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Reply to "Tapping into 529: the nitty gritty steps "
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[quote=Anonymous]I email my FA and they mail a check for tuition in August and December directly to the school. Any off campus housing costs (rent and food) we compile the COA from the school and FA sends directly to the student's bank account in January and July. Then student keeps receipts for record-keeping purposes. For books, computers, etc. we pay with my credit card, and the FA reimburses me out of the child's account at the end of each semester. I keep track of all this in an excel sheet. Any over-payment Any 529 held by grandparents - they would typically need to verbally confirm all payments with their FA. This became difficult for us once grandparent went into hospital and they transferred the account to me at that time so I could manage payments. [/quote]
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