What is the Form M 990T Unrelated Business Income Tax Return Mass Gov?

The Form M 990T Unrelated Business Income Tax Return Mass Gov is a tax form required for organizations that generate unrelated business income. This form allows nonprofits to report and pay taxes on income that is not related to their primary exempt purpose. Understanding this form is crucial for compliance with Massachusetts tax regulations.

How can airSlate SignNow help with the Form M 990T Unrelated Business Income Tax Return Mass Gov?

airSlate SignNow streamlines the process of completing and submitting the Form M 990T Unrelated Business Income Tax Return Mass Gov. With our user-friendly platform, you can easily fill out the form, eSign it, and send it securely to the appropriate tax authority, ensuring compliance and saving time.

What are the pricing options for using airSlate SignNow for tax forms like the Form M 990T Unrelated Business Income Tax Return Mass Gov?

airSlate SignNow offers flexible pricing plans to cater to various business needs. Our plans are cost-effective, allowing you to choose the features you need for efficient document management, including handling the Form M 990T Unrelated Business Income Tax Return Mass Gov without breaking the bank.

Is airSlate SignNow secure for submitting the Form M 990T Unrelated Business Income Tax Return Mass Gov?

Yes, airSlate SignNow prioritizes security and confidentiality. Our platform uses advanced encryption protocols to protect your information, ensuring that your Form M 990T Unrelated Business Income Tax Return Mass Gov is submitted securely and remains private.

What features does airSlate SignNow offer for managing the Form M 990T Unrelated Business Income Tax Return Mass Gov?

airSlate SignNow provides a range of features designed to simplify the management of the Form M 990T Unrelated Business Income Tax Return Mass Gov. These include customizable templates, electronic signatures, secure cloud storage, and easy sharing options to streamline your workflow.

Can I integrate airSlate SignNow with other software for filing the Form M 990T Unrelated Business Income Tax Return Mass Gov?

Absolutely! airSlate SignNow offers seamless integrations with various accounting and tax software. This allows you to efficiently manage your Form M 990T Unrelated Business Income Tax Return Mass Gov alongside your existing tools, enhancing your productivity and ensuring accurate filings.

What benefits does using airSlate SignNow provide for filing the Form M 990T Unrelated Business Income Tax Return Mass Gov?

Using airSlate SignNow for the Form M 990T Unrelated Business Income Tax Return Mass Gov can signNowly enhance efficiency and accuracy. Our platform reduces paperwork, minimizes errors through automated processes, and allows for quick eSigning, so you can meet your tax obligations without unnecessary delays.

Fill out & Sign m 990t 2015 form with Digital Signature

Establishing secure connection… Loading editor… Preparing document…

How it works

Open the document and fill out all its fields.

Apply your legally-binding eSignature.

Save and invite other recipients to sign it.

Rate template

4.7

Satisfied

Rate M 990t 2015 form as 5 stars Rate M 990t 2015 form as 4 stars Rate M 990t 2015 form as 3 stars Rate M 990t 2015 form as 2 stars Rate M 990t 2015 form as 1 stars

