What are the fees?

There are some fees to keep the account up and running. The annual flat fee is $35, plus an annual administrative fee of 0.30% to 0.34% of the account's balance and fees for the investment option.

Additional fees are added based on how you use the account:

  • $10 per year for paper statements when you choose to opt out of electronic statements. Please note: This fee is currently being waived.

  • $2.50 per check withdrawal.

  • $25 if a transfer fails or a check bounces.

Any additional services may have extra fees.

Plan Disclosure Booklet

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