Fillable Additional Contribution Form (TD Ameritrade)

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Additional Contribution Form (TD Ameritrade)

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ES_TDR_AC_081901 1119 — Page 1 of 2
DO NOT STAPLE
1
TD Ameritrade 529 College Savings Plan
Additional Contribution Form
• Use this form to make additional contributions to your TD Ameritrade 529 College
Savings Plan Account by check or rollover.
• For your contribution to be invested, you must clearly print all required information
and include a check payable to TD Ameritrade 529 College Savings Plan for an
amount matching the amount below.
• Type in your information and print out the completed form, or print clearly, preferably in
capital letters and black ink. Mail the form to the mailing address listed. Do not staple.
Note: Your contribution will be invested according to the standing allocation
instructions on file for your Account at the time this form is received in good order.
Forms can be downloaded from our website at
www.tdameritrade.com/collegesavings
,
or you can call us to order any form — or request assistance in completing this form — at
1.877.408.4644 any business day from 8 a.m. to 8 p.m. Central time.
1.
Account information
Account Number (Include your Account number on your check.)
Name of Account Owner (rst, middle initial, last)
Name of Beneciary (rst, middle initial, last)
TDA52913
1.877.408.4644
8 a.m. to 8 p.m. Central time M-F
www.tdameritrade.com/collegesavings
tdameritrade@NEST529.com
Regular mailing address:
TD Ameritrade 529 College Savings Plan
P.O. Box 30278
Omaha, NE 68103-1378
Overnight mailing address:
TD Ameritrade 529 College Savings Plan
920 Main Street, Suite 900
Kansas City, MO 64105
ES_TDR_AC_081901 1119 — Page 2 of 2
DO NOT STAPLE
2
2.
Contribution Method
Source of funds (Check all that apply.)
A. Personal check.
Important: All checks must be payable to TD Ameritrade 529 College Savings Plan.
$
, .
Amount
B. Rollover from another 529 plan, Education Savings Account (ESA), or qualified U.S. Savings Bond to a TD
Ameritrade 529 College Savings Plan Account. Complete and include an Incoming Rollover Form, available online at
www.tdameritrade.com/collegesavings or by calling 1.877.408.4644. By law, rollovers between 529 plans with the same
Beneciary are permitted only once every 12 months.
$
, .
Amount
C. Indirect Rollover. A check is included from another 529 plan, ESA, or U.S. Savings Bond that was redeemed within the last 60
days. You must provide an account statement from your former account or IRS form 1099-INT or 1099Q showing the contribution
and earnings portion of the redemption. If these forms are not provided, the entire amount will be treated as earnings.
$
, .
$
, .
$
, .
Amount of Rollover Principal (Basis) Earnings
Investments in the TD Ameritrade 529 College Savings Plan are not guaranteed or insured
by the FDIC or any other government agency, and are not deposits or other obligations of any
depository institution. Investments are not guaranteed or insured by the State of Nebraska, the
Nebraska State Treasurer, the Nebraska Investment Council, First National Bank of Omaha or
TD Ameritrade, TD Ameritrade Investment Management, LLC or their authorized agents or their
afliates, and are subject to investment risks, including loss of the principal amount invested.
Nebraska Educational Savings Plan Trust, Issuer. First National Capital Markets, Inc., Distributor,
Member FINRA, SIPC. TD Ameritrade, Inc., sub-administrator. TD Ameritrade Investment
Management, LLC, portfolio consultant. First National Capital Markets and First National Bank of
Omaha are afliates.
TD Ameritrade, Inc. renders certain marketing and administrative services to the TD Ameritrade
529 College Savings Plan. TD Ameritrade Investment Management, LLC renders portfolio
consulting services to First National Bank of Omaha and the Nebraska Investment Council. TD
Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and the Toronto-
Dominion Bank. All rights reserved. Used with Permission.
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Completed 20 September 2020

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