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Set up my account for online access

The account owner (Purchaser) must set up the College Illinois! account for online account access. If you are a first time user, select Account Log in and then click on the New User Set Up button.  When accessing your account for the first time, you will need your College Illinois! account number and the account owner (Purchaser) SSN and you will have to create a password (PIN) during the registration process.  If you have more than one College Illinois! account, all accounts with the same owner (Purchaser) will be displayed once you register.  Any questions or concerns should be directed to customer service at 1-877-877-3724, option 2.

Reset my password (PIN) to access my account online

If you are unable to log in to your account after several attempts, have forgotten your password (PIN) or would like to reset your password, please select the I Forgot My Log in Information link provided on the log in screen and follow the instructions. A new password will be sent to the email address on file with College Illinois!. If necessary, the account owner (Purchaser), can send a written, signed request to clear the existing password from the account. After the existing password is cleared, you can log in as a new user and designate a new password. Please fax requests to College Illinois! at 1-800-519-4652 or mail to College Illinois!, P.O. Box 44030, Jacksonville, FL 32231-4030.

Change the mailing address or email address for my account

To change a mailing address or email address for the account owner (Purchaser) or child (Beneficiary), log in to your account and visit the Maintain Profile section. Here you can update the address, phone number, and email address. Or, you can complete and submit the Change of Mailing or E-mail Address Form to College Illinois! following the instruction on the form. Contact customer service at 1-877-877-3724, option 2, to request a form by mail.

Change the Beneficiary of my account

To change the Beneficiary or future student designated on the account, the account owner (Purchaser) must complete and submit the Change of Beneficiary Form  to College Illinois! following the instruction on the form. In the event of a Beneficiary’s death, please use the Change of Beneficiary Due to Death Form. The new Beneficiary must be eligible to receive the contract benefits and be a member of the extended family of the original Beneficiary, as defined in the Disclosure Statement and Master Agreement. A service fee for this change may apply. Contact customer service at 1-877-877-3724, option 2, to request a form by mail.

Change the Purchaser of my account

To change the account owner (Purchaser) of a College Illinois! account, the current account owner (Purchaser) must complete and submit a Change of Purchaser Form to College Illinois! following the instruction on the form. In the event of a Purchaser’s death, please use the Change of Purchaser Due to Death Form. A service fee for this change may apply. Contact customer service at 1-877-877-3724, option 2, to request a form by mail.

Designate or change a Successor Purchaser

To designate or change the Successor Purchaser of a College Illinois! account who would take control of the prepaid tuition contract in the event of the account owner’s (Purchaser’s) death, the account owner (Purchaser) must complete and submit a Successor Purchaser Form to College Illinois! following the instruction on the form. Contact customer service at 1-877-877-3724, option 2, to request a form by mail. 

Cancel my account

To cancel a College Illinois! account, the account owner (Purchaser) must complete and submit a Cancellation Form to College Illinois! following the instruction on the form. Cancellation fees will apply and be deducted from the refund issued. Refund amounts depend on the nature of the cancellation (voluntary, death or disability of the Beneficiary) and are typically issued within 3-4 weeks after the cancel request is received. For a cancellation quote or to request a form by mail, contact customer service at 1-877-877-3724, option 2. 

Prevent my account from canceling due to delinquent payments

Under the terms of a College Illinois! contract, when an account is delinquent in payment for 210 days, the account is cancelled and a refund is issued to the account owner (Purchaser). Written notice is sent to the Purchaser thirty days prior to an account being cancelled. Options such as a different payment plan or a plan downgrade may be available to you instead of allowing the account to cancel for delinquent payment. Please contact customer service at 1-877-877-3724, option 2, to review any options that may be available.

Change the payment option for my account

To change the payment option (extend or shorten the length of scheduled contract payments) of an existing account, the account owner (Purchaser) must obtain pricing information by contacting customer service at 1-877-877-3724, option 2. After obtaining this information, the account owner must complete and submit a Plan Change Form to College Illinois! following the instruction on the form. A service fee for this change may apply.  Contact customer service at 1-877-877-3724, option 2, to request a form by mail. 

Arrange for automatic withdrawal (ACH) for my monthly payment

To start making your monthly payment by automatic withdrawal (ACH), the account owner (Purchaser) must complete and submit an Automatic Withdrawal Authorization Form to College Illinois! following the instruction on the form. You can select from one of three dates available for the automatic withdrawal each month. Please continue to make your monthly payments by check until you are notified that the automatic withdrawal request has been processed. Contact customer service at 1-877-877-3724, option 2, to request a form by mail.

