Program Disclosure Statement and Participation Agreement Sample Contracts

Program Disclosure Statement and Participation Agreement
Program Disclosure Statement and Participation Agreement • January 9th, 2019 • Nebraska

This Program Disclosure Statement is for use by individuals opening accounts in, and persons contributing to, the Nebraska Enable Savings Plan (“Enable Savings Plan” or the “Plan”). This Program Disclosure Statement contains important information about establishing and maintaining a Plan account. You should carefully read this Program Disclosure Statement before opening an account or investing in the Plan. No one is authorized to provide information that is different from the information contained in this Program Disclosure Statement. Please keep this Program Disclosure Statement and all updates for future reference.

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NEST Direct College
Program Disclosure Statement and Participation Agreement • October 18th, 2019 • Nebraska

This Program Disclosure Statement is for use by persons investing in the Nebraska Educational Savings Trust Direct College Savings Plan (“NEST Direct Plan” or the “Plan”). This Program Disclosure Statement contains important information about establishing and maintaining an account with the Plan. Investing is an important decision. Investors should carefully read this Program Disclosure Statement in its entirety to understand and consider the Plan’s investment objectives, risks, charges and expenses before opening an account and making an investment decision. No one is authorized to provide information that is different from the information contained in this Program Disclosure Statement. Please keep this Program Disclosure Statement and all updates for future reference.

Program Disclosure Statement and Participation Agreement
Program Disclosure Statement and Participation Agreement • June 27th, 2017 • Nebraska

This Program Disclosure Statement is for use by persons investing with a broker or financial advisor (“Financial Advisor”) in the Nebraska Educational Savings Trust Advisor College Savings Plan (“NEST Advisor Plan” or the “Plan”). This Program Disclosure Statement contains important information about establishing and maintaining an account with the NEST Advisor Plan. Investing is an important decision. Investors should carefully read this Program Disclosure Statement in its entirety and discuss the contents of this Program Disclosure Statement with their Financial Advisor before opening an account and making an investment decision. No one is authorized to provide information that is different from the information contained in this Program Disclosure Statement. Please keep this Program Disclosure Statement and all updates for future reference.

Program Disclosure Statement and Participation Agreement
Program Disclosure Statement and Participation Agreement • October 18th, 2019 • Nebraska

This Program Disclosure Statement is for use by persons investing with a State Farm VP Management Corp. (“State Farm”) Registered Representative in the State Farm 529 Savings Plan (“State Farm Plan” or the “Plan”). This Program Disclosure Statement contains important information about establishing and maintaining an account with the Plan. Investing is an important decision. Investors should carefully read this Program Disclosure Statement in its entirety to understand and consider the Plan’s investment objectives, risks, charges and expenses and discuss the contents of this Program Disclosure Statement with their State Farm Registered Representative before opening an account and making an investment decision. No one is authorized to provide information that is different from the information contained in this Program Disclosure Statement. Please keep this Program Disclosure Statement and all updates for future reference.

AMENDMENT NO. 1 DATED FEBRUARY 1, 2016 TO
Program Disclosure Statement and Participation Agreement • August 16th, 2011

Terms not otherwise defined in this Amendment No. 1 and Notice of Program Changes shall have the meanings assigned to such terms in the Program Disclosure Statement.

and Participation Agreement
Program Disclosure Statement and Participation Agreement • September 17th, 2020

Before you open an Account in the Texas Achieving a Better Life Experience Program (“Texas ABLE” or the “Program”) and before you make any investments in the Program, you should carefully read and understand this Program Disclosure Statement. It includes important information about Texas ABLE®, including, among other information, eligibility for opening an Account, the risks of investing in the Program, certain limitations and restrictions that will apply to your use of the money in the Program, and the fees you will pay for having an Account in the Program.

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