Once I’ve picked a contribution schedule, can I change it?

Yes, you can change your contribution schedule at any time. If you want to change your contribution frequency, contact our Customer Experience Department to request the changes and obtain the necessary forms to sign. To do so you may require an additional contribution and/or an allocation of some of your contributions to income. There is no service fee to change your contribution schedule.

If you want to add more units to your plan, you can do so until your child reaches the age of 13. To add units to your plan, you need to meet with your Sales Representative to complete the application. You will also have to pay the sales charge of $200 per unit for each additional unit purchased.

You can also decrease the number of units in your plan. To do this, you can also contact your Sales Representative or our Customer Experience Department at 1-877-333-7377. There are no service fees charged to do this, and all sales charges paid towards cancelled units are kept in the plan as a credit in case you want to purchase additional units at a later date.

Back to FAQs

More FAQS

Contributions