
Important Legal Information
The DC College Savings Program is a national 529 program open to US Citizens and resident aliens nationwide.The plan was established by D.C.Law 13-212, College Savings Act of 2002, and amended by DC Act 14-388. The plan is managed by Calvert Asset Management Company, Inc., which will also provide investment management services. Calvert, headquartered in Bethesda, Maryland, is a subsidiary of The Ameritas Acacia Companies.
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that an investor'svsavings,vwhen redeemed, may be worth more or less than their original cost. A Program Disclosure Booklet and Participation Agreement for the program, which describes specific terms and conditions, will be mailed to you on request. The Government of the District of Columbia does not guarantee investments in the program. In addition, tax benefits for the program have limitations and tax laws are subject to change. Depending upon the laws of an investor's home state, favorable tax treatment for investing in a Section 529 College Savings Program may be limited to investments made in a Section 529 College Savings Plan offered by an investor's home state. Documents and information relating to the DC College Savings Plan should not be construed as tax advice. Consult with your tax advisor before you invest.
The DC College Savings Program is underwritten and distributed by Calvert Distributors Inc., member NASD, a subsidiary of Calvert Group, Ltd. #4062 (10/02)
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For more information on the DC College Savings Plan, please contact your financial advisor or call 800.987.4859 (800.368.2745 for non-District residents). An investor should consider the investment objectives, risks, charges, and expenses of an investment carefully before investing. The District of Columbia College Savings Trust Program Disclosure Booklet contains this and other information. Read it carefully before you invest or send money. An investor 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 529 college savings plan. Important Legal Information | Privacy Statement | Business Continuity Plan
© 2008 Government of the District of Columbia, Office of the Chief Financial Officer, Office of Finance and Treasury. The DC College Savings Plan is underwritten and distributed by Calvert Distributors Inc., member NASD/SIPC,
a subsidiary of Calvert Group, Ltd., a UNIFI CompanySM. Contact Us
1-800-368-2745 |