Available Units. The Program has six classes of Units, each with a different fee structure, for the investment of assets in an Account (each a “Unit” and together the “Units”). Each Unit, and its associated fee structure, is described in detail in the Plan Disclosure Statement. At the time of a contribution, Account Owner shall select which class of Units are to be invested in with such contribution and may indicate the Unit class in which future contributions are to be invested. Account Owner may at any time change the class of Units in which future contributions to the Account will be invested by completing and delivering to the Program Manager a form established by the Program Manager indicating the Unit class to which contributions made after the Program Manager’s receipt of such form are subject. Upon any reallocation of the Account among Investment Portfolios, the class of Units received upon reallocation shall be in each case the same as the class of Units surrendered.
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Sources: Collegeaccess 529 Plan Disclosure Statement and Participation Agreement, Collegeaccess 529 Plan Disclosure Statement and Participation Agreement