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Direct plan disclosure booklet and participation agreement

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Okla State Agency	College Savings Plan, Oklahoma
Okla Agency Code	'605'
Title	Direct plan disclosure booklet and participation agreement
Alternative title	The Oklahoma College Savings Plan - direct plan
Authors	Oklahoma College Savings Plan. TIAA-CREF Tuition Financing, Inc.
Publisher	Oklahoma College Savings Plan
Publication Date	2010-10-01
Publication number	OK1010.XXP
Publication type	Financial Report Manual
Subject	Education savings accounts--Oklahoma--Handbooks, manuals, etc. Oklahoma College Savings Plan--Handbooks, manuals, etc.
Purpose	Please read and retain this Disclosure Booklet and the Participation Agreement with your other records about the Oklahoma College Savings Plan – Direct Plan (the “Direct Plan”). This Disclosure Booklet is also available on the Direct Plan’s website at www.ok4saving.org. You should read and understand this Disclosure Booklet before you make contributions to the Direct Plan.; The Oklahoma College Savings Plan (the “Program”), the higher education qualified tuition savings program created by the State, is designed to help people save for the costs of higher education. The Program consists of two components – the Direct Plan, which is offered directly by the State, and an advisor plan (the “Advisor Plan”), which can be purchased only through financial advisors. The Direct Plan was implemented by and is administered as part of the Program by the Board. The Program, including the Direct Plan, is intended to meet the requirements of a qualified tuition program under Internal Revenue Code (“IRC”) Section 529 (“Section 529”).
Notes	OK Oklahoma 529 College Savings Plan
OkDocs Class#	T1400.5 D598p 2010
For all issues click	T1400.5 D598p
Digital Format	PDF, Adobe Reader required
ODL electronic copy	Retrieved through Archive-It: http://wayback.archive-it.org/2424/20110308223313/http://www.ok4saving.org/documents/ok_disclosure.pdf
Rights and Permissions	This Oklahoma state government publication is provided for educational purposes under U.S. copyright law. Other usage requires permission of copyright holders.
Language	English
Date created	2013-05-14
Date modified	2013-09-23

Title	ok_disclosure-3 1
Full text	THE OKLAHOMA COLLEGE SAVINGS PLAN – DIRECT PLAN DIRECT PLAN DISCLOSURE BOOKLET AND PARTICIPATION AGREEMENT October 1, 2010 TRUSTEE: THE BOARD OF TRUSTEES OF THE OKLAHOMA COLLEGE SAVINGS PLAN DIRECT PLAN MANAGER: TIAA-CREF TUITION FINANCING, INC. No security issued by the Oklahoma College Savings Plan has been registered with or approved by the United States Securities and Exchange Commission or any state securities commission. OK1010.XXP
Date created	2013-05-14
Date modified	2013-05-14

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