INCENTIVE DESCRIPTION: From September 1, 2023 until October 31, 2023 at 11:59 pm CT (the “Incentive Period”), Tennessee residents may receive a one-time contribution totaling $25.00 deposited into an eligible TNStars account in exchange for 1) establishing a new monthly recurring contribution of $25.00 or 2) increasing an existing monthly recurring contribution by $25.00.
INCENTIVE ELIGIBILITY: This incentive is for Tennessee residents only.* New TNStars and existing TNStars account owners are eligible for this incentive.
NEW TNSTARS ACCOUNT OWNERS: New TNStars account owners** may qualify for only one $25.00 incentive for each new monthly recurring contribution of at least $25.00 established during the Incentive Period for a qualifying TNStars Account. The start date for the new recurring contribution must occur on or before December 6, 2023 in order to receive the $25.00 incentive. The incentive will be applied as a contribution to the qualifying TNStars account after December 15, 2023.
EXISTING TNSTARS ACCOUNT OWNERS: Existing TNStars account owners may qualify for only one $25 incentive amount for each qualifying TNStars Account if an existing monthly recurring contribution is increased by at least $25.00 during the Incentive Period. A qualifying TNStars account is any TNStars account that is open and active as of September 1, 2023. The TNStars account owners must execute the new recurring contribution instruction form either online or via form within the Incentive Period. The start date for the new or updated monthly recurring contribution must occur on or before December 6, 2023 in order to receive the $25.00 incentive. The incentive will be applied as a contribution to the qualifying TNStars account after December 15, 2023.
TNStars account owners may have more than one qualifying account and may qualify for the $25.00 incentive amount for each qualifying TNStars account. In the event that multiple account owners designate the same beneficiary, each TNStars account owner is eligible for the incentive.
DISCLAIMER: Before investing, carefully consider the TNStars College Savings Program’s investment objectives, risks, fees, and expenses, which may be found in the TNStars Disclosure Brochure. Please call us toll-free at 855-386-7827 for a Disclosure Brochure containing this and other pertinent information. Read it carefully.
Investments in the TNStars College Savings Program are neither insured nor guaranteed and there is the risk of investment loss. 529 Plans offered by other states may offer tax or other benefits, such as financial aid, scholarship funds, and protection from creditors to taxpayers or residents of those states that are not available to TNStars account holders. Taxpayers or residents of other states should consider such state tax treatment and other benefits, if any, before making any investment decisions.
* Individuals seeking to qualify for this incentive must be a Tennessee resident at the time the individual starts the new recurring contribution or change the existing recurring contribution.
** A new TNStars account owner means an account owner that does not currently have a TNStars account as of September 1, 2023.
