SUPPLEMENT DATED OCTOBER 2021 SUPERCEDING THE …

SUPPLEMENT DATED JUNE 2018 TO THE …

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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SUPPLEMENT DATED APRIL 2018 TO THE …

1 Please keep this supplement with your plan documents. SUPPLEMENT DATED OCTOBER 2017 TO THE MOST—MISSOURI’S 529 COLLEGE SAVINGS PLAN PROGRAM DESCRIPTION, PRIVACY POLICY, AND

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Account Information Change Form - …

1 CollegeInvest Direct Portfolio College Savings Plan Account Information Change Form DPAICF You can change your mailing address, phone number, e-mail address, successor account owner, or interested party information b y accessing

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CollegeChoice Advisor 529 Savings Plan …

2 DO NOT STAPLE CSINA_4229D 1017 — Page 2 of 4 3. ransfer T amount (Check and complete Section 3a, 3b or 3c.) A. Entire balance. CollegeChoice Advisor 529 Savings Plan (“CollegeChoice Advisor”) will change the Beneficiary on your

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CollegeBound 529 Broker/Dealer Change Request …

CSRIA_00778E 0416 — Page 1 of 2 1 O NOT STAPE CollegeBound 529 Broker/Dealer Change Request Form 1. This change applies to Acc All of your Accountsd List of Accounts attached Individual Account

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Authorization to Access 529 Plan Accounts

1 NY529AA Complete this form to designate a registered investment advisor or other financial consultant as your agent (“an Agent”) with limited authority

CollegeBound 529 Beneficiary Change Form

1 DO NOT STAPLE CSRIA_05088B 0318 — Page 1 of 8 CollegeBound 529 Beneficiary Change Form • Use this form if you are transferring to a different Beneficiary all or part of the

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MOST—Missouri’s 529 Savings Plan Additional Deposit Form

1 MOSTAPF Complete this form to make additional contributions to your account by check. If you want to make an additional contribution by direct rollover from another 529 plan, complete an Incoming Rollover Form, which is available

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New York’s 529 College Savings Program Direct Plan ...

1 New York’s 529 College Savings Program Direct Plan Additional Purchase Form NY529AP Complete this form to make additional contributions to your account by check.

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Free Application for Federal Student Aid (FAFSA): How It Works

Free Application for Federal Student Aid (FAFSA): How It Works ©2015 First National Bank of Omaha. What is FAFSA? The FAFSA (Free Application for Federal Student Aid) determines federal eligibility for needs-based financial aid including

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Horizons 2025 Target Date Fund - docs.retirementpartner.com

Horizons 2025 Target Date Fund www.countyla.com • (800)4 947‑0845 Refer to the next page for important footnotes, including risk information. IMPORTANT INFORMATION: The Target Date Funds will be rebalanced each quarter so that they maintain as closely as possible the established percentage of each investment option.**

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TSP Fund Information, March 2021

return as they get closer to their target dates. When an L Fund reaches its target date, it goes out of existence and any money in it becomes part of the L Income Fund. For example, in 2025, the L 2025 Fund will be rolled into the L Income Fund. (See the bar graph below for the current target allocations.)

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