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