Individuals will need the following information

To open a U.Fund account, individuals will need the following information.

For the account holder (family member or loved one):

• Name
• Social Security Number or Employer Identification Number (EIN)/Federal Tax Identification Number
• Date of Birth
• Legal Address
• Phone Number
• Email Address
• Employment Information (if employed)

For the Beneficiary (the child):

• Name
• Social Security Number
• Date of Birth
• Legal Address