Automatic Investment Plan. If you would like to participate in the TIAA-CREF Funds Automatic Investment Plan, the minimum investment per fund is $100. Please indicate below the amount to invest, the frequency, the first month to begin debiting your account and the time interval. Semimonthly investments occur on both the 1st and the 15th, while monthly investments occur on either the 1st OR 15th. It takes up to 10 days to initiate this service. (Please also complete Section 5.) FUND NAMES AND FUND CODES ARE LISTED IN SECTION 4 FUND NAME FUND CODE DOLLAR AMOUNT SEMI/MONTHLY START MONTH 1ST/15TH MONTH
Appears in 2 contracts
Samples: Ira Account Opening Agreement, Traditional and Roth Ira New Account Form/Adoption Agreement
Automatic Investment Plan. If you would like to participate in the TIAA-CREF Funds Automatic Investment Plan, the minimum investment per fund is $100. Please indicate below the amount to invest, the frequency, the first month to begin debiting your account and the time interval. Semimonthly investments occur on both the 1st and the 15th, while monthly investments occur on either the 1st OR 15th. It takes up to 10 days to initiate this service. (Please also complete Section 56.) FUND NAMES AND FUND CODES ARE LISTED IN SECTION 4 3. FUND NAME FUND CODE DOLLAR AMOUNT SEMI/MONTHLY START MONTH 1ST/15TH MONTH
Appears in 2 contracts
Samples: Coverdell Education Savings Account Application/Adoption Agreement, Coverdell Education Savings Account Application/Adoption Agreement
