Automatic Investment Plan Frequently Asked Questions

How do I start an Automatic Investment Plan (AIP)?
Can I set up a monthly Automatic Investment Plan?
What is your Automatic Investment Plan?
Do you offer an Automatic Investment Plan?
How do I revise my Automatic Investment Plan?
Can I modify the money transferred as part of my Automatic Investment Plan by telephone?
How do I change the investment of my retirement plan funds?
What is a beneficiary?

How do I start an Automatic Investment Plan (AIP)?

Using the Save252.com's Automatic Investment Plan (AIP), you may transfer money automatically through (ACH) Automated Clearing House from your checking or savings account. Your bank must adhere to the rules enforced by (NACHA) National Automated Clearing House Association in order to use the ACH system. You can stop you're automatic deductions within 72 hours by modifying the instructions through your SAVE252 program.

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Can I set up a monthly Automatic Investment Plan?

Yes. You can establish an Automatic Investment Plan at the time the account is established or you call us at 888-242-0850 for additional information about the program.

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What is your Automatic Investment Plan?
The Save252.com automatic investment plan allows you to have specified amounts automatically deducted from your bank account and invested based on your time horizon. Please follow the instructions in the Account Application to establish this service when you set up your program.

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Do you offer an Automatic Investment Plan?
Yes, we do offer an Automatic Investment Plan. Once you have established your account, you can arrange to have periodic investments of as little as $1 made into the investment selection of your choice. Money is transferred directly from your checking or savings account into your SAVE252 program.

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How do I revise my Automatic Investment Plan?

You can revise the funding of your Automatic Investment Plan (AIP) by internet, by logging into your account and going to your "Account Settings". Or you can call 888-242-0850 and a customer care specialist can assist you.

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Can I modify the money transferred as part of my Automatic Investment Plan by telephone?

A customer care specialist is available by telephone to help you manage your SAVE252 program if you need assistance to increase, decrease, defer, restart or stop the contribution made to your Automatic Investment Plan. For security reasons, we require that any account number change linked to the Automatic Investment Plan be sent to us in writing with a medallion stamped Signature Guarantee by an authorized financial institution.

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How do I change the investment of my retirement plan funds?

You may exchange your periodic investment amount within the SAVE252.com online account management tool.

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What is a beneficiary?
A beneficiary is the individual, charity, estate or trust that will take ownership of the plan and the money in it when the owner passes away. When opening an IRA, it's essential to assign a beneficiary or beneficiaries.

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