How do I make payments from my 529 Savings Plan or a Trust?

Summary

Descriptions and steps for 529 Plan and trust fund payments

Body

Payments from 529 Savings Plans, Prepaid Tuition, or Family Trusts

Payments submitted by 529 savings plans, 529 prepaid tuition, or a family trust should be mailed directly to the university at:

University of Central Oklahoma, Bursar's Office
100 N. University Drive, Box 107
Edmond, OK 73034-5209.

Important Steps

  1. Include Student Information: Always include the student’s full name and student ID number on the check.
  2. Contact Investment Group: Inform the investment group or financial advisor responsible for initiating payments about the university’s tuition due date.
  3. Letter of Authorization: If a 529 program, trust fund, or other third-party payer needs to be billed directly from the university (and cannot accept the bill in the student’s name), send the letter of authorization to the address provided above prior to the tuition due date.

Billing and Responsibility

  • The Bursar will place the authorized credit on the student’s account and bill the organization directly.
  • The student is ultimately responsible for ensuring that payment is received on time. Late and finance charges will be assessed to the student if payment is received late.

For more information on the 529 program, visit the Oklahoma's College Savings Plan website.

Details

Details

Article ID: 112761
Created
Wed 6/18/25 10:13 AM
Modified
Wed 6/18/25 10:13 AM