58 votes

Fidelity Advisor 529 Plan June 19, 2014 Supplement to the Offering Statement dated April 1, 2014* CLASS B+ AgeĆBased Portfolios Effective June 19, 2014, the following information modifies the Expense Ratios informaĆ tion found in the Portfolio Performance, Fees, Expenses, and Sales Charges" section beginning on page 26 of the Offering Statement dated April 1, 2014. CLASS A Expense Ratios (%)1 AgeĆBased Portfolios Before After Reductions Reductions FA 529 Portfolio 2031 FA 529 Portfolio 2028 FA 529 Portfolio 2025 FA 529 Portfolio 2022 FA 529 Portfolio 2019 FA 529 Portfolio 2016 FA 529 Portfolio 2013 FA 529 College Portfolio 1.31 1.30 1.26 1.21 1.15 1.06 1.00 1.00 1.30 1.28 1.25 1.20 1.14 1.05 0.98 0.98 1.33 1.24 1.31 1.23 1.44 1.15 1.23 1.17 0.97 1.38 1.22 1.42 1.14 1.22 1.16 0.84 1.38 1.20 0.89 0.92 0.82 1.13 1.16 0.89 0.92 0.73 1.13 1.15 1.12 1.10 1.23 1.10 0.86 1.21 1.22 1.10 0.86 1.20 2.05 2.01 1.96 1.90 1.81 1.75 1.75 2.03 2.00 1.95 1.89 1.80 1.73 1.73 2.08 1.99 2.06 1.98 2.19 1.90 1.98 1.92 1.97 2.17 1.89 1.97 1.91 1.95 1.64 1.67 1.64 1.67 1.87 1.57 1.88 1.91 1.85 1.96 1.85 1.48 1.88 1.90 1.85 1.95 Individual Fund Portfolios FA 529 Diversified International Portfolio FA 529 Dividend Growth Portfolio FA 529 Equity Growth Portfolio FA 529 Equity Income Portfolio FA 529 High Income Portfolio FA 529 InflationĆProtected Bond Portfolio FA 529 Limited Term Bond Portfolio2 FA 529 Stock Selector Mid Cap Portfolio FA 529 Money Market Portfolio FA 529 New Insights Portfolio FA 529 Small Cap Portfolio FA 529 Strategic Income Portfolio FA 529 Value Strategies Portfolio Individual Fund Portfolios FA 529 Diversified International Portfolio FA 529 Dividend Growth Portfolio FA 529 Equity Growth Portfolio FA 529 Equity Income Portfolio FA 529 Global Strategies Portfolio FA 529 Growth Opportunities Portfolio FA 529 High Income Portfolio FA 529 InflationĆProtected Bond Portfolio FA 529 Limited Term Bond Portfolio2 FA 529 Money Market Portfolio FA 529 New Insights Portfolio FA 529 Small Cap Portfolio FA 529 Stock Selector Mid Cap Portfolio FA 529 Strategic Dividend & Income Portfolio FA 529 Strategic Income Portfolio FA 529 Total Bond Portfolio FA 529 Value Strategies Portfolio Before After Reductions Reductions Static Portfolios FA 529 Aggressive Growth Portfolio FA 529 Moderate Growth Portfolio Static Portfolios FA 529 Aggressive Growth Portfolio FA 529 Moderate Growth Portfolio FA 529 Portfolio 2028 FA 529 Portfolio 2025 FA 529 Portfolio 2022 FA 529 Portfolio 2019 FA 529 Portfolio 2016 FA 529 Portfolio 2013 FA 529 College Portfolio Expense Ratios (%)1 + EFFECTIVE AFTER THE CLOSE OF BUSINESS ON SEPTEMBER 1, 2010, CLASS B UNITS WERE CLOSED TO NEW ACCOUNTS AND ADDITIONAL PURCHASES BY EXISTING PARTICIPANTS. An investment in the Money Market Portfolio is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. It is possible to lose money by investing in the Portfolio. 1 Shows each Portfolio's annual expense ratio before and after expense reductions by the underlying funds. Expense Ratio data as of 4/30/14. 2 Formerly known as the Fidelity Advisor 529 Intermediate Bond Portfolio. An investment in the Money Market Portfolio is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. It is possible to lose money by investing in the Portfolio. 1 Shows each Portfolio's annual expense ratio before and after expense reductions by the underlying funds. Expense Ratio data as of 4/30/14. 2 Formerly known as the Fidelity Advisor 529 Intermediate Bond Portfolio. ACIPĆ14Ć04 1.778521.124 (PAGE 1 OF 16) June 19, 2014 CLASS C Expense Ratios (%)1 CLASS P Expense Ratios (%)1 AgeĆBased Portfolios Before After Reductions Reductions AgeĆBased Portfolios Before After Reductions Reductions FA 529 Portfolio 2031 FA 529 Portfolio 2028 FA 529 Portfolio 2025 FA 529 Portfolio 2022 FA 529 Portfolio 2019 FA 529 Portfolio 2016 FA 529 Portfolio 2013 FA 529 College Portfolio 2.06 2.05 2.01 1.96 1.90 1.81 1.75 1.75 2.05 2.03 2.00 1.95 1.89 1.80 1.73 1.73 2.08 1.99 FA 529 Portfolio 2031 FA 529 Portfolio 2028 FA 529 Portfolio 2025 FA 529 Portfolio 2022 FA 529 Portfolio 2019 FA 529 Portfolio 2016 FA 529 Portfolio 2013 FA 529 College Portfolio 2.06 1.98 Static Portfolios FA 529 Aggressive Growth Portfolio FA 529 Moderate Growth Portfolio 1.80 1.78 1.75 1.70 1.64 1.55 1.48 1.48 1.83 1.74 1.81 1.73 1.94 1.65 1.73 1.67 1.47 1.88 1.82 1.92 1.64 1.72 1.66 1.34 1.88 1.80 1.49 1.52 1.32 1.63 1.66 1.49 1.52 1.23 1.63 1.65 1.62 1.60 1.73 1.70 1.46 1.71 1.72 1.70 1.46 1.70 Static Portfolios FA 529 Aggressive Growth Portfolio FA 529 Moderate Growth Portfolio Individual Fund Portfolios FA 529 Diversified International Portfolio FA 529 Dividend Growth Portfolio FA 529 Equity Growth Portfolio FA 529 Equity Income Portfolio FA 529 Global Strategies Portfolio FA 529 Growth Opportunities Portfolio FA 529 High Income Portfolio FA 529 InflationĆProtected Bond Portfolio FA 529 Limited Term Bond Portfolio2 FA 529 Money Market Portfolio FA 529 New Insights Portfolio FA 529 Small Cap Portfolio FA 529 Stock Selector Mid Cap Portfolio FA 529 Strategic Dividend & Income Portfolio FA 529 Strategic Income Portfolio FA 529 Total Bond Portfolio FA 529 Value Strategies Portfolio 1.81 1.80 1.76 1.71 1.65 1.56 1.50 1.50 Individual Fund Portfolios 2.19 1.90 1.98 1.92 1.72 2.13 2.07 1.74 1.77 1.57 1.88 1.91 1.74 1.77 1.48 1.88 1.90 1.87 1.85 1.98 1.95 1.71 1.96 FA 529 Diversified International Portfolio FA 529 Dividend Growth Portfolio FA 529 Equity Growth Portfolio FA 529 Equity Income Portfolio FA 529 Global Strategies Portfolio FA 529 Growth Opportunities Portfolio FA 529 High Income Portfolio FA 529 InflationĆProtected Bond Portfolio FA 529 Limited Term Bond Portfolio2 FA 529 Money Market Portfolio FA 529 New Insights Portfolio FA 529 Small Cap Portfolio FA 529 Stock Selector Mid Cap Portfolio FA 529 Strategic Dividend & Income Portfolio FA 529 Strategic Income Portfolio FA 529 Total Bond Portfolio FA 529 Value Strategies Portfolio 2.17 1.89 1.97 1.91 1.59 2.13 2.05 1.97 1.95 1.71 1.95 An investment in the Money Market Portfolio is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. It is possible to lose money by investing in the Portfolio. An investment in the Money Market Portfolio is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. It is possible to lose money by investing in the Portfolio. 1 Shows each Portfolio's annual expense ratio before and after expense reductions by the underlying funds. Expense Ratio data as of 4/30/14. 1 Shows each Portfolio's annual expense ratio before and after expense reductions by the underlying funds. Expense Ratio data as of 4/30/14. 2 Formerly known as the Fidelity Advisor 529 Intermediate Bond Portfolio. 2 Formerly known as the Fidelity Advisor 529 Intermediate Bond Portfolio. (PAGE 2 OF 16) OLD CLASS A+ AgeĆBased Portfolios Expense Ratios (%)1 Before After Reductions Reductions FA 529 Portfolio 2022 1.21 1.20 FA 529 Portfolio 2019 1.15 1.14 FA 529 Portfolio 2016 1.06 1.05 FA 529 Portfolio 2013 1.00 0.98 FA 529 College Portfolio 1.00 0.98 FA 529 Aggressive Growth Portfolio 1.33 FA 529 Moderate Growth Portfolio 1.24 1.23 + OLD CLASS A UNITS ARE ONLY AVAILABLE TO ACCOUNTS ESTABLISHED BEFORE JUNE 25, 2003. Shows each Portfolio's annual expense ratio before and after expense reductions of the underlying funds. Expense Ratio data as of 4/30/14. AgeĆBased Portfolios Expense Ratios (%)1 Before After Reductions Reductions FA 529 Portfolio 2022 1.71 1.70 FA 529 Portfolio 2019 1.65 1.64 FA 529 Portfolio 2016 1.56 1.55 FA 529 Portfolio 2013 1.50 1.48 FA 529 College Portfolio 1.50 1.48 Before After Reductions Reductions 1.46 1.40 1.31 1.25 1.25 1.45 1.39 1.30 1.23 1.23 1.58 1.49 1.56 1.48 1.69 1.40 1.48 1.42 1.57 1.67 1.39 1.47 1.41 1.55 1.24 1.27 1.24 1.27 1.37 1.07 1.41 1.46 1.35 0.98 1.40 1.45 Individual Fund Portfolios FA 529 Diversified International Portfolio FA 529 Dividend Growth Portfolio FA 529 Equity Growth Portfolio FA 529 Equity Income Portfolio FA 529 High Income Portfolio FA 529 InflationĆProtected Bond Portfolio FA 529 Limited Term Bond Portfolio2 FA 529 Stock Selector Mid Cap Portfolio FA 529 Money Market Portfolio FA 529 Small Cap Portfolio FA 529 Value Strategies Portfolio + Static Portfolios FA 529 Aggressive Growth Portfolio 1.83 1.81 FA 529 Moderate Growth Portfolio 1.74 1.73 + FA 529 Portfolio 2022 FA 529 Portfolio 2019 FA 529 Portfolio 2016 FA 529 Portfolio 2013 FA 529 College Portfolio FA 529 Aggressive Growth Portfolio FA 529 Moderate Growth Portfolio 1.31 OLD CLASS B+ AgeĆBased Portfolios Expense Ratios (%)1 Static Portfolios Static Portfolios 1 CLASS D+ OLD CLASS B UNITS ARE ONLY AVAILABLE TO ACCOUNTS ESTABLISHED BEFORE JUNE 25, 2003. EFFECTIVE AFTER THE CLOSE OF BUSINESS ON SEPTEMBER 1, 2010, OLD CLASS B UNITS WERE CLOSED TO NEW ACCOUNTS AND ADDITIONAL PURCHASES BY EXISTING PARTICIPANTS. 1 Shows each Portfolio's annual expense ratio before and after expense reductions of the underlying funds. Expense Ratio data as of 4/30/14. CLASS D UNITS ONLY AVAILABLE TO ACCOUNTS ESTABLISHED BEFORE JUNE 25, 2003. An investment in the Money Market Portfolio is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. It is possible to lose money by investing in the Portfolio. 