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[Save more for college - earn more on your tax refund with a great rate]( [View Images](
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{NAME}'s Account: [Log in]( »
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[Earn MORE on Your Tax Refund While Saving for College with Upromise GoalSaver](
[Earn MORE on Your Tax Refund While Saving for College with Upromise GoalSaver](
Dear {NAME},
For many, a tax refund is the biggest paycheck of the year. Don't settle for less, earn even more this tax season with a rate of 0.85% APY1 when you open a new [Upromise GoalSaver Account](. Deposit some (or all) of your tax refund into a Upromise GoalSaver Account and start earning more on your savings.
Earn 0.85% APY1 While Saving for College PLUS:
• Cash Rewards when you make regular deposits2
• 10% Match on transferred Upromise earnings2
• $100 Bonus for being a loyal customer2
• No minimum balance or deposits required
It's a Faster (and Better) Way to Save for College!
[Learn More »](
{NAME} 's Account: [Log in »](
[COUPONS & DEALS]( |
[EARN]( |
[REDEEM]( |
[SEARCH PARTNERS](
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Upromise Customer Care: 1-800-UPROMISE [(Mon - Fri 9AM-9PM ET)]( or [submit your question online]( »
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This email contains an advertisement/solicitation from Upromise, [85 Wells Ave., Ste 110, Newton, MA 02459](.
Upromise GoalSaver Accounts are offered through Sallie Mae Bank, Member FDIC.
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1 Advertised Annual Percentage Yield (APY) for the Upromise GoalSaver Account is variable and may change after account opening, applies to personal accounts only, and is accurate as of 3/14/2017. Fees could reduce earnings. Please refer to the Account [Terms and Conditions Agreement]( for details.
2 Cash rewards will post to Upromise GoalSaver Account(s) in the form of interest payments and is subject to taxable income rules. Each cash reward program is subject to individual eligibility requirements:
• 10% Match on Upromise Rewards: To be eligible for the 10% annual match on your Upromise earnings from Upromise, you must link your Upromise GoalSaver Account to your Upromise Rewards Account and either: 1. Within 90 days of opening your Upromise GoalSaver Account, make your first of at least 10 externally funded credit/deposit transactions into the Upromise GoalSaver Account and complete at least 10 externally funded credit/deposit transactions within the anniversary year or 2. Within 90 days of opening your Upromise GoalSaver Account, fund your Upromise GoalSaver Account with $5,000 or more and maintain an average daily balance of $5,000 or more during the 12 months from Account opening. Should you fail to meet the requirements during the anniversary year, you will have the opportunity to become eligible for the 10% match in additional years if, by your anniversary date, you (a) link your Upromise GoalSaver Account to your Upromise Rewards Account, and (b), you either meet the $5,000 average daily balance minimum funding requirement, or you meet the 10 externally funded credit/deposit requirement in the anniversary year. If you qualify for the 10% match based on having the average daily balance of $5,000 in your Upromise GoalSaver Account, you must maintain that average balance in your Upromise GoalSaver Account for the duration of the anniversary year for which your transferred earnings will be matched. Once you complete the steps above, Upromise will match 10% of your Upromise earnings that you transfer from your Upromise Rewards Account into your Upromise GoalSaver Account during each anniversary year. Your match will be deposited into your Upromise GoalSaver Account within 60 days after your anniversary date, provided that both Accounts remain active at time of transfer. Please refer to GoalSaver [FAQs]( for additional information.
• Annual Bonus: $10 Annual Bonus will post to your Upromise GoalSaver Account within 60 days of the completion of each anniversary from the date your Account was opened. To be eligible for the bonus each year, you must have a recurring deposit post at least 10 out of the 12 months in an amount not less than $10 each deposit and your Account must be in an open status at the time of bonus posting.
• Loyalty Bonus: $100 will post to your Upromise GoalSaver Account within 60 days of the completion of the 3rd year anniversary of when your Upromise GoalSaver Account was opened. To be eligible the Upromise GoalSaver Account must maintain at least $0.01 up until the day before the 3rd anniversary date, a $5,000 balance must be reached by and remain in the account on the 3rd anniversary date and the Upromise GoalSaver Account must be in an open status at the time of bonus posting.
We reserve the right to modify or discontinue features, benefits and services including cash rewards and bonuses at any time without notice. Other terms and conditions may apply. Upromise Rewards Accounts are not FDIC-insured, carry no bank guarantee and may lose value. Please visit [Upromise.com]( for most up-to-date product features.
Terms and conditions apply to the Upromise service. Participating companies, contribution levels and terms and conditions are subject to change at any time without notice. Go to [Upromise.com]( to learn more.
[Legal Information]( In To Your Account](
© 2017 Upromise, Inc. All rights reserved. Upromise, the Upromise logo, and other Upromise names and logos are service marks or registered service marks of Upromise, Inc. Sallie Mae, the Sallie Mae logo, and other Sallie Mae names and logos are service marks or registered service marks of Sallie Mae Bank or its subsidiaries. All other names and logos used are the trademarks or service marks of their respective owners. SLM Corporation and its subsidiaries, including Sallie Mae Bank and Upromise, Inc., are not sponsored by or agencies or the United States of America.
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DEP3403 / E8626
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