Union Plus

Union Plus is brought to you by Union Privilege, established by the AFL-CIO to provide consumer benefits to members and retirees of participating labor unions. Learn More
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College Savings Grant

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Benefit Description

Deadline: All application materials must be completed and received by Union Plus by May 31, 2013.

These grants are only available as long as funds last.

$500 grant to members who open a new 529 college savings or a pre-paid tuition account after July 1, 2011.

Your 529 account beneficiary must be 12 years old or younger at the time your open your 529 account.

Once you open the 529 account, you must build savings of at least $1,000.

 

Requirements

  1. You must be a union member or union retiree.*
  2. Open a new, 529 Savings or a pre-paid tuition plan after July 1, 2011. Only accounts opened by the union member are eligible. Your 529 account beneficiary's age must be 12 years old or younger at the time you open your 529 account.

    You can open a 529 plan with a first deposit of less than $100 in some states, including New York and California. 

    Need help in selecting a plan?  You can choose any state plan. 

    Start saving for college now: How 529 plans can help

    To compare state plans and find out more about 529 Plans at SavingForCollege.com.

    Check out ConsumerReports.org's 529 Savings Plans that Make the Grade.

    Check out the Morningstar report on the best and worst 529 plans.
  3. Contribute at least $1,000 to your new 529 Savings or Pre-paid Tuition Account. You may combine the totals from multiple 529 plan accounts as long as each plan meets the grant requirements.
  4. Apply for the grant with the required documentation listed below.
  5. Lifetime limit: one $500 college savings grant per union household.
 

How to apply - the application is now closed.

All steps must be completed and documents received by Union Plus by May 31, 2013.

  1. Complete the online application form after you open your 529 account.  NOTE:  All accounts must be opened after July 1, 2011 and must be in the union member's name.
  2. When your account has a balance of at least $1,000, mail the following:

    • A letter or first statement from the plan sponsor showing the date the account was opened.
    • A current statement showing a minimum balance of $1,000
  3. ATTN: College Savings Grants
    Union Privilege
    1100 1st Street, NE, Suite 850
    Washington, DC 20002

  4. You will be notified by mail.  Please allow 4-5 weeks for application processing.
 

 

*AFT and IBT members are not eligible for Union SAFE college savings grants.

Explore Union Plus

Help if you don’t know your union

Your union membership dictates which Union Plus benefits you are eligible to use.

  1. What your national union’s name (not just your local number)? Scroll through the list we have to see if you recognize your union.
  2. What type of work do you do (select your occupation)?
  3. Do you have a union member card or union publication/letter that shows the name of your union? Find something with the name of your union, not just a local number.
  4. Is there a shop steward or work colleague you can ask what the name of your union is? You can even ask your human resources department to tell you the full name of your union?
  5. Do you have a Union Plus Credit Card? If so, the name and logo for your international union should appear on the front of the card.

Union Plus Credit Card

Union members are automatically eligible for their union's Union Plus benefits and you do not need to be a Union Plus Credit Cardholder in order to access your union's Union Plus benefits.

But - if you are a Union Plus Credit Cardholder, you could be eligible for additional discounts.