Transcription of SUPPLEMENT DATED JUNE 2018 TO THE …
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SUPPLEMENT DATED JUNE 2018 TO THE …
Please file this SUPPLEMENT to the collegechoice 529 direct savings plan Disclosure booklet with your records. ES-IND-SUP-09162020 SUPPLEMENT DATED OCTOBER 2020 TO THE collegechoice 529 direct savings plan DISCLOSURE booklet DATED JUNE 2019 This SUPPLEMENT describes important changes affecting the collegechoice 529 direct savings plan . Unless otherwise indicated, capitalized terms have the same meaning as those in the Disclosure booklet . 1. The following replaces in its entirety item six, of the enumerated list in the section entitled Moving Assets from an UGMA/UTMA Account on page 11 of the Disclosure booklet : 6. you must notify us when the custodianship terminates and your Beneficiary is legally entitled to take control of the Account by completing the appropriate form. At that time, the Beneficiary will become the Account Owner and will become subject to the provisions of the plan applicable to non-UGMA/UTMA Account Owners. If you do not direct us to transfer ownership of the Account when the Beneficiary is legally entitled to take control, we may freeze the Account.
Please file this Supplement to the CollegeChoice 529 Direct Savings Plan Disclosure Booklet with your records. CSIND-05719 SUPPLEMENT DATED JUNE 2018 TO THE
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