How to Update Your Fund Settings (Passport)

How to update your Passport Funding for the current fiscal year

This article is for:

  • Passport Users who want to update their update their fund settings 


If you have Passport Funding and use MyDirectPlan, you are expected to update your Fund Settings at the beginning of each new fiscal year. Your funding will not appear automatically. 

** For step-by-step video instructions, please visit our YouTube Channel

Using the Mobile App? Check out our knowledge base article on this topic specifically for the mobile app. 


In order to update your fund settings:

1. Once you've logged on to MyDirectPlan, scroll down and click on 'Account Settings' on the left-hand side of your screen:

Screen Shot 2021-04-13 at 12.19.45 PM

2. On the left hand side in account settings, you will see your profile and a list of options. Select 'Fund Settings' as shown:

Screen Shot 2021-04-13 at 12.23.52 PM


3. Under 'Fund Settings' select 'April 1, 2021 - March 31, 2022' from the drop-down menu using the down arrow. This should be the default selection. 


Screen Shot 2021-04-13 at 12.18.44 PM


4. Fill out all required fields and update your mileage rate (if necessary). If you are unsure what your funding allocation or mileage rate is for 2021/2022, please contact your Passport Agency to find out. 


5. Click 'Save' and return to your dashboard view. Your dashboard will now display your funding for the current fiscal year. 

Once you've entered your 2021/2022 funding amount, you'll still be able to see your unused balance from the 2020/2021 fiscal year. Just select the year you want to view at the top of your dashboard.

Remember: if you submit any expenses by mail, fax, email or in person, you'll have to manually deduct them from your funding balance in MyDirectPlan.

Still need help?