Changing Investment Options for Account Balance. (a) The Existing Balance Allocation may be changed only to the extent allowed by Section 529 of the Code. The Code currently limits changes to the Existing Balance Allocation to two times per calendar year. (b) The Account Owner may reallocate the Existing Balance Allocation by submitting a Request, indicating the Investment Option changes or the new allocation percentages to the Board.
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Samples: Florida 529 Savings Plan Program Description and Participation Agreement, Florida 529 Savings Plan Program Description and Participation Agreement, Florida 529 Savings Plan Program Description and Participation Agreement
Changing Investment Options for Account Balance. (a) The Existing Balance Allocation may be changed only to the extent allowed by Section 529 of the Code. The Code , which currently limits changes the ability of the Account Owner to change the Existing Balance Allocation to two times once per calendar year.
(b) year or upon a change of Beneficiary. The Account Owner may reallocate the Existing Balance Allocation by submitting a Request, indicating the Investment Option changes or the new allocation percentages to the Board.Balance
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Changing Investment Options for Account Balance. (a) The Existing Balance Allocation may be changed only to the extent allowed by Section 529 529A of the Code. The Code currently limits changes to the Existing Account Balance Allocation to two times per calendar year.
(b) The Account Owner may reallocate the Existing Balance Allocation may be changed by submitting a Request, indicating Request to the Program which indicates the changes in Investment Option changes Options or the new allocation percentages to the Boardfor an Account.
Appears in 1 contract
Samples: Participation Agreement
