Automatic Investment Plan. This option allows you to execute automatic investments to the CESA. To take advantage of the automated plans you must also include the bank information in section 4 of the CESA Enrollment Form. The automatic investment will occur on the 15th day of the month.
Appears in 4 contracts
Samples: Coverdell Education Savings Account Custodial Agreement, Coverdell Education Savings Account Custodial Agreement, Coverdell Education Savings Account Custodial Agreement
Automatic Investment Plan. This option allows you to execute automatic monthly investments to the with your CESA. To take advantage of the automated plans plan you must also include the bank information in section 4 7. All automatic investments will be drawn from the bank account indicated in section 7 monthly on the 15th. Amount $ Contributions made by an Automatic Investment Plan will be current year contributions as of the CESA Enrollment Formdate the money is pulled. The automatic investment Investment into the Company’s stock will occur on the 15th day of first investment date after the monthmoney is pulled.
Appears in 4 contracts
Samples: Coverdell Education Savings Account Custodial Agreement, Coverdell Education Savings Account Custodial Agreement, Coverdell Education Savings Account Custodial Agreement