1 Shows each Portfolio's annual expense ratio before and after expense reductions by the underlying funds. Expense Ratio data as of 4/30/14. 2 Formerly known as the Fidelity Advisor 529 Intermediate Bond Portfolio. (PAGE 3 OF 16) Effective June 19, 2014, the following information modifies the information found in the Portfolio Performance, Fees, Expenses, and Sales Charges" section under the heading Plan Fees and Expense Information" beginning on page 42 of the Offering Statement dated April 1, 2014. PLAN FEE AND EXPENSE INFORMATION AS OF 4/30/14 Class A Annual AssetĆBased Fees INVESTMENT OPTIONS AGEĆBASED & STATIC ALLOCATION PORTĆ FOLIOS FA 529 Portfolio 2031 FA 529 Portfolio 2028 FA 529 Portfolio 2025 FA 529 Portfolio 2022 FA 529 Portfolio 2019 FA 529 Portfolio 2016 FA 529 Portfolio 2013 FA 529 College Portfolio FA 529 Moderate Growth Portfolio FA 529 Aggressive Growth Portfolio Additional Investor Expenses Estimated Total Underlying Annual Contingent Annual Fund AssetĆ Account Program Annual Maximum Deferred Expenses Manager State Misc. Distribution Based Initial Sales Sales MainteĆ 1 3 Fee (%)4 6 (%) Fee (%)2 Fee (%) Fee (%)5 Fee (%) Charge (%)7 Charge8 nance Fee9 0.86 0.85 0.81 0.76 0.70 0.61 0.55 0.55 0.79 0.88 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 1.31 1.30 1.26 1.21 1.15 1.06 1.00 1.00 1.24 1.33 5.75 5.75 5.75 5.75 5.75 5.75 5.75 5.75 5.75 5.75 None10 None10 None10 None10 None10 None10 None10 None10 None10 None10 $ $ $ $ $ $ $ $ $ $ 20 20 20 20 20 20 20 20 20 20 0.99 0.70 0.78 0.72 0.52 0.93 0.87 0.54 0.57 0.37 0.68 0.71 0.67 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 0.25 0.25 0.25 0.25 0.25 0.25 0.15 0.15 0.15 0.25 0.25 0.25 0.25 1.44 1.15 1.23 1.17 0.97 1.38 1.22 0.89 0.92 0.82 1.13 1.16 1.12 5.75 5.75 5.75 5.75 5.75 5.75 4.75 4.75 3.75 None 5.75 5.75 5.75 None10 None10 None10 None10 None10 None10 None10 None10 None10 None10 None10 None10 None10 $ $ $ $ $ $ $ $ $ $ $ $ $ 20 20 20 20 20 20 20 20 20 20 20 20 20 0.78 0.75 0.51 0.76 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 N/A N/A N/A N/A 0.25 0.15 0.15 0.25 1.23 1.10 0.86 1.21 5.75 4.75 4.75 5.75 None10 None10 None10 None10 $ $ $ $ 20 20 20 20 INDIVIDUAL FUND PORTFOLIOS FA 529 Diversified International Portfolio FA 529 Dividend Growth Portfolio FA 529 Equity Growth Portfolio FA 529 Equity Income Portfolio FA 529 Global Strategies Portfolio FA 529 Growth Opportunities Portfolio FA 529 High Income Portfolio FA 529 InflationĆProtected Bond Portfolio FA 529 Limited Term Bond Portfolio11 FA 529 Money Market Portfolio FA 529 New Insights Portfolio FA 529 Small Cap Portfolio FA 529 Stock Selector Mid Cap Portfolio FA 529 Strategic Dividend & Income Portfolio FA 529 Strategic Income Portfolio FA 529 Total Bond Portfolio FA 529 Value Strategies Portfolio 1 The Estimated Underlying Fund Expenses" is based on a weighted average of the expenses of mutual funds before reductions in which the portfolio invests as of 4/30/14. The underlying mutual fund expense data was obtained from each fund's most recent financial statement. 2 The Program Manager Fee" is the percentage of net assets paid to Fidelity by the Trust for performing services for the Fidelity Advisor 529 Plan and is currently at an annual rate of 0.10%. 3 The State Fee" is the percentage of net assets retained by the Trust and is currently at an annual rate of 0.10%. 4 The Miscellaneous Fee" represents any other type of fee or expense imposed by the Plan. 5 The Annual Distribution Fee" is a daily charge at the annualized rate specified in the above table of the value of your units. 6 The Total Annual AssetĆBased Fee" illustrates the total assetĆbased fees assessed against net assets annually. The figures do not include maximum initial sales charges, contingent deferred sales charges, or annual account maintenance fees. Please refer to the Hypothetical $10,000 Investment Cost Chart" for each class of units to review the impact of fees and expenses on a hypothetical $10,000 investment in the Plan over 1, 3, 5, and 10 year periods. 7 The Maximum Initial Sales Charge" represents the maximum sales charge you will pay on each investment in the Plan. Load waivers and reduced sales charges may apply. The actual sales charge may be higher due to rounding. 8 The Contingent Deferred Sales Charge" (CDSC) is a backĆend sales load. Exceptions to the CDSC are described in the previous pages. The actual CDSC may be higher due to rounding. 9 The Annual Account Maintenance Fee" is the annual fee deducted from your account balance each year. Please note the account fee will be waived if (a) the total value of all related accounts for your beneficiary is at least $25,000 or (b) your account or any other account for the same beneficiary has had systematic contributions in place for the previous 12 months. 10 Certain Class A Units sold by investment professionals who receive a finder's fee will be subject to a CDSC. 11 Formerly known as the FA 529 Intermediate Bond Portfolio. (PAGE 4 OF 16) PLAN FEE AND EXPENSE INFORMATION AS OF 4/30/14 Class B (Effective after the close of business on September 1, 2010, Class B Units were closed to new Accounts and additional purchases by existing Participants.) Annual AssetĆBased Fees INVESTMENT OPTIONS AGEĆBASED & STATIC ALLOCATION PORTĆ FOLIOS FA 529 Portfolio 2028 FA 529 Portfolio 2025 FA 529 Portfolio 2022 FA 529 Portfolio 2019 FA 529 Portfolio 2016 FA 529 Portfolio 2013 FA 529 College Portfolio FA 529 Moderate Growth Portfolio FA 529 Aggressive Growth Portfolio Additional Investor Expenses Estimated Total Underlying Annual Contingent Annual Fund AssetĆ Account Program Annual Maximum Deferred Expenses Manager State Misc. Distribution Based Initial Sales Sales MainteĆ (%)1 Fee (%)2 Fee (%)3 Fee (%)4 Fee (%)5 Fee (%)6 Charge (%)7 Charge8 nance Fee9 0.85 0.81 0.76 0.70 0.61 0.55 0.55 0.79 0.88 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 N/A N/A N/A N/A N/A N/A N/A N/A N/A 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.05 2.01 1.96 1.90 1.81 1.75 1.75 1.99 2.08 None None None None None None None None None 5%10 5%10 5%10 5%10 5%10 5%10 5%10 5%10 5%10 $ $ $ $ $ $ $ $ $ 20 20 20 20 20 20 20 20 20 0.99 0.70 0.78 0.72 0.87 0.54 0.57 0.37 0.68 0.71 0.67 0.75 0.76 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 1.00 1.00 1.00 1.00 0.90 0.90 0.90 1.00 1.00 1.00 1.00 0.90 1.00 2.19 1.90 1.98 1.92 1.97 1.64 1.67 1.57 1.88 1.91 1.87 1.85 1.96 None None None None None None None None None None None None None 5%10 5%10 5%10 5%10 5%10 5%10 3%11 5%10 5%10 5%10 5%10 5%10 5%10 $ $ $ $ $ $ $ $ $ $ $ $ $ 20 20 20 20 20 20 20 20 20 20 20 20 20 INDIVIDUAL FUND PORTFOLIOS FA 529 Diversified International Portfolio FA 529 Dividend Growth Portfolio FA 529 Equity Growth Portfolio FA 529 Equity Income Portfolio FA 529 High Income Portfolio FA 529 InflationĆProtected Bond Portfolio FA 529 Limited Term Bond Portfolio12 FA 529 Money Market Portfolio FA 529 New Insights Portfolio FA 529 Small Cap Portfolio FA 529 Stock Selector Mid Cap Portfolio FA 529 Strategic Income Portfolio FA 529 Value Strategies Portfolio 1 The Estimated Underlying Fund Expenses" is based on a weighted average of the expenses of mutual funds before reductions in which the portfolio invests as of 4/30/14. The underlying mutual fund expense data was obtained from each fund's most recent financial statement. 2 The Program Manager Fee" is the percentage of net assets paid to Fidelity by the Trust for performing services for the Fidelity Advisor 529 Plan and is currently at an annual rate of 0.10%. 3 The State Fee" is the percentage of net assets retained by the Trust and is currently at an annual rate of 0.10%. 4 The Miscellaneous Fee" represents any other type of fee or expense imposed by the Plan. 5 The Annual Distribution Fee" is a daily charge at the annualized rate specified in the above table of the value of your units. 6 The Total Annual AssetĆBased Fee" illustrates the total assetĆbased fees assessed against net assets annually. The figures do not include maximum initial sales charges, contingent deferred sales charges, or annual account maintenance fees. Please refer to the Hypothetical $10,000 Investment Cost Chart" for each class of units to review the impact of fees and expenses on a hypothetical $10,000 investment in the Plan over 1, 3, 5, and 10 year periods. 7 The Maximum Initial Sales Charge" represents the maximum sales charge you will pay on each investment in the Plan. Load waivers and reduced sales charges may apply. The actual sales charge may be higher due to rounding. 8 The Contingent Deferred Sales Charge" (CDSC) is a backĆend sales load. Exceptions to the CDSC are described in the previous pages. The actual CDSC may be higher due to rounding. 