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529 Plans | Office of the Bursar
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layout__region--content"> <div id="system_breadcrumb_block-f0a2ab61-17dd-4372-b0ea-c27d157bc1f0" class="block block-system block-system-breadcrumb-block"> <nav class="breadcrumb" role="navigation" aria-labelledby="system-breadcrumb"> <h2 id="system-breadcrumb" class="visually-hidden">Breadcrumb</h2> <ol> <li> <a href="/">Home</a> </li> </ol> </nav> </div> </div> </div> </section> <section role="region" class="layout layout--threecol-section layout--threecol-section--25-50-25 box mt40 mb0 legacy basic-page" aria-label="Basic Page"> <div class="layout-inner"> <div class="layout__region layout__region--first"> <nav role="navigation" aria-labelledby="menu_block-6442ebb5-700d-43f5-8c8d-fcc5de5c8a75-menu" id="menu_block-6442ebb5-700d-43f5-8c8d-fcc5de5c8a75" class="block block-menu navigation menu--main" id="main-navigation"> <h2 class="visually-hidden" id="menu_block-6442ebb5-700d-43f5-8c8d-fcc5de5c8a75-menu">Main navigation</h2> <ul class="menu"> <li class="menu-item menu-item--collapsed"> <a href="/tuition" data-drupal-link-system-path="node/988">Tuition</a> </li> <li class="menu-item menu-item--collapsed"> <a href="/student-account-statement" data-drupal-link-system-path="node/1004">Student Account Statement</a> </li> <li class="menu-item menu-item--collapsed"> <a href="/residency" data-drupal-link-system-path="node/1023">Residency</a> </li> <li class="menu-item"> <a href="/external-awards" data-drupal-link-system-path="node/1017">External Awards</a> </li> <li class="menu-item"> <a href="/military-aid" data-drupal-link-system-path="node/1015">Military Aid</a> </li> <li class="menu-item menu-item--active-trail"> <a href="/529-plans" data-drupal-link-system-path="node/1016" class="is-active" aria-current="page">529 Plans</a> </li> <li class="menu-item menu-item--collapsed"> <a href="/federal-perkins-university-loans" data-drupal-link-system-path="node/1052">Federal Perkins & University Loans</a> </li> <li class="menu-item"> <a href="/tax-credits-deductions" data-drupal-link-system-path="node/277">Tax Credits & Deductions</a> </li> <li class="menu-item menu-item--collapsed"> <a href="/international-taxes" data-drupal-link-system-path="node/995">International Taxes</a> </li> </ul> </nav> </div> <div class="layout__region layout__region--second"> <div id="field_block-6444d266-cbf0-4f14-8334-8186a6d3b5ca" class="block block-layout-builder block-field-blocknodepagetitle"> <span property="schema:name" class="field field--name-title field--type-string field--label-hidden"><h1>529 Plans</h1></span> </div> <div id="field_block-e23830b1-bbf7-4ce8-9183-dd07d9865489" class="block block-layout-builder block-field-blocknodepagebody"> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>Many financial advisors agree that 529 plans are one of the best ways for families to save for college. Many families across the country are finding that using a college savings plan to pay for college makes more sense than ever. All 50 states now offer these college savings plans. The specific requirements for establishing and withdrawing from a plan will vary by state, so please check with your state or visit <a href="http://www.savingforcollege.com/" title="Saving for College">www.savingforcollege.com</a> for links to information for all the state plans.</p> <p>Penn State does <strong>not</strong> request funds from College Savings Plans. <strong>To ensure funds arrive in a timely manner, follow all instructions provided by your College Savings Plan.</strong></p> <h3>Pennsylvania 529 Guaranteed Savings Program (GSP)</h3> <p>In Pennsylvania, the <a href="http://www.makecollegepossible.com/">Pennsylvania 529 College Savings Program</a> will send funds to Penn State after you provide them a copy of your tuition statement. If you are planning on using PA 529 GSP funds for the upcoming semester, please see the instructions below:</p> <p><strong>Student instructions:</strong></p> <ol> <li>After you receive an e-mail notification that your tuition bill is available, follow the steps below:</li> <li>Log in to your Student Home in <a href="http://lionpath.psu.edu">LionPATH</a></li> <li>Click on "My Finances" on top of the page</li> <li>Select "Manage My Account/Make A Payment" to get to your Student Account Dashboard</li> <li>Select "Statements" on the left side menu</li> <li>Click "Save" to download and save a PDF copy of the tuition bill for the account owner to submit with the Payment Authorization Form (PAF) or with an online qualified withdrawal.