State Treasurer of Iowa

Trusted Contact Security Option

Dear College Savings Iowa account owner,

In an effort to stay on the cutting edge of account security, we are now offering another option to help keep your college savings secure. As a College Savings Iowa account owner, you now have the opportunity to name a “Trusted Contact” as an extra protection against fraud for your accounts. The Trusted Contact is intended to act as a resource if College Savings Iowa loses contact with you or believes your assets may be at risk. A Trusted Contact is authorized to be contacted by College Savings Iowa in the event certain account events occur.

To set up your Trusted Contact, access your online College Savings Iowa account, select the Profile and Documents option, then select Trusted Contact on the left-hand side. You may also download and print a physical form. Mail the completed form to the address on the form.

If you have any questions or concerns regarding this new security option, please contact our account experts by phone at 888.672.9116 or email at CSI@collegesavingsiowa.com.

Sincerely,

Michael L. Fitzgerald

State Treasurer

                                                                                                                                                                                                                                                                                                  

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