529 Plans

529 Plans

Students and/or parents should contact their 529 plan administrator directly and follow their process to make a withdrawal. You must allow for sufficient time to process the payment and have it mailed to the university. Make the check payable to University of San Diego, clearly marked with the student's name and nine-digit ID number. Mail the check to:

University of San Diego

Attn: Cashier, HC 211

5998 Alcala Park

San Diego, CA 92110-2492

Payments from 529 plans are posted to accounts within 1 business day of receipt. For questions regarding a 529 plan payment, please contact Student Accounts at or call 619.260.2700 (option #3).

529 Plan Rules Regarding Excess Distributions

If there is an excess distribution of funds from a 529 plan payment it will be refunded to the 529 plan directly.  Please refer to Publication 970 and consult your tax advisor or 529 plan administrator regarding the excess funds and tax implications.

Contact Information

Student Financial Services
Finance Office

Hughes Center 203, 209, 211
5998 Alcalá Park
San Diego, CA 92110

Phone: (619) 260-2700
Fax: (619) 260-4126

Click to see map to Hughes Center 203, 209, 211
Building Location on Campus Map

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