromise and direct their rebates into your Upromise account, too.

Upromise is an optional service, separate from PA 529, and not affiliated with the Commonwealth or the Treasury Department. Specific terms and conditions apply. Visit Upromise.com to learn more.

*The availability of tax or other benefits may be contingent on meeting other requirements. A withdrawal or portion of a withdrawal, not used for qualified expenses may be subject to state and local income taxes. The earnings portion of the withdrawal will be subject to federal income tax and, with a few exceptions, an additional 10% federal income tax penalty.

Connect With Us

Phone: 800-440-4000
Email: PA529@patreasury.gov

 

PA 529 College and Career Savings Program
613 North Drive | Room G-06
Harrisburg, PA 17120