Fillable Investment Option Change/Future Contribution Allocation Form (TD Ameritrade)

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Investment Option Change/Future Contribution Allocation Form (TD Ameritrade)

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The Investment Option Change/Future Contribution Allocation Form (TD Ameritrade) form is 4 pages long and contains:

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  • 29 check-boxes
  • 97 other fields

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File type: PDF

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1
ES_TDR_EX_081901 1119 — Page 1 of 4
DO NOT STAPLE
TD Ameritrade 529 College Savings Plan
Investment Option Change/Future
Contribution Allocation Form
• Use this form to request your twice per calendar year Investment Option changes
or to change your future contribution allocations.
• Complete Section 2 to change your current Investment Options to new Investment
Options. (You can do this only twice per calendar year.)
• Complete Section 3 to change your allocation instructions for future contributions.
• 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 address listed.
Do not staple.
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
Name of Account Owner (rst, middle initial, last)
Telephone Number (In case we have a question about your Account.)
Name of Beneciary (rst, middle initial, last)
2.
Investment Option Change
• For each Investment Option you wish to change, indicate the percentage of assets you want moved and where you want the
assets invested.
• See the TD Ameritrade 529 College Savings Plan Program Disclosure Statement and Participation Agreement (Program Disclosure
Statement), available at www.tdameritrade.com/collegesavings, for complete information on the investments’ objectives, risks,
charges and expenses that you are considering, before investing in them.
Remember: Federal law allows Account Owners to make two Investment Option changes each calendar year.
Note: This change applies only to the assets currently held in your Account; it will not affect the allocation of your future investments.
TDA52905
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
2
ES_TDR_EX_081901 1119 — Page 2 of 4
DO NOT STAPLE
Exchange FROM Investment Option Exchange TO
All Percentage Age-Based Investment Options
OR
%
Age-Based Core
%
OR
%
Age-Based Socially Aware
%
Static Investment Options
OR
%
Core Aggressive
%
OR
%
Core Growth
%
OR
%
Core Moderate Growth
%
OR
%
Core Moderate
%
OR
%
Core Conservative
%
OR
%
Socially Aware Aggressive
%
OR
%
Socially Aware Growth
%
OR
%
Socially Aware Moderate Growth
%
OR
%
Socially Aware Moderate
%
OR
%
Socially Aware Conservative
%
Individual Investment Options
OR
%
DFA World ex-US Government Fixed Income
%
OR
%
Goldman Sachs Financial Square
SM
Government Money Market
%
OR
%
iShares Core S&P Small-Cap ETF
%
OR
%
MetWest Total Return Bond
%
OR
%
State Street MSCI
®
ACWI ex USA Index
%
OR
%
State Street S&P 500
®
Index
%
OR
%
T. Rowe Price Large-Cap Growth
%
OR
%
Vanguard Emerging Markets Stock Index
%
OR
%
Vanguard Equity Income
%
OR
%
Vanguard Extended Market Index
%
OR
%
Vanguard Real Estate Index
%
OR
%
Vanguard Russell 1000 Value Index
%
OR
%
Vanguard Russell 2000 Growth Index
%
OR
%
Vanguard Short-Term Bond Index
%
OR
%
Vanguard Short-Term Ination-Protected Index
%
OR
%
Vanguard Total Bond Market Index
%
OR
%
Vanguard Total Stock Market Index
%
%
001
3
ES_TDR_EX_081901 1119 — Page 3 of 4
DO NOT STAPLE
3.
Allocation instructions for future contributions
• If you have added additional Investment Options in Section 2, please be sure that the allocations below reect the correct
Investment Options.
• Your future contributions will be invested in the Investment Options indicated below; it will not affect assets currently held in your account.
Age-Based Investment Options:
Age-Based Core
%
Age-Based Socially Aware
%
Static Investment Options:
Core Aggressive
%
Core Growth
%
Core Moderate Growth
%
Core Moderate
%
Core Conservative
%
Socially Aware Aggressive
%
Socially Aware Growth
%
Socially Aware Moderate Growth
%
Socially Aware Moderate
%
Socially Aware Conservative
%
Individual Investment Options:
DFA World ex-US Government Fixed Income
%
Goldman Sachs Financial Square
SM
Government Money Market
%
iShares Core S&P Small-Cap ETF
%
MetWest Total Return Bond
%
State Street MSCI
®
ACWI ex USA Index
%
State Street S&P 500
®
Index
%
T. Rowe Price Large-Cap Growth
%
Vanguard Emerging Markets Stock Index
%
Vanguard Equity Income
%
Vanguard Extended Market Index
%
Vanguard Real Estate Index
%
Vanguard Russell 1000 Value Index
%
Vanguard Russell 2000 Growth Index
%
Vanguard Short-Term Bond Index
%
Vanguard Short-Term Ination-Protected Index
%
Vanguard Total Bond Market Index
%
Vanguard Total Stock Market Index
%
Total
%
001
4
ES_TDR_EX_081901 1119 — Page 4 of 4
DO NOT STAPLE
4.
Signature — YOU MUST SIGN BELOW
• I certify that I have read, understand, consent, and agree to all the terms and conditions of the Program Disclosure Statement and
understand the rules and regulations of the TD Ameritrade College Savings Plan as they relate to this Investment Option Change/
Future Contribution Allocation request.
• By signing below, I authorize the Program Manager or its designees to change my Investment Options and/or my allocations for
future contributions according to the instructions above.
• If the Account is owned by an entity or trust, I certify that I am authorized to act on its behalf in making this request. If the Account
is a minor-owned Account or is funded with UGMA/UTMA assets, I further certify that I am the parent/guardian/custodian of the
Account in question, and that the request is in the best interest of the Beneciary.
SIGNATURE
Signature of Account Owner Date (mm/dd/yyyy)
Securities Products: Not FDIC Insured - No Bank Guarantee - May Lose Value
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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Investment Option ChangeFuture Contribution Allocation Form (TD Ameritrade)

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Completed 20 September 2020

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