Iowa Admin. Code r. 781-16.3 - Participation agreement and program description
The following material shall be used to administer the Iowa educational savings plan trust.
(1)
Each participant shall submit a participation agreement in order to open an
account. The participation agreement shall be signed and dated by the
participant to verify that the participant agrees to the terms and conditions
of the program. For online applications, participants must confirm that they
have read the terms and conditions prior to submitting the
application.
(2) Each plan will
have a program description setting forth the terms of the plan and describing
the investments, procedures and fees applicable to that plan. Each program
description shall also set forth the privacy policy adopted by the program
administrator for that plan. Persons interested in a plan should consult the
program description. A program description may be changed at any time by the
program administrator, and any such change may impact the rights of
participants and beneficiaries under the plan.
Notes
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