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$50 bonus - CollegeAdvantage : invest $25 and make 3 $25 recurring contributions; Exp. - 12/31/10


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#1 markber

markber

    1 billion bucks

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  • 15,048 posts

Posted 20 December 2010 - 06:41 AM

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LINK

Note: Promo code - PLAN

Terms:

1. The CollegeAdvantage $25 Matching Contribution offer is available to new CollegeAdvantage direct accounts. CollegeAdvantage advisor accounts are not eligible for the offer.

2. The new CollegeAdvantage account direct account must be opened between November 8, 2010 and December 31, 2010 with a valid promotion code and a minimum contribution of $25.

3. The $25 matching contribution will be awarded after a new CollegeAdvantage direct account is opened with a valid promotion code. The promotion code is available in various advertising venues, or can be obtained by calling 1-800-AFFORD-IT.

The matching contribution may not be used to fund the initial contribution. The account must be opened in good order. To qualify as an account opened in good order, all required account information must be provided, an initial contribution of $25 made and the initial contribution must have cleared the bank.

4. An added bonus of $25 will be awarded after a recurring electronic funds transfer (EFT) or payroll deduction is established during the enrollment process, and at least three (3) recurring $25 contributions have been received.

A recurring EFT or payroll deduction must be established during the enrollment process. The EFT or payroll deduction must be in good order and have cleared the bank to qualify for the match. To be considered a recurring EFT opened in good order, the correct bank account and routing numbers must be provided to start the EFT and all information must be complete. To be considered a payroll deduction opened in good order, the Account Owner’s employer must be participating as a Corporate Partner with the Ohio Tuition Trust Authority (Tuition Trust) and the employer must have provided all of the appropriate information to send or transfer funds to the Tuition Trust.

5. Any match will be invested in a CollegeAdvantage investment option and will not be paid out in cash. The $25 match will be invested in the CollegeAdvantage investment option with the largest balance. If a Fifth Third CD was the only option selected, the $25 matching contribution will be invested in the Fifth Third 529 Savings Account Option. The $25 will be posted to the account once three (3) recurring contributions of at least $25 each have been made. This may take 7 to 10 business days. The Account Owner will be sent a confirmation notice by mail indicating that a $25 matching contribution has been applied to the account.

6. The Tuition Trust reserves the right to stop the program at any time, for any reason, including availability of funds for the program. The program may, or may not, be offered again in the future.

7. The Tuition Trust reserves the right to disqualify any account from receiving the match if these rules are violated or if there is fraud or abuse of the promotion.

8. Tuition Trust employees and board members are not eligible to participate in the matching contribution offer.







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