529 Plan Application

© 2012 South Carolina Office of State Treasurer

Please consider the investment objectives, risks, charges and expenses carefully before investing. Contact your financial advisor or visit columbiamanagement.com for a Program Description, which contains this and other important information about the Future Scholar 529 College Savings Plan. Read it carefully before investing. You should also consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s qualified tuition program. Columbia Management Investment Distributors, Inc., member FINRA, is the distributor and underwriter for 529 plans available through Columbia Management. The Office of State Treasurer of South Carolina (the State Treasurer) administers the Program, and has selected Columbia Management Investment Distributors, Inc. (CMID) as Program Manager. CMID and its affiliates, including Columbia Management Investment Advisers, LLC, are responsible for providing certain administrative, recordkeeping and investment services, and for the marketing of the Program.
Columbia Management is not affiliated with the State Treasurer.