Increase the number of semesters on my account (upgrade)

Changes to the number of semesters covered by a College Illinois! account can be made any time prior to the Beneficiary using contract benefits. All account upgrades (increase in the number of semesters the account covers) take into consideration the balance previously paid but also require an actuarial fee and immediate payment to ensure the new account is up-to-date on the payments due. The actuarial fee reimburses your prepaid tuition account for the amount of time the program did not have all contract funds invested on your behalf. If you are making installment payments, an account upgrade will likely require an increased installment amount for future payments. No one Beneficiary can have more than nine semesters prepaid on their behalf.

The account owner (Purchaser) can upgrade or increase the number of semesters by calling customer service at 1-877-877-3724, option 2, to obtain an upgrade quote. To complete an account upgrade, the account owner must complete and submit a Plan Change Form along with the upgrade payment amount due to College Illinois!, following the instruction on the form. A service fee for this change may apply and will be included in the quote provided by customer service.  Contact customer service at 1-877-877-3724, option 2, to request a form by mail.

Decrease the number of semesters on my account (downgrade)

Changes to the number of semesters covered by a College Illinois! account can be made any time prior to the Beneficiary using contract benefits. All account downgrades (decrease in the number of semesters the account covers) take into consideration the balance previously paid. Account downgrades may reduce future installment amounts or entitle you to a refund. This option may be helpful if you are having difficulty making scheduled installment payments or have incurred financial hardship that may lead to cancellation of the account.

The account owner (Purchaser) can downgrade or decrease the number of semesters by calling customer service at 1-877-877-3724, option 2, to learn about the downgrade options available for each specific account. To complete an account downgrade, the account owner must complete and submit a Plan Change Form along with the service fee for this change to College Illinois! following the instruction on the form. Contact customer service at 1-877-877-3724, option 2, to request a form by mail.

Request a payoff quote for my account

To request a payoff quote for an existing account, log in to your account and visit the Financial Information section. Or, contact College Illinois! at 1-877-877-3724, option 2, to request a payoff quote from a customer service representative or through our automated phone system.

Roll over funds from another college savings or education fund to my account

You may rollover funds from another 529 qualified tuition program, Coverdell Education Savings Account or certain qualified U.S. savings bonds to College Illinois! without negative tax consequences. The College Illinois! account must be established and you, as the account owner (Purchaser), must request the transfer of funds from the other institution. Our Rollover Reporting Form must then be completed and sent to College Illinois! along with documentation from the transferring institution that shows the basis versus earnings portion of the rollover or the entire rollover will be treated as earnings. In order to retain the tax-free treatment of the rollover, all withdrawals must be transferred to College Illinois! within 60 days of the initial withdrawal.    Contact customer service at1-877-877-3724, option 2, to request a form by mail.

You may roll over funds for the same Beneficiary once every 12 months without federal tax consequences. You may roll over funds at any time without tax consequences if you change the Beneficiary to a member of the family, as defined by the IRS, to include virtually any relative of the previous Beneficiary. Qualified U.S. savings bonds are any Series EE bonds issued after 1989, and all Series I bonds. Additional age and income limits apply.

Please see the Disclosure Statement and Master Agreement for details regarding tax advantages and implications. The College Illinois! Prepaid Tuition Program cannot provide legal or tax advice.

Transfer funds from UTMA/UGMA accounts to my prepaid tuition account

Since every situation is unique, College Illinois! recommends that you speak to a professional tax advisor before liquidating Uniform Transfer to Minors Act (UTMA) and Uniform Gift to Minors Act (UGMA) assets to fund a College Illinois! account. If you do choose to use UTMA/UGMA assets for College Illinois!, you will need to submit a UGMA/UTMA Form acknowledging your responsibility to maintain the custodial status of the assets, releasing College Illinois! from liability associated with the transfer of funds. Certain restrictions apply to the treatment and ownership of a College Illinois! account when custodial funds are involved.  Contact customer service at 1-877-877-3724, option 2, to request a form by mail.

Please see the Disclosure Statement and Master Agreement for details regarding tax advantages and implications. The College Illinois! Prepaid Tuition Program cannot provide legal or tax advice.