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What happens with U.Plan proceeds if weve saved too much or my child receives a scholarship?

April 26, 2017child happens proceeds Saved scholarship u.plan

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What happens with U.Plan proceeds if weve saved too much or my child receives a scholarship?

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If you saved more than you need or have received scholarships, we’ll send your investment amount plus CPI interest to you, and you’ll be able to use what you need to pay for education. You may also transfer the funds to another beneficiary within your family.