- Important Information About Your Savings Plus Account (includes required Annual Fee Disclosure) (PDF)
- Excessive Trading Policy Update
Please note: The following cut-off dates to request distributions taxable in the 2017 tax year. Paper forms must be received in good order no later than 1:00 p.m. PT on December 20, 2017 and distribution requests initiated through the Savings Plus Service Center must be received no later than 5:00 p.m. PT on December 27, 2017. All distributions initiated after these dates will be considered taxable for the 2018 tax year. Please contact the Customer Service Center at (855) 616-4776 for additional information.
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