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