$25 BONUS OFFER RULES
1. The CollegeAdvantage $25 account bonus offer is available to new CollegeAdvantage direct Account Owners who open a new direct account. Note: BlackRock CollegeAdvantage advisor accounts are not eligible for the offer.
2. A $25 bonus contribution will be awarded at a later date when a new CollegeAdvantage direct account is opened in good order between March 18, 2012 and June 1, 2012 with a valid promotion code and a minimum $500 or more initial contribution. The promotion code is available in various advertising venues, or can be obtained by calling 1-800-AFFORD-IT. The bonus offer is not valid for accounts opened prior to March 18, 2012.
3. The $25 bonus contribution will be applied to the account on or about June 15, 2012 provided that the account is still open with the original $500 initial contribution. Any withdraw or transfer of the $500 initial contribution prior to June 15, 2012 will disqualify the account for the $25 bonus.
4. Only one $25 account bonus will be awarded per account.
5. The $25 bonus contribution will be invested in a CollegeAdvantage investment option and will not be paid out in cash.
6. To qualify for the bonus contribution, any new account must be opened in good order. To qualify as an account opened in good order, all required account information must be provided, an initial contribution of $500 made and the initial contribution must have cleared the bank. The $500 initial contribution may be invested in one or any combination of CollegeAdvantage investment options.
7. The bonus contribution will be invested in the CollegeAdvantage investment option with the largest balance as of June 15, 2012. If a Fifth Third CD was the only option selected, the $25 bonus will be invested in the Fifth Third 529 Savings Account Option.
8. The Account Owner will be sent a welcome kit by mail within 5-7 business days after the account is opened in good order. The bonus will be reflected online when it actually posts to the account, on or about June 15, 2012. Account Owners will also see the transaction on their July 2012 quarterly account statement.
9. All federal, state and local taxes are the sole responsibility of the Account Owner. All federal, state and local laws apply. The tax information contained herein is not intended to be used, and cannot be used, by any taxpayer for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Taxpayers should seek tax advice from an independent tax advisor based on their own particular circumstances.
10. The Tuition Trust reserves the right to stop the bonus program at any time, for any reason, including availability of funds for the program. The program may or may not be offered again in the future.
11. The Tuition Trust reserves the right to disqualify any account from receiving the bonus contribution if the Tuition Trust suspects fraud or abuse of the promotion.
12. Tuition Trust employees and board members are not eligible to participate in the bonus offer.