1 Upromise is an optional service offered by Upromise, Inc., is separate from the SSGA Upromise Plan and is not affiliated with the State of Nevada. Specific terms and conditions apply to the Upromise service. Participating companies, contribution levels, terms and conditions are subject to change without notice. Transfers subject to a $25 minimum.
2 Product and partner exclusions and limitations to the 5% cash back apply. Go to View All Retailers for a list of cash back amounts by partner. Please see the deal details associated with the offer for full offer terms and conditions.
3 To earn cash back through Upromise Restaurants by Rewards Network, you must dine at a participating restaurant on a day and time when it offers rewards and pay for the meal with a credit or debit card that is registered in your Upromise account (Qualified Dine). Specific terms and conditions apply for each restaurant's cash back. Participating restaurants, blackout dates, limits on eligible visits and other terms and conditions apply and are subject to change. For complete program Terms and Conditions, guidelines and restrictions, and the latest benefit schedules, visit Upromise.com/dining. Gift certificate and gift card purchases made through Upromise Restaurants by Rewards Network must be purchased at participating locations on days when benefits are being offered. Online purchases are not eligible for cash back.
4 Please note, you can earn up to 5% cash back when booking hotels on their own, but hotels booked as part of a vacation package are eligible to earn up to 4% cash back. See Travel Promotions and Deals for details by Upromise Travel partner.
5 The 3x more cash back figure is based on Upromise internal reporting data through November 2015, showing that members who have family and friends linked to their account have accumulated 3 times more in average monthly Upromise savings than members who have not.
For more information about the SSGA Upromise 529 Plan call 1-800-587-7305 or visit www.ssga.upromise529.com to obtain a Plan Description and Participation Agreement. Investment objectives, risks, charges, expenses, and other important information are included in the Plan Description; read and consider it carefully before investing. Ascensus Broker Dealer Services, Inc. (ABD) is distributor of the Plan.
Before investing in the Plan, you should consider whether your or the beneficiary's home state offers a 529 plan that provides its taxpayers with favorable state tax and other benefits that are only available through investment in the home state's 529 plan.
The SSGA Upromise 529 Plan (Plan) is administered by the Board of Trustees of the College Savings Plans of Nevada (Board), chaired by the Nevada State Treasurer. ABD serves as the Program Manager. ABD has overall responsibility for the day-to-day operations including distribution of the Plan and provision of certain marketing services. State Street Global Advisors (SSGA) serves as Investment Manager for the Plan except for the Savings Portfolio, which is managed by Sallie Mae Bank, and also provides or arranges for certain marketing services for the Plan. The Plan's Portfolios invest in either (i) Exchange Traded Funds and mutual funds offered or managed by SSGA or its affiliates; or (ii) a Federal Deposit Insurance Corporation (FDIC)-insured omnibus savings account held in trust by the Board at Sallie Mae Bank. Except for the Savings Portfolio, investments in the Plan are not insured by the FDIC. Units of the Portfolios are municipal securities and the value of units will vary with market conditions.
Investment returns will vary depending upon the performance of the Portfolios you choose. Except to the extent of FDIC insurance available for the Savings Portfolio, you could lose all or a portion of your money by investing in the Plan, depending on market conditions. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.
Upromise and the Upromise logo are registered service marks of Upromise, Inc. Ugift is a registered service mark of ABD. State Street Global Advisors and SSGA are registered trademarks of State Street Corporation. All other marks are the exclusive property of their respective owners. Used with permission.
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