Common Contracts
3 similar Plan Description and Participation Agreement contracts
Plan Description and Participation AgreementPlan Description and Participation Agreement • November 3rd, 2020 • Nevada
This Plan Description contains important information concerning the following topics: Topic Page Fees and Expenses 55 Account Owner and Beneficiary Requirements 6 Investment Options, Program Manager, and How and When the Board May Change These 18 Portfolio Investment Performance 33 Federal and State Tax Considerations 51 Risk Factors 60 Limitations or Penalties Imposed by the Plan Upon: 13-14• Transfers between investment options;• Transfers to other Nevada-sponsored plans;• Transfers to other Section 529 plans or non- qualified distributions generally State Taxes and Other Considerations 54 Tax Treatment of Investments and Distributions 51
USAA 529 COLLEGE SAVINGS PLANTM PLAN DESCRIPTION AND PARTICIPATION AGREEMENT DATED MARCH 2018Plan Description and Participation Agreement • July 9th, 2013
Please file this Supplement to the USAA 529 COLLEGE SAVINGS PLANTM Plan Description and Participation Agreement (Plan Description) with your records. All defined terms used in this Supplement have the same meanings as in the Plan Description, unless otherwise specified.
PLAN DESCRIPTION AND PARTICIPATION AGREEMENT DATED MARCH 2018Plan Description and Participation Agreement • July 9th, 2013
Please file this Supplement to the USAA 529 COLLEGE SAVINGS PLANTM Plan Description and Participation Agreement (Plan Description) with your records. All defined terms used in this Supplement have the same meanings as in the Plan Description, unless otherwise specified.
