Common Contracts

2 similar null contracts

California 529A Qualified ABLE Program Disclosure Statement and Participation Agreement
California • May 5th, 2020

This Program Disclosure Statement (including the Participation Agreement contained herein) contains important information to be considered before making a decision to contribute to the California 529A Qualified ABLE Program (“CalABLE”), including information about terms and conditions, risks, and fees and expenses. It should be read thoroughly and retained for future reference. No one is authorized to provide information that is different from the information in this Program Disclosure Statement or any supplement or amendment hereto. Account Owners should periodically assess and, if appropriate, adjust their investment choices with their time horizon, risk tolerance and investment objectives in mind.

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California 529A Qualified ABLE Program Disclosure Statement and Participation Agreement
California • December 3rd, 2018

This Program Disclosure Statement (including the Participation Agreement contained herein) contains important information to be considered before making a decision to contribute to the California 529A Qualified ABLE Program (“CalABLE”), including information about terms and conditions, risks, and fees and expenses. It should be read thoroughly and retained for future reference. No one is authorized to provide information that is different from the information in this Program Disclosure Statement or any supplement or amendment hereto. Account Owners should periodically assess and, if appropriate, adjust their investment choices with their time horizon, risk tolerance and investment objectives in mind.

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