Risk/Important Disclosures

General

There is no assurance that the investments will achieve their investment objectives. Investment return and principal value will fluctuate and your investments, when redeemed, may be worth more or less than their original cost.

State Farm securities products are available through prospectus by registered representatives of State Farm VP Management Corp., One State Farm Plaza, Bloomington, Illinois 61710, 1-800-447-4930 (Mutual Funds) or 1-888-702-2307 (Variable Products).  Please read the Prospectuses - Mutual Fund / Variable Products and consider the investment objectives, risks, charges and expenses and other information it contains about State Farm securities products carefully before investing.

Dollar Cost Averaging, systematic investing, or an automatic investment plan does not assure a profit and does not protect against loss in declining markets. Each plan involves continuous investment in securities regardless of fluctuating prices. You should consider your financial ability to continue purchases through periods of low price levels.

Securities, insurance and annuity products are not FDIC insured, are not guaranteed by State Farm Bank and are subject to investment risk, including possible loss of principal.

State Farm VP Management Corp. is a separate entity from those State Farm entities which provide banking and insurance products. 

Mutual Funds

LifePath®, and LifePath 2010®, 2020®, 2030® and 2040® are all trademarks of Barclays Global Investors, N.A.

Non-US Residents

Each of the investment products and services referred to on the State Farm Mutual Funds web site is intended to be made available to customers or prospective customers residing in the United States. The customer's U.S. permanent residence address must be a street address. This web site shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.

State Farm College Savings Plan

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 the 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"), Invesco Aim Distributors, Inc. and the State of Nebraska, pursuant to which State Farm offers classes of shares in a series of accounts within the Nebraska Educational Savings Plan Trust (the "Trust" and the plan issuer) that are managed and distributed by Invesco Aim Capital Management, Inc. ("Invesco AIM") and its affiliates. The Trust offers other accounts that are not affiliated with the plan.

State Farm does not provide investment management services for the plan and the accounts in the plan are not insured or guaranteed by State Farm, Invesco Aim, Union Bank and Trust Company, the Trust, the State of Nebraska, any of their respective affiliates, directors, officers or agents, or any other entity.

The Nebraska State Treasurer serves as trustee of the plan; Invesco Aim Capital Management, Inc. serves as the investment manager, with the oversight of the Nebraska Investment Council; Invesco Aim Distributors, Inc. serves as the distributor; and Invesco Aim Investment Services, Inc. serves as the servicing agent, Union Bank & Trust Company serves as the program manager.

Invesco AimSM is a service mark of Invesco Aim Management Group, Inc. Invesco Aim Advisors, Inc., Invesco Aim Capital Management, Inc., Invesco Aim Private Asset Management, Inc. and Invesco PowerShares Capital Management LLC are the investment advisors for the products and services represented by Invesco Aim; they each provide investment advisory services to individual and institutional clients and do not sell securities. Invesco Aim Distributors, Inc. is the distributor for the retail mutual funds, exchange-traded funds and U.S. institutional money market funds represented by Invesco Aim. All entities are indirect, wholly owned subsidiaries of Invesco Ltd.

Pursuant to the Economic Growth and Tax Relief Reconciliation Act of 2001, earnings must be used to pay for qualified higher education expenses to be federally tax free. The earnings portion of a nonqualified withdrawal will be subject to ordinary income tax at the recipient’s marginal rate and subject to a 10% penalty. The availability of such tax or other benefits may be conditioned on meeting certain requirements.

The information presented in this document does not constitute tax advice. State and local tax laws vary. Additionally, your home state may only offer favorable tax treatment for investing in a plan that your state offers. Please consult your tax advisor for specific information about your tax situation, including any state tax consequences of an investment.

Accounts in the plan are not guaranteed or insured by State Farm, Invesco Aim, Union Bank and Trust Company, the Trust, the State of Nebraska, any of their respective affiliates, directors, officers or agents, or any other entity. 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.

Participation in the plan does not guarantee that contributions and the investment earnings, if any, will be adequate to cover future tuition and other higher education expenses or that a beneficiary will be admitted to or permitted to continue to attend an eligible educational institution.

This material is not an offer to sell or a solicitation of an offer to buy any securities. Any offer to sell shares within the plan may only be made by the Enrollment Handbook (PDF 417 KB) and Application (PDF 118 KB) relating to the plan. Please read the Enrollment Handbook carefully.

Neither the State of Nebraska, the Trust, the Nebraska State Treasurer, Invesco Aim, Union Bank and Trust Company nor State Farm shall have any debt or obligation to any contributor, any beneficiary or any other person as a result of the establishment of the plan, nor will these entities assume any risk or liability for mutual funds in which the plan invests.

The State Farm College Savings Plan is subject to enrollment, maintenance, administrative and management fees and expenses.

Business Continuity Plan Disclosure

State Farm VP Management Corp. has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, download this information (PDF 27 KB) on our business continuity plan.

Need Assistance?

1-800-447-4930 Mutual Funds
1-888-702-2307 Variable Products

AP2008/04/0405