You can update your student’s name, student ID, or 529 plan directly in your Backpack account.
All updates are made in the same “Edit Student Details” screen under Settings, but you can choose to change one, two, or all three fields at once.
⚠️ You won’t be able to make updates while a payment is in progress. If the “Edit” button is disabled, hover over it to see the reason and cancel any pending payments first.
Update Your Student Name
Go to Settings tab in your Backpack account.
Click Edit above your student details.
In the Student Name field, enter the correct name.
Click Save.
You’ll see “Student details updated” once saved successfully.
Update Your Student ID
Go to Settings tab in your Backpack account.
Click Edit above your student details.
Enter your new Student ID.
Your school’s ID format will be validated automatically.
If the format isn’t correct, an error message will appear.
Click Save to confirm.
You’ll see “Student details updated” once saved successfully.
Update Your 529 Plan
Go to Settings tab in your Backpack account.
Click Edit above your student details.
Open the 529 Plan dropdown and select your new plan.
Review the warning message:
“Changing your 529 plan will reset your linking steps. Please click ‘Link 529’ on your Dashboard to complete steps.”
Click Save to confirm.
After saving, go to your Dashboard and click Link 529 to reconnect your plan.
💡 Note about changing your 529 plan
When you update your 529 plan in Backpack, nothing changes in your actual 529 account — we don’t move or modify any accounts.
This update simply tells Backpack that you’ve switched plans. Because each plan has its own connection process, updating the plan resets your link on our side.
After saving, just go back to your Dashboard and click Link 529 to confirm you have completed the steps specific to your new plan.