Common use of CONTRIBUTING TO AN ACCOUNT Clause in Contracts

CONTRIBUTING TO AN ACCOUNT. Contributions Anyone can contribute to a NEST Advisor Plan account but only the account owner can (1) control how the assets are invested and used, (2) designate a Beneficiary, and (3) claim tax benefits related to the account, regardless of who contributed to it. Contribution restrictions All contributions must be cash-equivalent and denominated in U.S. dollars. Cash is not accepted. The Program Manager will hold all contributions up to five business days before a withdrawal of those assets can occur. No contribution minimums There are no minimum contribution requirements and there is no minimum amount that must be maintained in a NEST Advisor Plan account. The Program Manager reserves the right to close a zero-balanced account. Limits on maximum contributions to an account Additional contributions to an account are not permitted when the fair market value of all accounts owned by all account owners within the Trust for that Beneficiary equals the Maximum Contribution Limit. If, however, the market value of such accounts falls below the Maximum Contribution Limit, additional contributions will be accepted. The $400,000 per Beneficiary Maximum Contribution Limit applies to all accounts for the same Beneficiary in all plans administered by the Nebraska State Treasurer, including the NEST Advisor Plan, the NEST Direct Plan, the TD Ameritrade 529 College Savings Plan, and the State Farm 529 Savings Plan. The Nebraska State Treasurer may periodically adjust the Maximum Contribution Limit.

CONTRIBUTING TO AN ACCOUNT. Contributions Anyone can contribute to a NEST Advisor Plan account but only the account owner can (1) control how the assets are invested and used, (2) designate a Beneficiary, and (3) claim tax benefits related to the account, regardless of who contributed to it. Contribution restrictions All contributions must be cash-equivalent and denominated in U.S. dollars. Cash is not accepted. The Program Manager will hold all contributions up to five seven business days before a withdrawal of those assets can occur. No contribution minimums There are no minimum contribution requirements and there is no minimum amount that must be maintained in a NEST Advisor Plan account. The Program Manager reserves the right to close a zero-balanced balance account. Limits on maximum contributions to an account Additional contributions to an account are not permitted when the fair market value of all accounts owned by all account owners within the Trust for that Beneficiary equals or exceeds the Maximum Contribution Limit. If, however, the market value of such accounts falls below the Maximum Contribution Limit, additional contributions will be accepted. The $400,000 per Beneficiary 500,000 Maximum Contribution Limit applies to all accounts for the same Beneficiary in all plans administered by the Nebraska State Treasurer, including the NEST Advisor Plan, the NEST Direct Plan, the TD Ameritrade 529 College Savings Plan, Plan and the State Farm 529 Savings Plan. The Nebraska State Treasurer may periodically adjust the Maximum Contribution Limit.

CONTRIBUTING TO AN ACCOUNT. Contributions Anyone can contribute to a NEST Advisor Plan account but only the account owner can (1) control how the assets are invested and used, (2) designate a Beneficiary, and (3) claim tax benefits related to the account, regardless of who contributed to it. Contribution restrictions All contributions must be cash-equivalent and denominated in U.S. dollars. Cash is not accepted. The Program Manager will hold all contributions up to five seven business days before a withdrawal of those assets can occur. No contribution minimums There are no minimum contribution requirements and there is no minimum amount that must be maintained in a NEST Advisor Plan account. The Program Manager reserves the right to close a zero-balanced balance account. Limits on maximum contributions to an account Additional contributions to an account are not permitted when the fair market value of all accounts owned by all account owners within the Trust for that Beneficiary equals or exceeds the Maximum Contribution Limit. If, however, the market value of such accounts falls below the Maximum Contribution Limit, additional contributions will be accepted. The $400,000 per Beneficiary 500,000 Maximum Contribution Limit applies to all accounts for the same Beneficiary in all plans administered by the Nebraska State Treasurer, including the NEST Advisor Plan, the NEST Direct Advisor Plan, the TD Ameritrade 529 College Savings Plan, Plan and the State Farm 529 Savings Plan. The Nebraska State Treasurer may periodically adjust the Maximum Contribution Limit.

CONTRIBUTING TO AN ACCOUNT. Contributions Anyone can contribute to a NEST Advisor Plan account but only the account owner can (1) control how the assets are invested and used, (2) designate a Beneficiary, and (3) claim tax benefits related to the account, regardless of who contributed to it. Contribution restrictions All contributions must be cash-equivalent and denominated in U.S. dollars. Cash is not accepted. The Program Manager will hold all contributions up to five seven business days before a withdrawal of those assets can occur. No contribution minimums There are no minimum contribution requirements and there is no minimum amount that must be maintained in a NEST Advisor Plan account. The Program Manager reserves the right to close a zero-balanced balance account. Limits on maximum contributions to an account Additional contributions to an account are not permitted when the fair market value of all accounts owned by all account owners within the Trust for that Beneficiary equals or exceeds the Maximum Contribution Limit. If, however, the market value of such accounts falls below the Maximum Contribution Limit, additional contributions will be accepted. The $400,000 per Beneficiary 500,000 Maximum Contribution Limit applies to all accounts for the same Beneficiary in all plans administered by the Nebraska State Treasurer, including the NEST Advisor Plan, the NEST Direct Plan, the TD Ameritrade 529 College Savings Plan, NEST Advisor Plan and the State Farm 529 Savings Plan. The Nebraska State Treasurer may periodically adjust the Maximum Contribution Limit.