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Contact phone number for this buyer.
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Pennsylvania Department of the Treasury
This document is a Limited Power of Attorney/Agent Authorization form for a Pennsylvania 529 Guaranteed Savings Plan (GSP) account. It allows an account owner to designate an agent with specific, limited authority to act on their GSP account(s). The form outlines three distinct levels of access for the agent (inquiry, contributions/exchanges, and disbursements), details limitations on the agent's authority, and includes indemnification clauses. Notarization is required for higher access levels. The authorization becomes effective upon signing and continues until revoked by the account owner or upon their death.
Effective Date
Oct 26, 2023
Expires
Effective: Oct 26, 2023
Pennsylvania Department of the Treasury
Expires:
This document is a Limited Power of Attorney/Agent Authorization form for a Pennsylvania 529 Guaranteed Savings Plan (GSP) account. It allows an account owner to designate an agent with specific, limited authority to act on their GSP account(s). The form outlines three distinct levels of access for the agent (inquiry, contributions/exchanges, and disbursements), details limitations on the agent's authority, and includes indemnification clauses. Notarization is required for higher access levels. The authorization becomes effective upon signing and continues until revoked by the account owner or upon their death.
AvailablePennsylvania Department of the Treasury
This document is an Organization Resolution Form for the Pennsylvania 529 Investment Plan. It is used to identify and authorize individuals from an organization to act as an agent for an account owner. The form requires organization information, details of authorized persons, and includes a certification and indemnification section. The resolution remains in effect until revoked or superseded by a new form.
Effective Date
May 15, 2024
Expires
Effective: May 15, 2024
Pennsylvania Department of the Treasury
Expires:
This document is an Organization Resolution Form for the Pennsylvania 529 Investment Plan. It is used to identify and authorize individuals from an organization to act as an agent for an account owner. The form requires organization information, details of authorized persons, and includes a certification and indemnification section. The resolution remains in effect until revoked or superseded by a new form.
AvailablePennsylvania Department of the Treasury
This is a Participant Agreement between a Local Government or Non-Profit (referred to as 'Participant') and the Commonwealth of Pennsylvania Treasury Department for participation in the INVEST Program. The agreement outlines the terms for depositing, transferring, and redeeming funds in various INVEST Pools (INVEST Local Government Pool, INVEST Community Pool, and Custom Pool). Key provisions cover funds administration, administrative fees (deducted from pool assets), payment of interest dividends, statements and reports, account management, limitations of liability, confidentiality, governing law, participant representations, and termination conditions. The agreement also incorporates a Term Sheet (Exhibit B) which details specific features and requirements for each investment pool, including administration fees, transaction fees, and deposit minimums.
Effective Date
Jan 1, 2000
Expires
Effective: Jan 1, 2000
Pennsylvania Department of the Treasury
Expires:
This is a Participant Agreement between a Local Government or Non-Profit (referred to as 'Participant') and the Commonwealth of Pennsylvania Treasury Department for participation in the INVEST Program. The agreement outlines the terms for depositing, transferring, and redeeming funds in various INVEST Pools (INVEST Local Government Pool, INVEST Community Pool, and Custom Pool). Key provisions cover funds administration, administrative fees (deducted from pool assets), payment of interest dividends, statements and reports, account management, limitations of liability, confidentiality, governing law, participant representations, and termination conditions. The agreement also incorporates a Term Sheet (Exhibit B) which details specific features and requirements for each investment pool, including administration fees, transaction fees, and deposit minimums.
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