Where can I find the surrender charge schedule and information about any market value adjustment associated with withdrawals from the guaranteed interest rate product portion of my Save Market Trust program?

The product summary has the surrender charges schedule and a description of any market value adjustment associated with withdrawals from the guaranteed interest rate product portion of the Save Market Trust program. For more specific details refer to the contract for the guaranteed interest rate product, which is available on the Save client portal or Save App in the “Profile & Settings” under “Documents” in the Market Trust portion once the account setup has been completed.

If you are not a Save Market Trust customer, product summary documents can be found here.

Important note: Any amounts withdrawn from the guaranteed interest rate product will reduce the interest you will earn over the 5-year term and, therefore, your initial deposit may not be fully protected following any withdrawals.