More Rules |
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Fees |
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| What fees must be paid to enroll in and participate in the trust fund? | |
| Is it possible to be placed on the list for state matching funds, and delay payment of the enrollment fees? | |
| Are fees refundable | |
| What happens when fees are past due? | |
Transferring Accounts
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| When and how may individual accounts be transferred? | |
Matching Money and Earnings |
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| Are there any guarantees related to the availability of matching money or earnings on investments? | |
| Who establishes matching policies? | |
| How will access to state matching money be determined? | |
| How does an individual trust account initially qualify to receive state matching money? | |
| How does an individual trust account maintain qualification for state matching money? | |
| What happens when an individual trust account becomes inactive? | |
| Are there time limits for earning the match? | |
| Are extensions allowed? | |
| What is the matching rate on contributions? | |
| What is the amount of maximum annual contributions eligible for state matching money? | |
| What is the amount of maximum lifetime contributions eligible for state matching money? | |
| Is there a limit on individual savings? | |
| May donors make lump sum contributions? | |
| How many individual trust accounts for each beneficiary are eligible to receive state matching money? | |
| For beneficiaries with multiple individual trust accounts, how is it determined which individual trust account is eligible for state matching money? | |
| In what proportion are state matching funds spent? | |
| What is the enrollment match? | |
| What is the annual management fee match? | |