Upromise® helps families save for education. With access to saving strategies, simple savings tools, and unique savings offers, Upromise can help you accelerate your education savings every day. When you join Upromise, you become a member of a community of like-minded individuals who share a common goal: saving for education.
Here's how it works: Join Upromise for free and then do what you normally do—buy groceries, shop online, book travel, dine at restaurants, and more—through participating partners. A percentage of your eligible spending will be deposited in your Upromise account. Signing up is fast, easy, and secure.
You can easily link your Upromise account with your eligible 529 account and have your education savings automatically transferred into your KY Saves 529 account.1 Visit Upromise.com for more information and to enroll for free.
1Upromise is an optional program offered by Upromise, Inc., is separate from KY Saves 529, and is not affiliated with the Commonwealth of Kentucky, KHEAA, or Ascensus or its affiliates. Terms and conditions apply to the Upromise program. Participating companies, contribution levels, and terms and conditions are subject to change at any time without notice. Transfers from Upromise to a KY Saves 529 account are subject to a $25 minimum.
Upromise, the Upromise logo, and other Upromise names and logos are service marks or registered service marks of Upromise, Inc.
For more information about the Kentucky Educational Savings Plan Trust (KY Saves 529), call 877-598-7878 or visit www.kysaves.com to obtain a Program Description, which includes investment objectives, risks, charges, expenses, and other important information. Read and consider it carefully before investing.
Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You also may wish to contact directly your home state’s 529 college savings plan(s), or any other 529 plan, to learn more about those plans’ features, benefits, and limitations. You should also consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.
KY Saves 529 is administered by the Kentucky Higher Education Assistance Authority. Ascensus College Savings Recordkeeping Services, LLC, is the Program Manager. The Program Manager and its affiliates have overall responsibility for the program’s day-to-day operations, including investment advisory services, recordkeeping, and administrative services.
Investment returns will vary depending upon the performance of the Investment Options you choose. Except to the extent of FDIC insurance available for the Capital Preservation Option, depending on market conditions, you could lose all or a portion of your money by investing in KY Saves 529. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.
Ugift is a registered service mark of Ascensus Broker Dealer Services, LLC.