Amelia Jane - UGift

Schwab 529 Plan
Page 1 of 2


We'd like to let you know about Amelia's upcoming celebration.

If you are thinking about giving a gift for the occasion, please consider making a gift contribution to Amelia's
Schwab 529 Plan account instead. This is a special account we opened to help save for Amelia's college
expenses. We can't think of a more meaningful gift than helping Amelia make the dream of college possible.

Thank you.
Russell Wilson
How is my gift processed ?

If you choose to give a gift to the beneficiary's Schwab 529 Plan account, you must mail the gift coupon along
with a check made out to Ugift: Schwab 529 Plan to the address indicated on this form. The check will be
deposited into a non-interest bearing account and then transferred directly into the beneficiary's Schwab 529
Plan account approximately five business days after the celebration date. The account owner will be notified of
your gift in their account if you include your full name in the boxes provided below. This invitation also
includes an optional gift certificate, which you can fill out and present to the beneficiary, informing them that
you made a gift to their Schwab 529 Plan account.


To make a gift, please print this page and follow these steps:
Write
Make
Mail
Print
in the amount
your personal check
the check and this page to:
out a gift
you wish to
payable to Ugift:
Ugift: Schwab 529 Plan
certificate that
give on the slip
Schwab 529 Plan
P.O. Box 2906
you can hand
shown below.
and include Russell
Shawnee Mission, KS 66201-
to the recipient
Wilson's name in
2906
or enclose in a
your personal
card (optional).
check's memo field.
click here.
Please write your full name in the boxes below so this special gift is attributed to you.

Schwab 529 Plan will send a confirmation of your gift to Russell Wilson.
Account Owner Russell
Wilson
Beneficiary Amelia
Wilson
Gift Minimum $25.00


Make checks payable to:
Amount Enclosed:
Ugift: Schwab 529 Plan
$

Ugift: Schwab 529 Plan
P.O. Box 2906
Shawnee Mission, KS 66201-2906

Questions? Call Schwab 529 Plan at 1-888-903-3863. A client service representative will be available to
assist you Monday through Friday, from 10:00 a.m. to 6:30 p.m. Eastern Time.
The Ugift® program is an optional service offered by Upromise Investment Advisors, LLC. For more
information, visit schwab.com/529 or call the Schwab 529 Plan team at 1-888-903-3863.

The Schwab 529 Plan is serviced through Charles Schwab & Co., Inc. and is managed by American Century
https://schwab529.529.com/swatpl/gifting/quickGiftCoupon.do?uiiAccountId=71379305101 3/13/2011

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Schwab 529 Plan
Page 2 of 2
Investment Services, Inc. The plan was created by the Kansas State Legislature under the provisions of
Section 529 of the Internal Revenue Code and is administered by Kansas State Treasurer Ron Estes.

Notice: Accounts established under Schwab 529 Plan and their earnings are neither insured nor guaranteed by
the state of Kansas, the Kansas State Treasurer, American Century Investments, or Charles Schwab & Co.,
Inc. Accounts established under Schwab 529 Plan are domiciled at American Century Investments and not
Schwab. American Century Investment Services, Inc., distributor and underwriter.

Charles Schwab & Co., Inc., American Century Investments, and Upromise Investment Advisors, LLC are
separate and unaffiliated companies.

Schwab Advisor ServicesTM serves independent investment advisors and includes the custody, trading, and
support services of Charles Schwab & Co., Inc.

Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

©2010 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
Upromise Investments, Inc. 95 Wells Avenue, Suite 155, Newton, MA 02459-3204
https://schwab529.529.com/swatpl/gifting/quickGiftCoupon.do?uiiAccountId=71379305101 3/13/2011

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