Making Account Changes

Below are a few of the most common account changes requested. For additional changes, such as changing the Beneficiary or Account Owner (or others listed on your GET account) look under Forms or call Customer Service at 1.800.955.2318.

Changes to your contact information (i.e. your address, email, phone number) can be made directly online. Log in to your GET account and go to " Account Profile."

Transfer Units

To transfer units from one student to another, please complete the Transfer Request form. The Transfer Request form must be notarized and mailed to GET Program, PO Box 43450, Olympia, WA  98504-3450.

• Please note the 500 units is the lifetime maximum for each student.

• To transfer units from a non-paid in full Custom Monthly Plan, please complete the Student Beneficiary Change form.

• Lump Sum units may be transferred at any time but must meet the two year wait before eligible for use.

Make changes to my Custom Monthly Plan

• Convert my Custom Monthly to a Lump Sum plan: You may convert your Custom Monthly Payment Plan to a Lump Sum Plan by completing the Account Change Request form.  Once you make this change you will not be able to keep the locked in unit price.  All prior payments received will be applied at the rate that was in effect when the payment was received.  You may continue to make Lump Sum contributions, but they will purchase units at the current unit price when your payment is received.  If you decide you want a Custom Monthly plan later you will need to open a new Custom Monthly plan during an open enrollment period.

• Reduce Terms: To reduce the term length on your contract, please complete the Account Change Request form.  Please be advised that this will typically cause a balance owing to bring your account current.  Call Customer Service at 1.800.955.2318 for more detailed information.

• Reduce Units: To reduce the unit amount on your contract, please complete the Account Change Request form.  You may reduce your contract in 50 unit increments.  Once you reduce the number of units in your contract you may not increase it back to your original amount.  However, you may open a new Custom Monthly account during any open enrollment period.

• Increase units in my Custom Monthly Plan: If you have an existing Custom Monthly Plan that you opened during the current enrollment period, you may complete the Account Change Request form to increase the amount of units in your contract. Or, you may print out your enrollment summary, make changes, sign it and return it to us by the last day of the enrollment period.

If you have a Custom Monthly plan that was opened during a previous enrollment period and you would like to increase your units, you will need to open a new account during an open enrollment period.

If you have a Lump Sum plan and you’d like to add a Custom Monthly Plan, please complete the Account Change Request form

If you had a Custom Monthly Plan that has already been converted to a Lump Sum plan, you will need to open a new account during an open enrollment period.

• Increase Terms: To increase the term length on your contract, please complete the Account Change Request form.  Please be advised that this may cause your account to be paid ahead.  Call Customer Service for more detailed information.
  
  
• Request a Refund: In general, you can request a refund after you've held your units for at least two calendar years, with some exceptions. Review our Refund and Cancellation policy for details. You may submit a notarized Refund/Cancellation Request form to: GET Program, PO BOX 43450, Olympia, WA 98504-3450. Please call Customer Service to hear other options for your account or for more detailed information click here.

Make changes to my Lump Sum Plan

• Add additional Lump Sum units: You may add to your Lump Sum plan at any time with the following payment options: 1. Send a payment coupon 2. Set up or change your Automatic Monthly Bank Withdrawal (ACH) 3. Set up or change your payroll deduction 4. Make an online payment through US Bank by logging into your GET account.
  
  
• Add a Custom Monthly Plan: Please complete the Account Change Request form to add a Custom Monthly Plan to your Lump Sum plan. This must be completed during an open enrollment period.
  
  
• Request a Refund: In general, you can request a refund after you've held your units for at least two calendar years, with some exceptions. Review our Refund and Cancellation policy for details. You may submit a notarized Refund Request form to GET Program, PO BOX 43450, Olympia, WA 98504-3450. Please call Customer Service to hear other options for your account or for more detailed information click here.

Change my Student’s Benefit Use Year

If your student is starting college sooner than expected, please complete the Change of Benefit Use Year form. Be advised that your units must be eligible for use, i.e. your Custom Monthly plan must be paid in full and/or your Lump Sum units must be at least two years old.  Please keep in mind that the longer the units are held in your account the more beneficial it will be.