These questions are made available to you as educational, self-help tools and are intended to provide you with
a basic guideline to help you create a savings and investment plan for your college savings funds. This is not
a comprehensive guideline; it does not give specific investment advice, such as directing you to buy a specific
investment portfolio or specific stocks or bonds. This questionnaire and its results should not be the sole or
primary basis on which you make your investment decisions.
Important Information About This Questionnaire
These guidelines do not constitute investment advice. As your financial situation changes, you should review your
investment goals, time period for college investing, and personal financial situation and reassess whether you are
saving enough to meet your college savings goals. You may want to consult with a qualified advisor before making
The results presented are hypothetical illustrations and do not reflect the past or future performance of any
specific investment. Rates of return will vary over time. Investments which seek to achieve higher rates of return
are more volatile and involve a higher degree of risk.
The tax information contained herein is not intended to be used, and cannot be used, by any taxpayer for the
purpose of avoiding tax penalties. It was written to support the promotion of college savings plans. Taxpayers
should seek advice based on their own particular circumstances from an independent tax advisor.
Account value will fluctuate based upon a number of factors, including general financial market conditions.