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Get the free TFI California ScholarShare Disclosure Booklet 121019v1 Dec 12 FINAL Color.doc

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SUPPLEMENT NO. 1 DATED MARCH 31, 2020, TO THE SCHOLARSHIP COLLEGE SAVINGS PLAN DESCRIPTION AND PARTICIPATION AGREEMENT DATED JANUARY 27, 2020, This Supplement provides new and additional information
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To fill out the TFI California ScholarShare disclosure form, follow these steps:
02
Start by reading the instructions on the form carefully.
03
Provide your personal information, including your name, address, Social Security number, and date of birth.
04
Specify the type of account for which you are providing the disclosure.
05
Fill in the details of your financial institution, such as its name, address, and contact information.
06
Complete the investment information section, including the date of the investment, the amount invested, and any additional investment information required.
07
Sign and date the disclosure form.
08
Submit the completed form to the relevant authority or organization as instructed.

Who needs tfi california scholarshare disclosure?

01
Anyone who is opening a TFI California ScholarShare account or making financial investments in California may need to fill out the TFI California ScholarShare disclosure form. This form provides important information about the investment and helps ensure compliance with regulatory requirements. It is typically required by financial institutions, individuals, or organizations involved in managing or overseeing the ScholarShare program.
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The TFI California ScholarShare Disclosure is a legal document that provides important information about the ScholarShare 529 College Savings Plan, including its features, benefits, risks, and investment options.
Individuals or entities who contribute to a ScholarShare account, including account holders, financial advisers, and certain financial institutions, are required to file the TFI California ScholarShare Disclosure.
To fill out the TFI California ScholarShare Disclosure, users should obtain the official disclosure form, provide accurate personal and account information, detail contributions, investments, and review the provided guidelines regarding risk and terms.
The purpose of the TFI California ScholarShare Disclosure is to ensure transparency by informing investors about the details of the college savings plan, helping them make informed decisions regarding their education savings.
The TFI California ScholarShare Disclosure must report information such as account holder details, investment choices, contribution amounts, program fees, risks involved, and details on tax benefits.
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