</li> </ol> <p><em>If the PA 529 GSP will only be paying a portion of the bill, make sure you pay the remaining balance by the due date.</em></p> <p><strong>Account owner instructions:</strong></p> <ol> <li>Complete the Payment Authorization Form (PAF) mailed to you by PA 529 GSP or access your account online at <a href="http://www.pa529.com/">www.pa529.com</a> to print a PAF or complete a qualified withdrawal online.</li> <li>If completing a qualified withdrawal online, upload an electronic copy of the tuition bill (see #4 above).</li> <li>If completing a paper PAF, mail or fax both the PAF and the copy of the tuition bill to PA 529 GSP.</li> </ol> <p style="margin-left: 40px;">PA 529 Guaranteed Savings Program<br> Guaranteed Savings Plan<br> Processing Center<br> PO Box 55463<br> Boston, MA 02205-5463<br> Fax: 617-559-2452</p> <p><strong>Please note: </strong>Penn State cannot request funds on behalf of the account owner. Therefore, please <strong>DO NOT</strong> mail your PAF to Penn State.</p> <p>PA 529 GSP mails PAFs in July or early August (after the rates are set at PA 529) for the fall semester and in October for the spring semester. Summer PAFs are provided upon individual request. Additionally, a PAF can be obtained online at <a href="http://www.pa529.com/">www.pa529.com</a> or by calling 1-800-440-4000.</p> </div> </div> </div> <div class="layout__region layout__region--third"> <div id="inline_block-85e96cd0-b1b1-4ca4-ad66-a8535b7dcf4c" class="block block-layout-builder block-inline-blockbasic"> <div class="text-align-left "> </div> </div> </div> </div> </section> </div> </article> </div> </div> </div> </main> <footer role="contentinfo"> <div class="footer-inner"> <div class="region region-footer"> <div id="block-footer" class="block block-block-content block-block-content402e9e58-6905-4c84-ad06-b095e4e3ed29"> <div class="bottom-mark"> <a href="https://psu.edu"> <img src="/themes/custom/fb/img/psu-mark-footer.png" alt="Penn State home page"></a> </div> <div class="unit-info"> <ul class="details"> <li> <div class="field field--name-field-text-field field--type-string field--label-hidden field__item">103 Shields Building, 664 Curtin Road, University Park, Pennsylvania 16802</div> </li> <li class="bold"><a href="tel:814-865-6528">814-865-6528</a> </li> <li class="bold"> <div class="field field--name-field-contact-us-link field--type-link field--label-hidden field__item"><a href="/contact-us">Contact Us</a></div> </li> </ul> <ul class="with-border tight"> <li><a href="https://www.psu.edu/web-privacy-statement">Privacy Statement</a></li> <li><a href="https://policy.psu.edu/policies/ad85">Non Discrimination</a></li> <li><a href="https://www.psu.edu/accessibilitystatement">Accessibility</a></li> <li><a href="https://policy.psu.edu/policies/hr11">Equal Opportunity</a></li> <li><a href="https://www.psu.edu/legal-statements">Legal Statements</a></li> </ul> <ul class="tight"> <li>The Pennsylvania State University © 2025 </li> <li><a href="/login">Login</a></li> <li class="footer-svg"><img src="/themes/custom/fb/img/we-are-penn-state.svg" alt="We Are Penn State"></li> </ul> </div> </div> </div> </div> </footer> </div> </div> <script src="/sites/bursar/files/js/js_zG3pfRDZ6QBRe_tKt1MX6z_TCexZq0yQQxui08ABUuc.js?scope=footer&delta=0&language=en&theme=fb&include=eJx9jVEOwyAMQy9E4UgIugDpgCAS2h1_rB_TNHX7sZ5tWQ7exEze5YXXjk1YBW9KgTpewBnX-7LNkKq4A5gKmA_WvMd_neaERUWimMGKiyZO-fbabe6hGAUOvIF1GboYrCiKR4MekJN501VmE-3QsQrUy409iYfnX22jeY9Un5Yaavk"></script> <script type="text/javascript" src="https://bot.ivy.ai/bot/script/category/90JvaRm8Ob7KwjGBb2G6EZXoB3peVnNz" referrerpolicy="no-referrer-when-downgrade" async></script> </body> </html>