Authvia 529 Saving Web Component Demo

Account Holder requests a gift for child’s 529 Plan

How it works:

The demo below is a web component that may be added to a 529 Plan’s account holder’s experience. Simply pass in parameters for the Account Holder Name, Account ID, and Beneficiary Names. Authvia takes care of the rest!

Account Holder fills out the form embedded in their 529 Plan Login

A text (or email) is sent with a personalized message from the Account Holder requesting a gift contribution.

After the contribution, an Authvia webhook containing all the information you need is sent to your system’s endpoint.

How to use this demo:

Add some query string parameters to the url:

‘bene’ = comma separated list of beneficiaries to select from

’sender’ = name of account holder (i.e. parent)

’accountId’ = a reference number you want to receive in the webhook

Example:

https://authviadev.wpenginepowered.com/forms/529-savings-gift-request-demo/?bene=Trevor,Dawn,Jane&sender=Matt%20Lehman&accountId=123456

In production, these parameters will be passed from your platform into the web component

Fill out form below as Account Holder

After Submit, check your phone and fill out the form as Gift Giver