When can I update my Fund Settings and submit expense claims for the next fiscal year?
Please wait until you receive your annual approval letter, which confirms your authorization number and funding amount before updating your Fund Settings or submitting claims for the new fiscal year. Submitting beforehand may result in your claims being rejected.
Will my existing expenses and records be affected?
No. All existing expenses, receipts, and account history will remain available.
What happens after the 90-day transition period?
If you have not completed the consent process, your account will move to read-only status. You will still be able to view your information and account history, but you will not be able to submit new expenses until the process is completed.
What if I am not ready to make a decision?
You can continue using the current version of MyDirectPlan during the 90-day transition period from June 15, 2026 to September 13, 2026.
What am I agreeing to when I click Agree and Continue?
When you click Agree and Continue, you are confirming that you have reviewed and accepted the updated Terms of Use and Privacy Policy, and that you agree to your selected consent preferences. You will then be able to access the latest version of MyDirectPlan.
Is any action required?
Yes. Existing users will need to: Review the updated Terms of Use and Privacy Policy (we’ve provided a simplified version and a full version). Select the consent checkbox. Click Agree and Continue.
Is my information secure?
Yes. Information is shared securely between authorized systems and used only to support Passport funding services.
Why is consent required?
Consent is required so MyDirectPlan and PassportONE can securely exchange your Passport budget and contact information needed to provide these new features.
Who do these changes apply to?
These updates apply to: Passport Funding Recipients Persons Managing Funds (PMFs) These updates do not apply to brokers or service agencies.
What information do I need to provide during the account setup process?
Our team will walk you through the initial setup of your account. This will include how to sign up for an Agency account, adding recipients, adding and submitting expenses, and viewing invoices.
