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 Get the protection your family needs and receive college savings for your child's higher education. After all, the future is closer than you think.
Please Note: The contribution to your Upromise account is not available to transfer to qualified plans (e.g. IRA) or Section 1035 exchanges (e.g. rollovers), due to the tax consequences created by the contribution. Please call your NYLIFE Securities Registered Representative (or you can call toll free 1-800-598-2019) for the product and fund prospectuses for the variable annuity or variable universal life insurance policy that may be right for you. Investors are asked to consider the investment objectives, risks, charges, and expenses of the investment carefully before investing. Both the product prospectus and the underlying fund prospectuses contain this and other information about the product and underlying invesment options. Please read the prospectus carefully before investing. Important Program Change: CollegeSense will be merged into Scholar'sEdge on or about April 21st. As such, Upromise's relationship with CollegeSense will terminate effective with this consolidation. Effective March 27, 2008, Upromise members will no longer be able to establish or change links from their Upromise account to a CollegeSense 529 account. On or about April 11th, Upromise will perform a final transfer of allocated Upromise rewards of $25 or more from members' Upromise accounts into their linked CollegeSense accounts. The transfer will typically take 2 to 5 business days to be reflected in your 529 account. CollegeSense account owners can continue to use the Upromise service to earn college savings. To request a check from Upromise, you must complete and submit the attached Rewards Withdrawal Request Form located at http://www.upromise.com/pdfs/fund_withdrawal_request.pdf requesting a withdrawal from your Upromise account. This form must state your full name and the exact amount you would like to withdraw, up to the total amount available in your account. Pending contributions are not eligible for withdrawal. For the protection of members, your letter must be notarized or contain a Signature Guarantee for withdrawal requests in excess of $200. A Signature Guarantee is a guarantee you can obtain from a financial institution, such as your bank, that your signature is yours and that it is genuine. Checks are sent once per calendar quarter, so you typically will receive your check within 12 weeks of your request. The completed Withdrawal form should be sent to:
Upromise If you have questions regarding your CollegeSense account, please contact your NY LIFE Securities Registered Representative. |
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1 Issued by New York Life Insurance and Annuity Corporation (a Delaware Corporation), offered through properly licensed Registered Representatives of NYLIFE Securities LLC. (Member FINRA/SIPC), and distributed by NYLIFE Distributors LLC, Member FINRA/SIPC, wholly owned subsidiaries of New York Life Insurance, 51 Madison Avenue, New York, NY 10010.
Not FDIC insured. No bank guarantee. May lose value.
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