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News

MAY 9, 2017

Did You Know Any Document You Fax Can Be Submitted Online?

You can send us forms and documents electronically via the advisor website. We’ve made some enhancements, thanks to your feedback.

New features:

  • Printable confirmation page
  • Instructions field to add comments
  • Newer versions of PDF files accepted
  • Mobile–and tablet–friendly

Common requests:

  • New account setup
  • Beneficiary changes
  • Transfers
  • Dealer changes

Take a look to learn more.


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses and CollegeAmerica Program Description, which can be obtained from a financial professional and should be read carefully before investing.