Part 1: Create Your Plan
Calculator figures reflect unit prices in effect for the period that began 9/1/2020 and ends 8/31/2021.
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This material is provided for general and educational purposes only and is not intended to provide legal, tax or investment advice, or for use to avoid penalties that may be imposed under U.S. federal tax laws. Contact your attorney or other advisor regarding your specific legal, investment or tax situation.
The Texas Tuition Promise Fund® is established and maintained by the Texas Prepaid Higher Education Tuition Board and distributed by Northern Lights Distributors, LLC, Member FINRA, SIPC. NorthStar Financial Services Group, LLC, is the Plan manager and administrator of the Plan. NorthStar Financial Services Group, LLC and Northern Lights Distributors, LLC are not affiliated.
Non-residents of Texas should consider whether their home state, or the beneficiary’s home state, offers its residents any state tax or other state benefits, such as financial aid, scholarship funds, and protection from creditors that are only available for participants in that state’s 529 plan.
Contracts in the Plan are not deposits or other obligations of any depository institution. Neither a contract nor any return paid with a refund is insured or guaranteed. The contracts have not been registered with the U.S. Securities and Exchange Commission or with any state.
Purchasers should carefully consider the risks, administrative fees, service and other charges and expenses associated with the contracts, including Plan termination and decreased transfer or refund value. The Plan Description and Master Agreement contains this and other information about the Plan and may be obtained by visiting www.texastuitionpromisefund.com or calling 1.800.445.GRAD (4723), Option #5. Purchasers should read these documents carefully before purchasing a contract.
Comments or complaints may be forwarded to the Prepaid Higher Education Tuition Program, Office of the Comptroller of Public Accounts, at P.O. Box 13407, Austin, Texas 78711-3407, or at 1.512.936.2064.
“Texas Tuition Promise Fund®” is a mark of the Texas Prepaid Higher Education Tuition Board. All rights reserved.
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