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<blockquote data-quote="Dfigtree" data-source="post: 222338" data-attributes="member: 5050"><p>======================================================</p><p> </p><p><a href="https://upssavings.csplans.com/info/default.asp?cl=UPS&pl=660002&page=plan_informationfaqsselfmanaged&domain=upssavings.csplans.com&plan=660002&jsessionid=79929CE9A8592FD79662AC666E4487A5&act_type=P&s=93B2125F99245BC1436CE00EBFE7BB1E&d=MCwCFAE5V1IdyntI5xRbpl+ae2XPTszfAhR5nNxL/DmAHeZLAdhlv8M0K1Szsw" target="_blank">https://upssavings.csplans.com/info/default.asp?cl=UPS&pl=660002&page=plan_informationfaqsselfmanaged&domain=upssavings.csplans.com&plan=660002&jsessionid=79929CE9A8592FD79662AC666E4487A5&act_type=P&s=93B2125F99245BC1436CE00EBFE7BB1E&d=MCwCFAE5V1IdyntI5xRbpl+ae2XPTszfAhR5nNxL/DmAHeZLAdhlv8M0K1Szsw</a>==</p><p> </p><p><strong><span style="font-family: 'Times New Roman'"><span style="font-size: 18px">Frequently Asked Questions</span></span></strong> </p><p></p><p><strong>Question :</strong></p><p>How does the Self-Managed Account work? </p><p></p><p><strong>Answer :</strong></p><p>The Self-Managed Account (SMA) is a brokerage option that offers you the ability to invest in stocks, bonds and other mutual funds. You have to apply for and set up a separate Self-Managed Account before you can trade stocks, bonds and mutual funds. </p><p></p><p>You can request an SMA application by calling the UPS Savings Advantage Information Line at 1-800-541-6154. The package includes instructions on completing the application. After you’ve mailed your completed application to State Street Global Markets, you’ll receive a welcome letter with your brokerage account number. </p><p></p><p>Once your account is open, you will need to transfer a minimum of $2,500 from your core investment funds into your SMA. On-line trading is available, or your may call an SMA broker to make trades. You must leave a minimum account balance of $5,000 invested in the UPS Savings Plan core investment funds immediately following your initial transfer to your SMA. All subsequent transfers into your SMA must be a minimum of $1,000. </p><p></p><p>There is a $50 annual account fee to maintain an SMA, and other transaction fees may apply. The annual account fee will be waived if your transaction fees exceed $50 per year. All fees are outlined in the application package. You may also utilize the dividend reinvestment plan (DRIP) feature for an annual fee of $20. This fee is waived if your SMA balance is greater than $75,000. </p><p></p><p>All purchases and sales of UPS stock are subject to the UPS Insider Trading Guidelines.</p></blockquote><p></p>
[QUOTE="Dfigtree, post: 222338, member: 5050"] ====================================================== [URL]https://upssavings.csplans.com/info/default.asp?cl=UPS&pl=660002&page=plan_informationfaqsselfmanaged&domain=upssavings.csplans.com&plan=660002&jsessionid=79929CE9A8592FD79662AC666E4487A5&act_type=P&s=93B2125F99245BC1436CE00EBFE7BB1E&d=MCwCFAE5V1IdyntI5xRbpl+ae2XPTszfAhR5nNxL/DmAHeZLAdhlv8M0K1Szsw[/URL]== [B][FONT=Times New Roman][SIZE=5]Frequently Asked Questions[/SIZE][/FONT][/B] [B]Question :[/B] How does the Self-Managed Account work? [B]Answer :[/B] The Self-Managed Account (SMA) is a brokerage option that offers you the ability to invest in stocks, bonds and other mutual funds. You have to apply for and set up a separate Self-Managed Account before you can trade stocks, bonds and mutual funds. You can request an SMA application by calling the UPS Savings Advantage Information Line at 1-800-541-6154. The package includes instructions on completing the application. After you’ve mailed your completed application to State Street Global Markets, you’ll receive a welcome letter with your brokerage account number. Once your account is open, you will need to transfer a minimum of $2,500 from your core investment funds into your SMA. On-line trading is available, or your may call an SMA broker to make trades. You must leave a minimum account balance of $5,000 invested in the UPS Savings Plan core investment funds immediately following your initial transfer to your SMA. All subsequent transfers into your SMA must be a minimum of $1,000. There is a $50 annual account fee to maintain an SMA, and other transaction fees may apply. The annual account fee will be waived if your transaction fees exceed $50 per year. All fees are outlined in the application package. You may also utilize the dividend reinvestment plan (DRIP) feature for an annual fee of $20. This fee is waived if your SMA balance is greater than $75,000. All purchases and sales of UPS stock are subject to the UPS Insider Trading Guidelines. [/QUOTE]
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