Electronic consent
By completing the online enrollment process, you are consenting to conduct business electronically. Therefore, you must be able to review and retain any disclosure materials such as the Program Disclosure Statement and Financial Privacy Policy in an electronic format. Before your consent will be effective, you must click on the links below to open these documents. Here is the current version of each:
You have the option to obtain the disclosure documents in paper form by calling us at 866.529.2228.This consent applies to your entire relationship with the CollegeCounts 529 Fund.
You have the right to withdraw your consent to conduct business electronically by contacting us at 866.529.2228.
If you do not consent to conduct business electronically, you will need to submit a paper enrollment form.
The CollegeCounts 529 Fund is a qualified tuition program under Section 529 of the Internal Revenue Code that is sponsored by the State of Alabama and administered by the Board of Trustees of the ACES Trust Fund (the “Trust” and plan issuer). Union Bank & Trust Company serves as Program Manager. Accounts and investments under the CollegeCounts 529 Fund are not insured or guaranteed by the FDIC, the State of Alabama, the State Treasurer of Alabama, the Board, the Trust, the Program, Union Bank & Trust Company, or any other entity.
Before investing, you should consider the investment objectives, risks, fees, expenses, and tax consequences associated with the Program. All of this information is contained in the Program Disclosure Statement. Please read it carefully before investing.
If you or your beneficiary is not an Alabama resident, consider whether your home state or the home state of your designated beneficiary offers a qualified tuition program that provides a state tax deduction or other benefits to residents who invest in that program.
Not FDIC Insured. No Bank Guarantee.May Lose Value.