Ugift instructions

1. Print this page and write in your name and the amount
2. Make your personal check payable to Ugift:USAA 529 College Savings Plan and include ISABELLA J PERUSSE's name in your check's memo field
3. Mail the check and this page to:
   Ugift:USAA 529 College Savings Plan
   P.O. Box 55751
   Boston, MA 02205-5751

Gift-giver name

Account Owner MARK R PERUSSE Beneficiary ISABELLA J PERUSSE Gift Minimum $15.00

Make checks payable to: UGift:USAA 529 College Savings Plan Amount Enclosed: $

Ugift:USAA 529 College Savings Plan P.O. Box 55751 Boston, MA 02205-5751

Your contribution will be attributed to you if you include your full name in the boxes provided above. This gift will be deposited into a non-interest bearing gift account after receipt by the USAA 529 College Savings Plan in good order and then transferred directly into the beneficiary's USAA 529 College Savings Plan account approximately five business days later.

Accounts in the USAA 529 College Savings Plan are controlled by the Account Owner. Your gift contribution may have gift tax consequences or other tax implications. Please consult your tax advisor.

© 2025 Ascensus Broker Dealer Services, LLC., Member FINRA.  All rights reserved.