State Farm® College Savings Plan Prices
Your registered State Farm agent will gladly provide additional information
and the guidance you need to select the funds for your personal financial
situation. For more information on a specific fund click the fund name.
State Farm College Savings Plan Portfolio Prices |
Note: Effective Nov.1, 2008, the investment manager of The State Farm College Savings Plan changed to OFI Private Investments Inc.(OFIPI), a subsidiary of OppenheimerFunds, IncŪ
For more information about the plan, including a discussion of all fees, expenses and investment risks, read the Enrollment Handbook
(PDF 553 KB) .
The State Farm College Savings Plan may be subject to enrollment, maintenance, and administrative fees. These are in addition to the investment management fees and other expenses associated with the underlying OppenheimerFunds.
The State Farm College Savings Plan is available by registered representatives of State Farm VP Management Corp., One State Farm Plaza, Bloomington, IL 61710, 1-800-447-4930. Please read carefully the Enrollment Handbook and Participation Agreement and consider the investment objectives, risks, fees and expenses and other information associated with The State Farm College Savings Plan before investing or sending money. State and local tax laws vary. If you or the designated beneficiary are not Nebraska residents, you should consider before investing whether you or the designated beneficiary's home state offers any state tax or other benefits to its residents for investing in the plan offered by that state.
The State Farm College Savings Plan (the "plan") is sponsored by the State of Nebraska and administered by the Nebraska State Treasurer. The plan is established in cooperation with State Farm VP Management Corp. ("State Farm"), and the State of Nebraska, and OFI Private Investments Inc. (OFIPI), a subsidiary of Oppenheimer Funds Inc, pursuant to which State Farm offers classes of shares in a series of accounts within the Nebraska Educational Savings Plan Trust (the "Trust" and plan issuer) that are distributed by OppenheimerFunds Distributor, Inc. (OFDI and together with OFIPI, "Oppenheimer"). The Trust offers other accounts that are not affiliated with the plan.
The Nebraska State Treasurer serves as the trustee of the plan; OFIPI serves as the investment manager, with the oversight of the Nebraska Investment Council; and servicing agent: OFDI serves as the distributor: Union Bank & Trust ("Union Bank") serves as the program manager.
The State Farm College Savings Plan is not insured or guaranteed by State Farm, Oppenheimer, Union Bank and Trust Company, the Trust, the State of Nebraska, the Nebraska State Treasurer, the Nebraska Investment Council, any of their respective affiliates, directors, officers or agents, or any other entity.
These enrollment-based portfolios tailor the risk profile of the investments to the beneficiary's investment time horizon. The portfolios begin by including more aggressive investments (higher potential risk with higher potential return), then gradually include more conservative investments (lower potential risk with lower potential return) as the beneficiary approaches college enrollment.
The portfolios are periodically rebalanced to ensure the appropriate investment mix is maintained. Should your investment objectives change, you can transfer to another State Farm College Savings Plan portfolio or another plan within the Nebraska Educational Savings Plan Trust once each calendar year.
Contributors to the plan assume all investment risk, including the potential loss of principal and liability for penalties such as those assessed on nonqualified withdrawals.
Investors in the plan do not hold shares of the underlying funds directly, but rather shares in a portfolio of the plan.
An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.
It is important to note that there is market risk involved when investing in mutual funds, including possible loss of principal.
State Farm VP Management Corp. Risk/Important Disclosures. State Farm Mutual Funds Prospectus. The State Farm College Savings Plan Enrollment Handbook
(PDF 553 KB)
.
Need Assistance? 1-800-447-4930
AP2009/10/3402 |
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