Account Setup
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      1. Knowledge Base
      2. Passport Funding Users
      3. Account Setup

      How to Set Up Your MyDirectPlan Account

      If you have not already set up a free MyDirectPlan account, just follow these simple steps:

      1. Open your internet browser and visit mydirectplan.com
      2. On the main page, click on the blue "Create Account" button to get started.
      3. You will be taken to the registration page. You are required to select one of the following account types as a Passport funding user and click the "Next" button found at the bottom of the page:
        1. Person Managing Funds (Fund Administrator): Someone such as a family member or caregiver who manages the funding on behalf of a recipient.
        2. Recipient: The person who is being supported by the funding.
      4. Enter the email address where you wish to receive communications from MyDirectPlan and create a password. Your password must be at least 8 characters long and include an upper and lower-case letter and a number. Check the box next to "I accept the Terms of Use and the Privacy Policy" after reviewing both. When this is completed, click the "Next" button found at the bottom of the page.
      5. A confirmation email will be sent to the email address you entered.
      6. Click on the Verify Email button from the email that you have received. Don't forget to check your junk and/or spam mail if you don't find the email in your inbox. When you click on the Verify Email button, you will be taken back to the Sign In page.
      7. On the Sign-in page, enter your verified email address and password and click on the Sign-In button.
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      8. Once signed in, you will be redirected to your new MyDirectPlan account. Click on the "Start Account Set-up" button. Ensure you have your funding approval letter handy.
        If you don't have your letter, you will need to contact your Passport Agency.
      9. Next, you will choose your funding type. Click on the following fund type and click on the “Next” button: 
        • Passport Funding (for Recipients 18 years old and over)

      10. Fill out the field in the 'Recipient Information' section. Items marked with an asterisk (*) are required. When all the information is completed, click the "Next" button found at the bottom of the page.
      11. Fill out the 'Person Managing Funds 1' Items marked with an asterisk (*) are required. When all the information is completed, click the "Next" button found at the bottom of the page.
      12. Fill out the 'Payee' Items marked with an asterisk (*) are required. When all the information is completed, click the "Next" button found at the bottom of the page. 
      13. Fill out the 'Fund Settings' Items marked with an asterisk (*) are required. If you are unsure of your approved or remaining Self-Administered Passport funding for the fiscal year, please contact your Passport Agency. After completing the information, click the "Save" button found at the bottom of the page.

      Congratulations! You have officially set up your MyDirectPlan account!

      Still need help?