9 The Annual Account Maintenance Fee" is the annual fee deducted from your account balance each year. Please note the account fee will be waived if (a) the total value of all related accounts for your beneficiary is at least $25,000 or (b) your account or any other account for the same beneficiary has had systematic contributions in place for the previous 12 months. 10 The CDSC is 5% decreasing over a seven year period. 11 The CDSC for the FA 529 Intermediate Bond Portfolio is 3% decreasing over a four year period. 12 Formerly known as the FA 529 Intermediate Bond Portfolio. (PAGE 5 OF 16) PLAN FEE AND EXPENSE INFORMATION AS OF 4/30/14 Class C Annual AssetĆBased Fees INVESTMENT OPTIONS AGEĆBASED & STATIC ALLOCATION PORTFOLIOS FA 529 Portfolio 2031 FA 529 Portfolio 2028 FA 529 Portfolio 2025 FA 529 Portfolio 2022 FA 529 Portfolio 2019 FA 529 Portfolio 2016 FA 529 Portfolio 2013 FA 529 College Portfolio FA 529 Moderate Growth Portfolio FA 529 Aggressive Growth Portfolio INDIVIDUAL FUND PORTFOLIOS FA 529 Diversified International Portfolio FA 529 Dividend Growth Portfolio FA 529 Equity Growth Portfolio FA 529 Equity Income Portfolio FA 529 Global Strategies Portfolio FA 529 Growth Opportunities Portfolio FA 529 High Income Portfolio FA 529 InflationĆProtected Bond Portfolio FA 529 Limited Term Bond Portfolio11 FA 529 Money Market Portfolio FA 529 New Insights Portfolio FA 529 Small Cap Portfolio FA 529 Stock Selector Mid Cap Portfolio FA 529 Strategic Dividend & Income Portfolio FA 529 Strategic Income Portfolio FA 529 Total Bond Portfolio FA 529 Value Strategies Portfolio Additional Investor Expenses Estimated Total Underlying Annual Contingent Annual Fund AssetĆ Account Program Annual Maximum Deferred Expenses Manager State Misc. Distribution Based Initial Sales Sales MainteĆ (%)1 Fee (%)2 Fee (%)3 Fee (%)4 Fee (%)5 Fee (%)6 Charge (%)7 Charge8 nance Fee9 0.86 0.85 0.81 0.76 0.70 0.61 0.55 0.55 0.79 0.88 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.06 2.05 2.01 1.96 1.90 1.81 1.75 1.75 1.99 2.08 None None None None None None None None None None 1%10 1%10 1%10 1%10 1%10 1%10 1%10 1%10 1%10 1%10 $ $ $ $ $ $ $ $ $ $ 20 20 20 20 20 20 20 20 20 20 0.99 0.70 0.78 0.72 0.52 0.93 0.87 0.54 0.57 0.37 0.68 0.71 0.67 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 2.19 1.90 1.98 1.92 1.72 2.13 2.07 1.74 1.77 1.57 1.88 1.91 1.87 None None None None None None None None None None None None None 1%10 1%10 1%10 1%10 1%10 1%10 1%10 1%10 1%10 1%10 1%10 1%10 1%10 $ $ $ $ $ $ $ $ $ $ $ $ $ 20 20 20 20 20 20 20 20 20 20 20 20 20 0.78 0.75 0.51 0.76 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 N/A N/A N/A N/A 1.00 1.00 1.00 1.00 1.98 1.95 1.71 1.96 None None None None 1%10 1%10 1%10 1%10 $ $ $ $ 20 20 20 20 1 The Estimated Underlying Fund Expenses" is based on a weighted average of the expenses of mutual funds before reductions in which the portfolio invests as of 4/30/14. The underlying mutual fund expense data was obtained from each fund's most recent financial statement. The Program Manager Fee" is the percentage of net assets paid to Fidelity by the Trust for performing services for the Fidelity Advisor 529 Plan and is currently at an annual rate of 0.10%. 3 The State Fee" is the percentage of net assets retained by the Trust and is currently at an annual rate of 0.10%. 4 The Miscellaneous Fee" represents any other type of fee or expense imposed by the Plan. 5 The Annual Distribution Fee" is a daily charge at the annualized rate specified in the above table of the value of your units. 6 The Total Annual AssetĆBased Fee" illustrates the total assetĆbased fees assessed against net assets annually. The figures do not include maximum initial sales charges, contingent deferred sales charges, or annual account maintenance fees. Please refer to the Hypothetical $10,000 Investment Cost Chart" for each class of units to review the impact of fees and expenses on a hypothetical $10,000 investment in the Plan over 1, 3, 5, and 10 year periods. 7 The Maximum Initial Sales Charge" represents the maximum initial sales charge you will pay on each investment in the Plan. Load waivers and reduced sales charges may apply. The actual sales charge may be higher due to rounding. 8 The Contingent Deferred Sales Charge" (CDSC) is a backĆend sales load. Exceptions to the CDSC are described in the previous pages. The actual CDSC may be higher due to rounding. 9 The Annual Account Maintenance Fee" is the annual fee deducted from your account balance each year. Please note the account fee will be waived if (a) the total value of all related accounts for your beneficiary is at least $25,000 or (b) your account or any other account for the same beneficiary has had systematic contributions in place for the previous 12 months. 10 The CDSC is 1% for the first year. 11 Formerly known as the FA 529 Intermediate Bond Portfolio. 2 (PAGE 6 OF 16) PLAN FEE AND EXPENSE INFORMATION AS OF 4/30/14 Class P Annual AssetĆBased Fees INVESTMENT OPTIONS Additional Investor Expenses Estimated Total Underlying Annual Contingent Annual Fund AssetĆ Account Program Annual Maximum Deferred Expenses Manager State Misc. Distribution Based Initial Sales Sales MainteĆ (%)1 Fee (%)2 Fee (%)3 Fee (%)4 Fee (%)5 Fee (%)6 Charge (%)7 Charge8 nance Fee9 AGEĆBASED & STATIC ALLOCATION PORTFOLIOS FA 529 Portfolio 2031 FA 529 Portfolio 2028 FA 529 Portfolio 2025 FA 529 Portfolio 2022 FA 529 Portfolio 2019 FA 529 Portfolio 2016 FA 529 Portfolio 2013 FA 529 College Portfolio FA 529 Moderate Growth Portfolio FA 529 Aggressive Growth Portfolio INDIVIDUAL FUND PORTFOLIOS FA 529 Diversified International Portfolio FA 529 Dividend Growth Portfolio FA 529 Equity Growth Portfolio FA 529 Equity Income Portfolio FA 529 Global Strategies Portfolio FA 529 Growth Opportunities Portfolio FA 529 High Income Portfolio FA 529 InflationĆProtected Bond Portfolio FA 529 Limited Term Bond Portfolio10 FA 529 Money Market Portfolio FA 529 New Insights Portfolio FA 529 Small Cap Portfolio FA 529 Stock Selector Mid Cap Portfolio FA 529 Strategic Dividend & Income Portfolio FA 529 Strategic Income Portfolio FA 529 Total Bond Portfolio FA 529 Value Strategies Portfolio 0.86 0.85 0.81 0.76 0.70 0.61 0.55 0.55 0.79 0.88 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 0.75 0.75 0.75 0.75 0.75 0.75 0.75 0.75 0.75 0.75 1.81 1.80 1.76 1.71 1.65 1.56 1.50 1.50 1.74 1.83 None None None None None None None None None None None None None None None None None None None None $ $ $ $ $ $ $ $ $ $ 20 20 20 20 20 20 20 20 20 20 0.99 0.70 0.78 0.72 0.52 0.93 0.87 0.54 0.57 0.37 0.68 0.71 0.67 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 0.75 0.75 0.75 0.75 0.75 0.75 0.75 0.75 0.75 0.75 0.75 0.75 0.75 1.94 1.65 1.73 1.67 1.47 1.88 1.82 1.49 1.52 1.32 1.63 1.66 1.62 None None None None None None None None None None None None None None None None None None None None None None None None None None $ $ $ $ $ $ $ $ $ $ $ $ $ 20 20 20 20 20 20 20 20 20 20 20 20 20 0.78 0.75 0.51 0.76 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 N/A N/A N/A N/A 0.75 0.75 0.75 0.75 1.73 1.70 1.46 1.71 None None None None None None None None $ $ $ $ 20 20 20 20 1 The Estimated Underlying Fund Expenses" is based on a weighted average of the expenses of mutual funds before reductions in which the portfolio invests as of 4/30/14. The underlying mutual fund expense data was obtained from each fund's most recent financial statement. The Program Manager Fee" is the percentage of net assets paid to Fidelity by the Trust for performing services for the Fidelity Advisor 529 Plan and is currently at an annual rate of 0.10%. 3 The State Fee" is the percentage of net assets retained by the Trust and is currently at an annual rate of 0.10%. 4 The Miscellaneous Fee" represents any other type of fee or expense imposed by the Plan. 5 The Annual Distribution Fee" is a daily charge at the annualized rate specified in the above table of the value of your units. 6 The Total Annual AssetĆBased Fee" illustrates the total assetĆbased fees assessed against net assets annually. The figures do not include maximum initial sales charges, contingent deferred sales charges, or annual account maintenance fees. Please refer to the Hypothetical $10,000 Investment Cost Chart" for each class of units to review the impact of fees and expenses on a hypothetical $10,000 investment in the Plan over 1, 3, 5, and 10 year periods. 7 The Maximum Initial Sales Charge" represents the maximum initial sales charge you will pay on each investment in the Plan. Load waivers and reduced sales charges may apply. The actual sales charge may be higher due to rounding. 8 The Contingent Deferred Sales Charge" (CDSC) is a backĆend sales load. Exceptions to the CDSC are described in the previous pages. The actual CDSC may be higher due to rounding. 9 The Annual Account Maintenance Fee" is the annual fee deducted from your account balance each year. Please note the account fee will be waived if (a) the total value of all related accounts for your beneficiary is at least $25,000 or (b) your account or any other account for the same beneficiary has had systematic contributions in place for the previous 12 months. 