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The DC College Savings Plan offers three different types of investments for your account contributions. You may invest in:
- Age-based portfolios. Simply choose the age band that matches your account beneficiary's age.
- Single fund investments.
- Stability of principal investment.
To see all your options side by side, download our brochure, DC Savings Plan: Your Investment Options.
Your choices include investments from several different companies. Calvert's Financial Learning Center can help you learn more about investing.
Investing is convenient
- Change investment options - once per calendar year or when you change the account beneficiary.
- Contribute by check
- Through payroll deduction with a participating employer
- Automatic deposits from your bank account.
- Transfer money from another 529 plan (once every 12 months) or from a UGMA/UTMA or Coverdell account. (There are significant tax consequences if money is moved from a UGMA/UTMA - be sure to talk with a tax advisor first.)
- Access account information any time, via an automated response line at 800.368.2745, or online. Talk with an account representative between 9 a.m.and 5:30 p.m eastern time, Monday through Friday, by calling the above number and pressing "0 ".
- You will receive a statement every three months and a confirmation letter when:
- You open and fund your account,
- You or anyone else makes a contribution to the account,
- You make a withdrawal or other transaction, and
- You change how the account is invested.
You may request electronic statements and confirmations via e-mail.
Your choices include socially responsible investments Socially responsible investors believe companies that are both financially sound and committed to corporate responsibility offer desirable investment opportunities. The socially responsible investment choices available in the DC College Savings Plan are provided by Calvert - Investments That Make A Difference ®, a leader in socially responsible investing for two decades. Calvert offers the largest family of socially responsible mutual funds in the U.S. and screens potential investments for positive corporate practices. At present, Calvert screens include environmental impact, workplace practices, product safety and impact, international operations and human rights, weapons contracting, and indigenous peoples' rights.

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