Withdrawing Funds From A Upromise Account

Even if you do not have a CollegeInvest Direct Portfolio account that is linked to your Upromise account , you can withdraw your Upromise contributions at any time during your membership. To withdraw company contributions from your Upromise account, you have two options:

1. Download and complete a Upromise Withdrawal Request Form
2. Submit a letter in writing to Upromise requesting a withdrawal from your Upromise account. The letter must state your full name and exact amount that you would like to withdraw, up to total amount available in your account.

Please note that pending contributions are not eligible for withdrawal. 

For the protection of Upromise members, they require that your letter or Withdrawal Request Form either be notarized or contain a Signature Guarantee if the withdrawal request is in excess of $200. A Signature Guarantee is a guarantee you can obtain from a financial institution, such as your bank, that your signature is yours and that it is genuine.

Withdrawal letters or request forms should be sent to:

Upromise
ATTN: Customer Care
P.O. Box 55555
Boston, MA 02205-5555

Checks are sent once per calendar quarter, so you should typically receive your check within 12 weeks of your request being received.

If you have any questions regarding making wittdrawals from your Upromise account, you can contact Upromise by calling 1-888-434-9111.