10 Formerly known as the FA 529 Intermediate Bond Portfolio. 2 (PAGE 7 OF 16) PLAN FEE AND EXPENSE INFORMATION AS OF 4/30/14 Old Class A (Available only to Accounts established before June 25, 2003) INVESTMENT OPTIONS Annual AssetĆBased Fees Estimated Underlying Fund Expenses (%)1 Program Manager Fee (%)2 0.76 0.70 0.61 0.55 0.55 0.79 0.88 0.10 0.10 0.10 0.10 0.10 0.10 0.10 State Fee (%)3 Annual Misc. Distribution Fee (%)4 Fee (%)5 Additional Investor Expenses Total Annual AssetĆ Based Fee (%)6 Maximum Initial Sales Charge (%)7 1.21 1.15 1.06 1.00 1.00 1.24 1.33 3.50 3.50 3.50 3.50 3.50 3.50 3.50 AGEĆBASED & STATIC ALLOCATION PORTFOLIOS FA 529 Portfolio 2022 FA 529 Portfolio 2019 FA 529 Portfolio 2016 FA 529 Portfolio 2013 FA 529 College Portfolio FA 529 Moderate Growth Portfolio FA 529 Aggressive Growth Portfolio 0.10 0.10 0.10 0.10 0.10 0.10 0.10 N/A N/A N/A N/A N/A N/A N/A 1 0.25 0.25 0.25 0.25 0.25 0.25 0.25 Contingent Annual Deferred Account Sales MainteĆ Charge8 nance Fee9 None10 None10 None10 None10 None10 None10 None10 $ $ $ $ $ $ $ 20 20 20 20 20 20 20 The Estimated Underlying Fund Expenses" is based on a weighted average of the expenses of mutual funds before reductions in which the portfolio invests as of 4/30/14. The underlying mutual fund expense data was obtained from each fund's most recent financial statement. The Program Manager Fee" is the percentage of net assets paid to Fidelity by the Trust for performing services for the Fidelity Advisor 529 Plan and is currently at an annual rate of 0.10%. 3 The State Fee" is the percentage of net assets retained by the Trust and is currently at an annual rate of 0.10%. 4 The Miscellaneous Fee" represents any other type of fee or expense imposed by the Plan. 5 The Annual Distribution Fee" is a daily charge at the annualized rate specified in the above table of the value of your units. 6 The Total Annual AssetĆBased Fee" illustrates the total assetĆbased fees assessed against net assets annually. The figures do not include maximum initial sales charges, contingent deferred sales charges, or annual account maintenance fees. Please refer to the Hypothetical $10,000 Investment Cost Chart" for each class of units to review the impact of fees and expenses on a hypothetical $10,000 investment in the Plan over 1, 3, 5, and 10 year periods. 7 The Maximum Initial Sales Charge" represents the maximum initial sales charge you will pay on each investment in the Plan. Load waivers and reduced sales charges may apply. The actual sales charge may be higher due to rounding. 8 The Contingent Deferred Sales Charge" (CDSC) is a backĆend sales load. Exceptions to the CDSC are described in the previous pages. The actual CDSC may be higher due to rounding. 9 The Annual Account Maintenance Fee" is the annual fee deducted from your account balance each year. Please note the account fee will be waived if (a) the total value of all related accounts for your beneficiary is at least $25,000 or (b) your account or any other account for the same beneficiary has had systematic contributions in place for the previous 12 months. 10 Certain Old Class A Units sold by investment professionals who receive a finder's fee will be subject to a CDSC. 2 (PAGE 8 OF 16) PLAN FEE AND EXPENSE INFORMATION AS OF 4/30/14 Old Class B (Available only to Accounts established before June 25, 2003. Effective after the close of busiĆ ness on September 1, 2010, Old Class B Units were closed to new Accounts and additional purchases by existing Participants.) INVESTMENT OPTIONS Annual AssetĆBased Fees Estimated Underlying Fund Expenses (%)1 Program Manager Fee (%)2 0.76 0.70 0.61 0.55 0.55 0.79 0.88 0.10 0.10 0.10 0.10 0.10 0.10 0.10 State Fee (%)3 Annual Misc. Distribution Fee (%)4 Fee (%)5 Additional Investor Expenses Total Annual AssetĆ Based Fee (%)6 Maximum Initial Sales Charge (%)7 1.71 1.65 1.56 1.50 1.50 1.74 1.83 None None None None None None None AGEĆBASED & STATIC ALLOCATION PORTFOLIOS FA 529 Portfolio 2022 FA 529 Portfolio 2019 FA 529 Portfolio 2016 FA 529 Portfolio 2013 FA 529 College Portfolio FA 529 Moderate Growth Portfolio FA 529 Aggressive Growth Portfolio 0.10 0.10 0.10 0.10 0.10 0.10 0.10 N/A N/A N/A N/A N/A N/A N/A 1 0.75 0.75 0.75 0.75 0.75 0.75 0.75 Contingent Annual Deferred Account Sales MainteĆ Charge8 nance Fee9 2.5%10 2.5%10 2.5%10 2.5%10 2.5%10 2.5%10 2.5%10 $ $ $ $ $ $ $ 20 20 20 20 20 20 20 The Estimated Underlying Fund Expenses" is based on a weighted average of the expenses of mutual funds before reductions in which the portfolio invests as of 4/30/14. The underlying mutual fund expense data was obtained from each fund's most recent financial statement. 2 The Program Manager Fee" is the percentage of net assets paid to Fidelity by the Trust for performing services for the Fidelity Advisor 529 Plan and is currently at an annual rate of 0.10% 3 The State Fee" is the percentage of net assets retained by the Trust and is currently at an annual rate of 0.10%. 4 The Miscellaneous Fee" represents any other type of fee or expense imposed by the Plan. 5 The Annual Distribution Fee" is a daily charge at the annualized rate specified in the above table of the value of your units. 6 The Total Annual AssetĆBased Fee" illustrates the total assetĆbased fees assessed against net assets annually. The figures do not include maximum initial sales charges, contingent deferred sales charges, or annual account maintenance fees. Please refer to the Hypothetical $10,000 Investment Cost Chart" for each class of units to review the impact of fees and expenses on a hypothetical $10,000 investment in the Plan over 1, 3, 5, and 10 year periods. 7 The Maximum Initial Sales Charge" represents the maximum initial sales charge you will pay on each investment in the Plan. Load waivers and reduced sales charges may apply. The actual sales charge may be higher due to rounding. 8 The Contingent Deferred Sales Charge" (CDSC) is a backĆend sales load. Exceptions to the CDSC are described in the previous pages. The actual CDSC may be higher due to rounding. 9 The Annual Account Maintenance Fee" is the annual fee deducted from your account balance each year. Please note the account fee will be waived if (a) the total value of all related accounts for your beneficiary is at least $25,000 or (b) your account or any other account for the same beneficiary has had systematic contributions in place for the previous 12 months. 10 The CDSC is 2.5% decreasing over a six year period. (PAGE 9 OF 16) PLAN FEE AND EXPENSE INFORMATION AS OF 4/30/14 Class D (Available only to Accounts established before June 25, 2003) INVESTMENT OPTIONS Annual AssetĆBased Fees Estimated Underlying Fund Expenses (%)1 Program Manager Fee (%)2 State Fee (%)3 0.76 0.70 0.61 0.55 0.55 0.79 0.88 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 N/A N/A N/A N/A N/A N/A N/A 0.99 0.70 0.78 0.72 0.87 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.10 0.54 0.10 0.57 0.37 0.71 0.67 0.76 Additional Investor Expenses Total Annual AssetĆ Based Fee (%)6 Maximum Initial Sales Charge (%)7 0.50 0.50 0.50 0.50 0.50 0.50 0.50 1.46 1.40 1.31 1.25 1.25 1.49 1.58 None None None None None None None None None None None None None None $ $ $ $ $ $ $ 20 20 20 20 20 20 20 N/A N/A N/A N/A N/A 0.50 0.50 0.50 0.50 0.50 1.69 1.40 1.48 1.42 1.57 None None None None None None None None None None $ $ $ $ $ 20 20 20 20 20 0.10 N/A 0.50 1.24 None None $ 20 0.10 0.10 0.10 0.10 0.10 0.10 N/A N/A N/A 0.50 0.50 0.50 1.27 1.07 1.41 None None None None None None $ $ $ 20 20 20 0.10 0.10 0.10 0.10 N/A N/A 0.50 0.50 1.37 1.46 None None None None $ $ 20 20 Annual Misc. Distribution Fee (%)4 Fee (%)5 Contingent Annual Deferred Account Sales MainteĆ Charge8 nance Fee9 AGEĆBASED & STATIC ALLOCATION PORTFOLIOS FA 529 Portfolio 2022 FA 529 Portfolio 2019 FA 529 Portfolio 2016 FA 529 Portfolio 2013 FA 529 College Portfolio FA 529 Moderate Growth Portfolio FA 529 Aggressive Growth Portfolio INDIVIDUAL FUND PORTFOLIOS FA 529 Diversified International Portfolio FA 529 Dividend Growth Portfolio FA 529 Equity Growth Portfolio FA 529 Equity Income Portfolio FA 529 High Income Portfolio FA 529 InflationĆProtected Bond Portfolio FA 529 Limited Term Bond Portfolio10 FA 529 Money Market Portfolio FA 529 Small Cap Portfolio FA 529 Stock Selector Mid Cap Portfolio FA 529 Value Strategies Portfolio 1 The Estimated Underlying Fund Expenses" is based on a weighted average of the expenses of mutual funds before reductions in which the portfolio invests as of 4/30/14. The underlying mutual fund expense data was obtained from each fund's most recent financial statement. 2 The Program Manager Fee" is the percentage of net assets paid to Fidelity by the Trust for performing services for the Fidelity Advisor 529 Plan and is currently at an annual rate of 0.10%. 3 The State Fee" is the percentage of net assets retained by the Trust and is currently at an annual rate of 0.10%. 4 The Miscellaneous Fee" represents any other type of fee or expense imposed by the Plan. 5 The Annual Distribution Fee" is a daily charge at the annualized rate specified in the above table of the value of your units. 