Lower Annual Fees Coming in 2024 As part of our ongoing commitment to enhance the accountholder experience, accountholders will soon see a reduction to their annual Account Maintenance Fee. Beginning January 1, 2024, this fee will be reduced from $39 per year to $27 per year.
Please be aware that the call center will close early on March 29, 2024, in observance of Good Friday.
Does the Authorized Legal Representative (ALR) own the account with the beneficiary?
No. Regardless of who opens the account, the beneficiary is the sole owner of all the funds.