Examples of Account Balance in a sentence
The First Steps funds for an eligible child are included when calculating the Maximum Account Balance limit.
Even if the value of all Accounts for a Beneficiary reaches the Maximum Account Balance, those funds may not be sufficient to pay all Qualified Higher Education Expenses of the Beneficiary.
By: Name: Title: LIMITED PARTNERS: By: [_________] as Attorney-in-fact for the Limited Partners By: Name: Title: EXHIBIT A FORM OF PARTNER RXXXXXXX OP UNITS Name and Address of Partner Partnership Units Capital Account Balance (as of the date hereof) Percentage Interest GENERAL PARTNER: FrontView REIT, Inc.
Online Advice Quarterly Fee Annual Fee $0.00 $0.00 My Total Retirement Participant Account Balance Quarterly Fee Annual Fee < $100,000.00 0.1125% 0.45% Next $150,000.00 0.0875% 0.35% Next $150,000.00 0.0625% 0.25% > $400,000.01 0.0375% 0.15% For example, if your account balance subject to My Total Retirement is $50,000.00, the maximum annual fee is 0.45% of the account balance.
However, the Maximum Account Balance for Accounts for a Beneficiary under the Plan and any additional accounts in other Illinois Section 529 Programs is $500,000. Qualified Withdrawals.