6 The Total Annual AssetĆBased Fee" illustrates the total assetĆbased fees assessed against net assets annually. The figures do not include maximum initial sales charges, contingent deferred sales charges, or annual account maintenance fees. Please refer to the Hypothetical $10,000 Investment Cost Chart" for each class of units to review the impact of fees and expenses on a hypothetical $10,000 investment in the Plan over 1, 3, 5, and 10 year periods. 7 The Maximum Initial Sales Charge" represents the maximum initial sales charge you will pay on each investment in the Plan. Load waivers and reduced sales charges may apply. The actual sales charge may be higher due to rounding. 8 The Contingent Deferred Sales Charge" (CDSC) is a backĆend sales load. Exceptions to the CDSC are described in the previous pages. The actual CDSC may be higher due to rounding. 9 The Annual Account Maintenance Fee" is the annual fee deducted from your account balance each year. Please note the account fee will be waived if (a) the total value of all related accounts for your beneficiary is at least $25,000 or (b) your account or any other account for the same beneficiary has had systematic contributions in place for the previous 12 months. 10 Formerly known as the FA 529 Intermediate Bond Portfolio. (PAGE 10 OF 16) Effective June 19, 2014, the following information modifies the information found in the Portfolio Performance, Fees, Expenses, and Sales Charges" section under the heading InvestĆ ment Cost Charts" beginning on page 50 of the Offering Statement dated April 1, 2014. HYPOTHETICAL $10,000 INVESTMENT COST CHART AS OF 4/30/14 CLASS A Portfolio 1 Year 3 Years 5 Years 10 Years FA 529 Portfolio 2031 $ 721 $ 1,027 $ 1,354 $ 2,267 FA 529 Portfolio 2028 $ 719 $ 1,022 $ 1,344 $ 2,247 FA 529 Portfolio 2025 $ 716 $ 1,011 $ 1,325 $ 2,207 FA 529 Portfolio 2022 $ 711 $ 998 $ 1,303 $ 2,160 FA 529 Portfolio 2019 $ 705 $ 979 $ 1,271 $ 2,091 FA 529 Portfolio 2016 $ 697 $ 954 $ 1,228 $ 1,999 FA 529 Portfolio 2013 $ 691 $ 934 $ 1,195 $ 1,927 FA 529 College Portfolio $ 691 $ 935 $ 1,195 $ 1,927 FA 529 Moderate Growth Portfolio $ 714 $ 1,006 $ 1,317 $ 2,189 FA 529 Aggressive Growth Portfolio $ 722 $ 1,031 $ 1,361 $ 2,282 FA 529 Diversified International Portfolio $ 733 $ 1,064 $ 1,417 $ 2,400 FA 529 Dividend Growth Portfolio $ 705 $ 979 $ 1,272 $ 2,092 FA 529 Equity Growth Portfolio $ 713 $ 1,003 $ 1,312 $ 2,178 FA 529 Equity Income Portfolio $ 707 $ 985 $ 1,282 $ 2,114 FA 529 Global Strategies Portfolio $ 688 $ 926 $ 1,180 $ 1,896 FA 529 Growth Opportunities Portfolio $ 727 $ 1,047 $ 1,387 $ 2,337 FA 529 High Income Portfolio $ 613 $ 904 $ 1,213 $ 2,082 FA 529 InflationĆProtected Bond Portfolio $ 582 $ 805 $ 1,045 $ 1,719 FA 529 Limited Term Bond Portfolio1 $ 485 $ 717 $ 965 $ 1,664 FA 529 Money Market Portfolio $ 104 $ 322 $ 555 $ 1,214 FA 529 New Insights Portfolio $ 704 $ 973 $ 1,261 $ 2,071 FA 529 Small Cap Portfolio $ 706 $ 982 $ 1,277 $ 2,103 FA 529 Stock Selector Mid Cap Portfolio $ 703 $ 971 $ 1,256 $ 2,060 FA 529 Strategic Dividend & Income Portfolio $ 713 $ 1,003 $ 1,312 $ 2,178 FA 529 Strategic Income Portfolio $ 602 $ 868 $ 1,152 $ 1,952 FA 529 Total Bond Portfolio 1 $ 579 $ 796 $ 1,029 $ 1,685 FA 529 Value Strategies Portfolio $ 711 $ 997 $ 1,302 $ 2,157 Formerly known as the FA 529 Intermediate Bond Portfolio. The hypothetical chart compares the approximate cost of investing in Class A Units of the Fidelity Advisor 529 Plan over differĆ ent periods of time. The chart assumes an initial $10,000 investment in Class A Units of the Fidelity Advisor 529 Plan and a 5% annual rate of return, compounded annually. Dollar amounts are calculated using Portfolio expense ratios before reimĆ bursement and reductions. All Portfolio expense rates and annual assetĆbased fees are assumed to remain the same for the duration of the periods. The $20 Annual Account Maintenance Fee has been included in the calculation. The chart assumes that all redemptions are made for qualified higher education expenses, and therefore, does not reflect the impact of potential federal, state, or local taxes. This hypothetical is not intended to predict or project investment performance. Past performance is no guarantee of future results. Your own results will vary. (PAGE 11 OF 16) HYPOTHETICAL $10,000 INVESTMENT COST CHART AS OF 4/30/14 CLASS B (Effective after the close of business on September 1, 2010, Class B Units were closed to new Accounts and additional purchases by existing Participants.) 1 Year 3 Years 10 Years1 5 Years Portfolio With RedempĆ tions2 Without RedempĆ tions With RedempĆ tions2 FA 529 Portfolio 2028 $ 728 $ 228 $ 1,001 $ 701 $ 1,401 $ 1,201 $ 2,286 $ 2,286 FA 529 Portfolio 2025 $ 724 $ 224 $ 990 $ 690 $ 1,381 $ 1,181 $ 2,245 $ 2,245 FA 529 Portfolio 2022 $ 719 $ 219 $ 976 $ 676 $ 1,359 $ 1,159 $ 2,198 $ 2,198 FA 529 Portfolio 2019 $ 713 $ 213 $ 957 $ 657 $ 1,326 $ 1,126 $ 2,129 $ 2,129 FA 529 Portfolio 2016 $ 704 $ 204 $ 931 $ 631 $ 1,282 $ 1,082 $ 2,037 $ 2,037 FA 529 Portfolio 2013 $ 698 $ 198 $ 910 $ 610 $ 1,248 $ 1,048 $ 1,965 $ 1,965 FA 529 College Portfolio $ 698 $ 198 $ 911 $ 611 $ 1,248 $ 1,048 $ 1,965 $ 1,965 Without RedempĆ tions With RedempĆ tions2 Without RedempĆ tions With RedempĆ tions2 Without RedempĆ tions FA 529 Moderate Growth Portfolio $ 722 $ 222 $ 984 $ 684 $ 1,373 $ 1,173 $ 2,227 $ 2,227 FA 529 Aggressive Growth Portfolio $ 731 $ 231 $ 1,011 $ 711 $ 1,417 $ 1,217 $ 2,320 $ 2,320 FA 529 Diversified International Portfolio $ 742 $ 242 $ 1,045 $ 745 $ 1,475 $ 1,275 $ 2,439 $ 2,439 FA 529 Dividend Growth Portfolio $ 713 $ 213 $ 957 $ 657 $ 1,326 $ 1,126 $ 2,130 $ 2,130 FA 529 Equity Growth Portfolio $ 721 $ 221 $ 981 $ 681 $ 1,368 $ 1,168 $ 2,216 $ 2,216 FA 529 Equity Income Portfolio $ 715 $ 215 $ 963 1,337 $ 1,137 $ 2,152 $ 2,152 $ 720 $ 220 $ 978 663 678 $ FA 529 High Income Portfolio $ $ $ 1,362 $ 1,162 $ 2,206 $ 2,206 FA 529 InflationĆProtected Bond Portfolio $ 687 $ 187 $ 877 $ 577 $ 1,192 $ 992 $ 1,846 $ 1,846 FA 529 Limited Term Bond Portfolio4 $ 490 $ 190 $ 686 $ 586 $ $ 9203 $ 1,6093 $ 1,6093 FA 529 Money Market Portfolio $ 680 $ 180 $ 856 $ 556 $ 1,155 $ 955 $ 1,768 $ 1,768 FA 529 New Insights Portfolio $ 711 $ 211 $ 951 $ 651 $ 1,316 $ 1,116 $ 2,109 $ 2,109 FA 529 Small Cap Portfolio $ 714 $ 214 $ 960 $ 660 $ 1,332 $ 1,132 $ 2,141 $ 2,141 9203 FA 529 Stock Selector Mid Cap Portfolio $ 710 $ 210 $ 948 $ 648 $ 1,311 $ 1,111 $ 2,098 $ 2,098 FA 529 Strategic Income Portfolio $ 708 $ 208 $ 942 $ 642 $ 1,301 $ 1,101 $ 2,076 $ 2,076 FA 529 Value Strategies Portfolio $ 719 $ 219 $ 975 $ 675 $ 1,357 $ 1,157 $ 2,195 $ 2,195 1 2 3 4 Reflects conversion from Class B to Class A Units after a maximum of seven years. The With Redemptions" cost data illustrates the additional expense an investor would incur if an investor withdrew assets before the applicable CDSC period expires. Reflects conversion from Class B to Class A Units for the FA 529 Intermediate Bond Portfolio after a maximum of four years. Formerly known as the FA 529 Intermediate Bond Portfolio. The hypothetical chart compares the approximate cost of investing in Class B Units of the Fidelity Advisor 529 Plan over differĆ ent periods of time. The chart assumes an initial $10,000 investment in Class B Units of the Fidelity Advisor 529 Plan and a 5% annual rate of return, compounded annually. Dollar amounts are calculated using Portfolio expense ratios before reimĆ bursement and reductions and assuming redemptions are or are not made in years with applicable sales charges. All Portfolio expense rates and annual assetĆbased fees are assumed to remain the same for the duration of the periods. The $20 Annual Account Maintenance Fee has been included in the calculation. The chart assumes that all redemptions are made for qualified higher education expenses, and therefore, does not reflect the impact of potential federal, state, or local taxes. This hypothetiĆ cal is not intended to predict or project investment performance. Past performance is no guarantee of future results. Your own results will vary. (PAGE 12 OF 16) HYPOTHETICAL $10,000 INVESTMENT COST CHART AS OF 4/30/14 CLASS C 1 Year 3 Years 5 Years 10 Years Portfolio With RedempĆ tions1 Without RedempĆ tions With RedempĆ tions1 Without RedempĆ tions With RedempĆ tions1 Without RedempĆ tions With RedempĆ tions1 Without RedempĆ tions FA 529 Portfolio 2031 $ 329 $ 229 $ 707 $ 707 $ 1,210 $ 1,210 $ 2,594 $ 2,594 FA 529 Portfolio 2028 $ 328 $ 228 $ 701 $ 701 $ 1,201 $ 1,201 $ 2,574 $ 2,574 FA 529 Portfolio 2025 $ 324 $ 224 $ 690 $ 690 $ 1,181 $ 1,181 $ 2,535 $ 2,535 FA 529 Portfolio 2022 $ 319 $ 219 $ 676 $ 676 $ 1,159 $ 1,159 $ 2,488 $ 2,488 FA 529 Portfolio 2019 $ 313 $ 213 $ 657 $ 657 $ 1,126 $ 1,126 $ 2,421 $ 2,421 FA 529 Portfolio 2016 $ 304 $ 204 $ 631 $ 631 $ 1,082 $ 1,082 $ 2,331 $ 2,331 FA 529 Portfolio 2013 $ 298 $ 198 $ 610 $ 610 $ 1,048 $ 1,048 $ 2,260 $ 2,260 FA 529 College Portfolio $ 298 $ 198 $ 611 $ 611 $ 1,048 $ 1,048 $ 2,261 $ 2,261 FA 529 Moderate Growth Portfolio $ 322 $ 222 $ 684 $ 684 $ 1,173 $ 1,173 $ 2,517 $ 2,517 FA 529 Aggressive Growth Portfolio $ 331 $ 231 $ 711 $ 711 $ 1,217 $ 1,217 $ 2,608 $ 2,608 FA 529 Diversified International Portfolio $ 342 $ 242 $ 745 $ 745 $ 1,275 $ 1,275 $ 2,724 $ 2,724 FA 529 Dividend Growth Portfolio $ 313 $ 213 $ 657 $ 657 $ 1,126 $ 1,126 $ 2,422 $ 2,422 FA 529 Equity Growth Portfolio $ 321 $ 221 $ 681 $ 681 $ 1,168 $ 1,168 $ 2,506 $ 2,506 FA 529 Equity Income Portfolio $ 315 $ 215 $ 663 $ 663 $ 1,137 $ 1,137 $ 2,443 $ 2,443 FA 529 Global Strategies Portfolio $ 295 $ 195 $ 602 $ 602 $ 1,033 $ 1,033 $ 2,230 $ 2,230 FA 529 Growth Opportunities Portfolio $ 336 $ 236 $ 727 $ 727 $ 1,244 $ 1,244 $ 2,662 $ 2,662 FA 529 High Income Portfolio $ 330 $ 230 $ 709 $ 709 $ 1,214 $ 1,214 $ 2,600 $ 2,600 FA 529 InflationĆProtected Bond Portfolio $ 297 $ 197 $ 608 $ 608 $ 1,044 $ 1,044 $ 2,252 $ 2,252 Portfolio2 $ 300 $ 200 $ 617 $ 617 $ 1,059 $ 1,059 $ 2,284 $ 2,284 FA 529 Money Market Portfolio $ 280 $ 180 $ 556 $ 556 $ 955 $ 955 $ 2,067 $ 2,067 FA 529 New Insights Portfolio $ 311 $ 211 $ 651 $ 651 $ 1,116 $ 1,116 $ 2,401 $ 2,401 FA 529 Small Cap Portfolio $ 314 $ 214 $ 660 $ 660 $ 1,132 $ 1,132 $ 2,433 $ 2,433 FA 529 Stock Selector Mid Cap Portfolio $ 310 $ 210 $ 648 $ 648 $ 1,111 $ 1,111 $ 2,390 $ 2,390 FA 529 Limited Term Bond FA 529 Strategic Dividend & Income Portfolio $ 321 $ 221 $ 681 $ 681 $ 1,168 $ 1,168 $ 2,506 $ 2,506 FA 529 Strategic Income Portfolio $ 318 $ 218 $ 672 $ 672 $ 1,152 $ 1,152 $ 2,475 $ 2,475 FA 529 Total Bond Portfolio $ 294 $ 194 $ 599 $ 599 $ 1,028 $ 1,028 $ 2,219 $ 2,219 FA 529 Value Strategies Portfolio $ 319 $ 219 $ 675 $ 675 $ 1,157 $ 1,157 $ 2,485 $ 2,485 1 The With Redemptions" cost data illustrates the additional expense an investor would incur if an investor withdrew assets before the applicable CDSC period expires. The CDSC is 1% for the first year. 2 Formerly known as the FA 529 Intermediate Bond Portfolio. The hypothetical chart compares the approximate cost of investing in Class C Units of the Fidelity Advisor 529 Plan over differĆ ent periods of time. The chart assumes an initial $10,000 investment in Class C Units of the Fidelity Advisor 529 Plan and a 5% annual rate of return, compounded annually. Dollar amounts are calculated using Portfolio expense ratios before reimĆ bursement and reductions and assuming redemptions are or are not made in years with applicable sales charges. All Portfolio expense rates and annual assetĆbased fees are assumed to remain the same for the duration of the periods. The $20 Annual Account Maintenance Fee has been included in the calculation. The chart assumes that all redemptions are made for qualified higher education expenses, and therefore, does not reflect the impact of potential federal, state, or local taxes. This hypothetiĆ cal is not intended to predict or project investment performance. Past performance is no guarantee of future results. Your own results will vary. (PAGE 13 OF 16) HYPOTHETICAL $10,000 INVESTMENT COST CHART AS OF 4/30/14 CLASS P Portfolio 1 Year 3 Years 5 Years 10 Years FA 529 Portfolio 2031 $ 204 $ 631 $ 1,082 $ 2,331 FA 529 Portfolio 2028 $ 202 $ 625 $ 1,072 $ 2,311 FA 529 Portfolio 2025 $ 199 $ 613 $ 1,053 $ 2,270 FA 529 Portfolio 2022 $ 194 $ 600 $ 1,030 $ 2,222 FA 529 Portfolio 2019 $ 188 $ 580 $ 996 $ 2,153 FA 529 Portfolio 2016 $ 179 $ 554 $ 952 $ 2,061 FA 529 Portfolio 2013 $ 172 $ 533 $ 917 $ 1,988 FA 529 College Portfolio $ 172 $ 534 $ 918 $ 1,989 FA 529 Moderate Growth Portfolio $ 197 $ 608 $ 1,044 $ 2,252 FA 529 Aggressive Growth Portfolio $ 206 $ 635 $ 1,089 $ 2,345 FA 529 Diversified International Portfolio $ 217 $ 669 $ 1,147 $ 2,464 FA 529 Dividend Growth Portfolio $ 188 $ 580 $ 997 $ 2,155 FA 529 Equity Growth Portfolio $ 196 $ 605 $ 1,039 $ 2,241 FA 529 Equity Income Portfolio $ 190 $ 586 $ 1,007 $ 2,176 FA 529 Global Strategies Portfolio $ 170 $ 525 $ 903 $ 1,957 FA 529 Growth Opportunities Portfolio $ 211 $ 651 $ 1,116 $ 2,401 FA 529 High Income Portfolio $ 205 $ 633 $ 1,085 $ 2,337 FA 529 InflationĆProtected Bond Portfolio $ 172 $ 531 $ 913 $ 1,979 FA 529 Limited Term Bond Portfolio1 $ 175 $ 540 $ 929 $ 2,013 FA 529 Money Market Portfolio $ 154 $ 478 $ 823 $ 1,790 FA 529 New Insights Portfolio $ 186 $ 574 $ 987 $ 2,133 FA 529 Small Cap Portfolio $ 189 $ 583 $ 1,002 $ 2,165 FA 529 Stock Selector Mid Cap Portfolio $ 185 $ 571 $ 981 $ 2,122 FA 529 Strategic Dividend & Income Portfolio 196 $ 605 $ 1,039 $ 2,241 $ 193 $ 596 $ 1,023 $ 2,209 FA 529 Total Bond Portfolio $ 169 $ 522 $ 897 $ 1,946 FA 529 Value Strategies Portfolio 1 $ FA 529 Strategic Income Portfolio $ 194 $ 599 $ 1,028 $ 2,219 Formerly known as the FA 529 Intermediate Bond Portfolio. The hypothetical chart compares the approximate cost of investing in Class P Units of the Fidelity Advisor 529 Plan over differĆ ent periods of time. The chart assumes an initial $10,000 investment in Class P Units of the Fidelity Advisor 529 Plan and a 5% annual rate of return, compounded annually. Dollar amounts are calculated using Portfolio expense ratios before reimĆ bursement and reductions. All Portfolio expense rates and annual assetĆbased fees are assumed to remain the same for the duration of the periods. The $20 Annual Account Maintenance Fee has been included in the calculation. The chart assumes that all redemptions are made for qualified higher education expenses, and therefore, does not reflect the impact of potential federal, state, or local taxes. This hypothetical is not intended to predict or project investment performance. Past performance is no guarantee of future results. Your own results will vary. (PAGE 14 OF 16) HYPOTHETICAL $10,000 INVESTMENT COST CHART AS OF 4/30/14 OLD CLASS A (Available only to Accounts established before June 25, 2003) Portfolio 1 Year 3 Years 5 Years 10 Years FA 529 Portfolio 2022 $ 489 $ 781 $ 1,093 $ 1,968 FA 529 Portfolio 2019 $ 483 $ 762 $ 1,060 $ 1,898 FA 529 Portfolio 2016 $ 475 $ 737 $ 1,016 $ 1,804 FA 529 Portfolio 2013 $ 468 $ 717 $ 982 $ 1,729 FA 529 College Portfolio $ 468 $ 717 $ 982 $ 1,730 FA 529 Moderate Growth Portfolio $ 492 $ 790 $ 1,107 $ 1,998 FA 529 Aggressive Growth Portfolio $ 500 $ 816 $ 1,152 $ 2,093 The hypothetical chart compares the approximate cost of investing in Old Class A Units of the Fidelity Advisor 529 Plan over different periods of time. The chart assumes an initial $10,000 investment in Old Class A Units of the Fidelity Advisor 529 Plan and a 5% annual rate of return, compounded annually. Dollar amounts are calculated using Portfolio expense ratios before reimbursement and reductions. All Portfolio expense rates and annual assetĆbased fees are assumed to remain the same for the duration of the periods. The $20 Annual Account Maintenance Fee has been included in the calculation. The chart assumes that all redemptions are made for qualified higher education expenses, and therefore, does not reflect the impact of potential federal, state, or local taxes. This hypothetical is not intended to predict or project investment performance. Past performance is no guarantee of future results. Your own results will vary. HYPOTHETICAL $10,000 INVESTMENT COST CHART AS OF 4/30/14 OLD CLASS B (Available only to Accounts established before June 25, 2003. Effective after the close of business on September 1, 2010, Old Class B Units were closed to new Accounts and additional purchases by existing Participants.) 1 Year 3 Years 10 Years1 5 Years Portfolio With RedempĆ tions2 Without RedempĆ tions With RedempĆ tions2 Without RedempĆ tions With RedempĆ tions2 Without RedempĆ tions With RedempĆ tions2 FA 529 Portfolio 2022 $ 444 $ 194 $ 800 $ 600 $ 1,130 $ 1,030 $ 1,963 $ 1,963 FA 529 Portfolio 2019 $ 438 $ 188 $ 780 $ 580 $ 1,096 $ 996 $ 1,893 $ 1,893 FA 529 Portfolio 2016 $ 429 $ 179 $ 754 $ 554 $ 1,052 $ 952 $ 1,799 $ 1,799 Without RedempĆ tions FA 529 Portfolio 2013 $ 422 $ 172 $ 733 $ 533 $ 1017 $ 917 $ 1,725 $ 1,725 FA 529 College Portfolio $ 422 $ 172 $ 734 $ 534 $ 1,018 $ 918 $ 1,725 $ 1,725 FA 529 Moderate Growth Portfolio 1 2 $ 447 $ 197 $ 808 $ 608 $ 1,144 $ 1,044 $ 1,993 $ 1,993 FA 529 Aggressive Growth Portfolio $ 456 $ 206 $ 835 $ 635 $ 1,189 $ 1,089 $ 2,088 $ 2,088 Reflects conversion from Old Class B to Old Class A Units after a maximum of six years. The With Redemptions" cost data illustrates the additional expense an investor would incur if an investor withdrew assets before the applicable CDSC period expired. The hypothetical chart compares the approximate cost of investing in Old Class B Units of the Fidelity Advisor 529 Plan over different periods of time. The chart assumes an initial $10,000 investment in Old Class B Units of the Fidelity Advisor 529 Plan and a 5% annual rate of return, compounded annually. Dollar amounts are calculated using Portfolio expense ratios before reimbursement and reductions and assuming redemptions are or are not made in years with applicable sales charges. All PortĆ folio expense rates and annual assetĆbased fees are assumed to remain the same for the duration of the periods. The $20 Annual Account Maintenance Fee has been included in the calculation. The chart assumes that all redemptions are made for qualified higher education expenses, and therefore, does not reflect the impact of potential federal, state, or local taxes. This hypothetical is not intended to predict or project investment performance. Past performance is no guarantee of future results. Your own results will vary. (PAGE 15 OF 16) HYPOTHETICAL $10,000 INVESTMENT COST CHART AS OF 4/30/14 CLASS D (Available only to Accounts established before June 25, 2003) Portfolio 1 Year 3 Years 5 Years 10 Years FA 529 Portfolio 2022 $ 169 $ 523 $ 899 $ 1,949 FA 529 Portfolio 2019 $ 162 $ 503 $ 865 $ 1,879 FA 529 Portfolio 2016 $ 154 $ 477 $ 820 $ 1,784 FA 529 Portfolio 2013 $ 147 $ 456 $ 785 $ 1,709 FA 529 College Portfolio $ 147 $ 456 $ 785 $ 1,709 FA 529 Moderate Growth Portfolio $ 172 $ 531 $ 913 $ 1,980 FA 529 Aggressive Growth Portfolio $ 180 $ 558 $ 959 $ 2,076 FA 529 Diversified International Portfolio $ 192 $ 593 $ 1,018 $ 2,198 FA 529 Dividend Growth Portfolio $ 163 $ 503 $ 866 $ 1,880 FA 529 Equity Growth Portfolio $ 171 $ 528 $ 908 $ 1,968 FA 529 Equity Income Portfolio $ 165 $ 509 $ 876 $ 1,902 FA 529 High Income Portfolio $ 180 $ 556 $ 955 $ 2,067 FA 529 InflationĆProtected Bond Portfolio $ 146 $ 453 $ 781 $ 1,700 $ 149 $ 463 $ 797 $ 1,734 FA 529 Limited Term Bond Portfolio1 FA 529 Money Market Portfolio 129 $ 400 $ 690 $ 1,506 $ 164 $ 506 $ 871 $ 1,891 FA 529 Stock Selector Mid Cap Portfolio $ 159 $ 494 $ 850 $ 1,846 FA 529 Value Strategies Portfolio 1 $ FA 529 Small Cap Portfolio $ 169 $ 522 $ 897 $ 1,946 Formerly known as the FA 529 Intermediate Bond Portfolio. The hypothetical chart compares the approximate cost of investing in Class D Units of the Fidelity Advisor 529 Plan over differĆ ent periods of time. The chart assumes an initial $10,000 investment in Class D Units of the Fidelity Advisor 529 Plan and a 5% annual rate of return, compounded annually. Dollar amounts are calculated using Portfolio expense ratios before reimĆ bursement and reductions. All Portfolio expense rates and annual assetĆbased fees are assumed to remain the same for the duration of the periods. The $20 Annual Account Maintenance Fee has been included in the calculation. The chart assumes that all redemptions are made for qualified higher education expenses, and therefore, does not reflect the impact of potential federal, state, or local taxes. This hypothetical is not intended to predict or project investment performance. Past performance is no guarantee of future results. Your own results will vary. The information that follows replaces similar information found in the Investment OpĆ tions" section under the heading AgeĆBased Portfolios" on page 17 of the Offering Statement dated April 1, 2014. Fidelity may also make active asset allocations within other asĆ set classes (including Commodities, High Yield Debt, Floating Rate Debt, Real Estate Debt, InflationĆProtected Debt, and Emerging Markets Debt) of the AgeĆBased Portfolios from 0% to 10% individually but no more than 25% in aggregate within those other asset classes. Please see page 68 for more informaĆ tion on the asset allocation of the Portfolios. * Please note that the complete Fidelity Advisor 529 Plan Offering Statement (the Offering Statement") now consists of the enclosed Supplement (effective June 19, 2014), the Supplement dated April 10, 2014, and the Fidelity Advisor 529 Plan Offering Statement dated April 1, 2014. If you would like a complete Offering Statement as referred to above, please contact Fidelity Investments at 1Ć877Ć208Ć0098 or go to www.advisor.fidelity.com. (PAGE 16 OF 16) April 1, 2014 FIDELITY ADVISOR 529 PLAN OFFERING STATEMENT Established and maintained by the State of New Hampshire. Managed by Fidelity InvestmentsR. Neither the State of New Hampshire nor Fidelity Investments makes any guarantees of any type in regard to participation in the Plan. IMPORTANT TAX INFORMATION In regard to the information provided in this Offering Statement: 1) Please consult your own tax advisor with respect to your specific situation. 2) To the extent any tax advice is given, it is set forth to support the marketing of the Fidelity Advisor 529 Plan. 3) To the extent any tax advice is given, it may not be used for the purpose of avoiding the payment of federal tax penalties. The Fidelity Advisor 529 Plan Key Features and Benefits (Fact Sheet) FEATURE DESCRIPTION EXPLANATION/REASON Fidelity Advisor 529 Plan 529 Plan The Fidelity Advisor 529 Plan is a 529 college savings plan. 529 plans are taxĆfavored plans authorized under section 529 of the Internal Revenue Code. The Fidelity Advisor 529 Plan is offered by the State of New Hampshire and managed by Fidelity Investments (Fidelity). More, page 65. The features of the Fidelity Advisor 529 Plan described in this Offering Statement reflect the terms of the agreement beĆ tween the State of New Hampshire and Fidelity Investments. More, page 67. Minimum Initial Contribution $50/$1,000 The minimum can be as low as $50 per month if the Participant establishes a systematic investment plan. Without a systematic investment plan, the minimum initial investment is $1,000.1 More, page 12. Systematic Investment Plan $50/month $150/quarter The minimum additional investment for systematic investing is $50/month or $150/quarter. Maximum Contribution Limit2 $375,000 per Beneficiary in 2014 Section 529 of the Internal Revenue Code (IRC) requires that investments in the New Hampshire Higher Education Savings Plan Trust (Trust), which includes the Fidelity Advisor 529 Plan Portfolios, be limited to amounts that can reasonably be expected to be used to meet qualified higher education expenses for an individual. The Plan's Advisory Commission determines a new maximum contribution limit each year based on seven times the annual cost of attending the most expensive school in New Hampshire (including tuition, room and board, and fees). More, page 13. Participation All U.S. Residents The Plan is open to all Participants and Beneficiaries, regardless of their state of residence. Participants must be U.S. residents, have a Social Security number or Tax Identification Number (Tax ID), and be at least 18 years of age. More, page 11. Gift and GenerationĆSkipping Transfer Tax Advantages $70,000 in 2014 (or $140,000 combined for spouses who gift split) An individual can give up to $70,000 (or $140,000 combined for spouses who gift split) to a Beneficiary in one year without incurring federal gift tax or generationĆskipping transfer (GST) tax and without expending any portion of applicable transfer tax exemptions.3 More, page 12. Tax Deferral Federal/State Deferral4 Section 529 provides federal income tax deferral. New Hampshire does not have a state income tax. Earnings on qualified distributions are exempt from New Hampshire's interest and dividends tax. Residents of states other than New Hampshire are not subject to this tax. If you or the designated beneficiary is not a New Hampshire resident, you may want to consider, before investing, whether your state or the desigĆ nated beneficiary's home state offers its residents alternate state tax advantages or other benefits. More, page 13. Estate Tax Contributions are considered completed gifts for federal gift, GST, and estate tax purposes. If a Participant dies, money in the Plan is not includable i

Useful tips on finishing your ‘M 990t 2015 Form’ online

Are you fed up with the complications of managing paperwork? Look no further than airSlate SignNow, the top digital signature solution for individuals and organizations. Bid farewell to the tedious process of printing and scanning documents. With airSlate SignNow, you can easily finalize and sign documents online. Utilize the robust features packed into this user-friendly and budget-conscious platform and transform your strategy for document management. Whether you need to sign forms or collect digital signatures, airSlate SignNow manages it all seamlessly, with just a handful of clicks.

Follow this detailed guide:

Log into your account or register for a free trial with our service.
Click +Create to upload a file from your device, cloud, or our template collection.
Open your ‘M 990t 2015 Form’ in the editor.
Click Me (Fill Out Now) to complete the form on your end.
Add and allocate fillable fields for other participants (if necessary).
Continue with the Send Invite settings to request eSignatures from others.
Download, print your copy, or convert it into a reusable template.

No need to worry if you want to collaborate with your team on your M 990t 2015 Form or send it for notarization—our solution provides everything you need to complete such tasks. Create an account with airSlate SignNow today and elevate your document management to new levels!

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Need help? Contact Support