Supplement to Disclosure Booklet Sample Contracts

Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement dated November 2021
Supplement to Disclosure Booklet • December 22nd, 2011 • New York

This supplement describes a number of changes to New York’s 529 Advisor-Guided College Savings Program (the “Advisor-Guided Plan”) Disclosure Booklet. Unless otherwise indicated, capitalized terms have the same meaning as those in the Disclosure Booklet.

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Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement dated November 2021
Supplement to Disclosure Booklet • June 17th, 2022

This supplement describes a number of changes to New York’s 529 Advisor-Guided College Savings Program (the “Advisor-Guided Plan”) Disclosure Booklet. Unless otherwise indicated, capitalized terms have the same meaning as those in the Disclosure Booklet.

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