Search results with tag "Collegechoice"
SUPPLEMENT DATED JANUARY 2022 TO THE …
cdn.unite529.comTO THE COLLEGECHOICE 529 DIRECT SAVINGS PLAN PROGRAM DISCLOSURE BOOKLET DATED JUNE 2019 This Supplement describes important changes affecting The CollegeChoice 529 Direct Savings Plan. Unless otherwise indicated, defined terms used herein have the same meaning as those in the CollegeChoice 529 Direct Savings Plan Disclosure …
SUPPLEMENT DATED JANUARY 2022 TO THE …
cdn.unite529.comThe CollegeChoice Advisor 529 Savings Plan is revising the description of one of the sales charge waivers. 1. Effective January 1, 2022, the following replaces the section entitled “ Federal Gift/Estate Tax ” on page 57 of the
SUPPLEMENT DATED JUNE 2018 TO THE …
cdn.unite529.comPlease file this Supplement to the CollegeChoice 529 Direct Savings Plan Disclosure Booklet with your records. CSIND-05719 SUPPLEMENT DATED JUNE 2018 TO THE
CollegeChoiceAdvisor 529 Savings Plan CollegeChoice ...
cdn.unite529.comUse this form to enroll in CollegeChoice Advisor 529 Savings Plan (“CollegeChoice Advisor” or the “Plan”). We are required by federal law to obtain certain personal information from each person who opens an Account—including name, U.S. permanent street address, and date of birth, among other information—that will be
CollegeChoice Advisor 529 Savings Plan …
cdn.unite529.com2 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