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‎How to read your Heritage Plan's Statement of Account

Use the guide below, applicable to your plan, to help you read your statement. For more information view our Frequently Asked Questions

 

Active plans

Active Plans: How to read your Statement of Account
Active Plans: Appendix

 

Matured Plans

Appendix – Matured Plans – Plans transferred to Family Single Student Plan
Appendix – Matured Plans – if your Heritage Plan had a Total Market Value of $0.00 as of the end of the reporting period
Matured Plans – How to Read Your Statement of Account

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