The NextGen Client Select Series investment portfolios are available through Merrill Lynch Financial Advisors. In addition, Maine residents (or other Participants opening accounts for Maine resident Designated Beneficiaries) may invest in the Client Select Series portfolios through certain Maine Distribution Agents.*

To view the expenses of each Portfolio refer to the NextGen Client Select Program Description.

Click here to locate a Merrill Lynch Branch office near you.

Click here to view a listing of qualified Maine Distribution Agents.

The Client Select Series includes portfolios of mutual funds that are managed by Allianz/PIMCO, BlackRock, Eaton Vance, Franklin Templeton, MFS and Thornburg.

Performance of the Select Series

* Participation in the NextGen plan is not considered to be part of an investment advisory service. Accordingly, investors are responsible for monitoring and making investment decisions concerning investments in any portfolio under the Program.

Adobe Acrobat or Adobe Reader is required to download the NextGen Client Direct Series Program Description, any applicable supplements and the account application.
If you do not already have Adobe Acrobat or Adobe Reader, click on the icon below to go to the Adobe Reader Website.

The NextGen Plan is a Section 529 plan administered by the Finance Authority of Maine. Before you invest in the NextGen plan, request a NextGen College Investing Plan Program Description from us and read it carefully. The Program Description contains more complete information, including investment objectives, charges, expenses and risks of investing in the NextGen plan, which you should carefully consider before investing. You also should consider whether your home state or your designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s 529 plan. Merrill Lynch, Pierce, Fenner & Smith Incorporated is the program manager, underwriter and distributor.

Merrill Lynch Wealth Management makes available products and services offered, sponsored, managed, distributed or provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other affiliates and subsidiaries of Bank of America Corporation, or in which Bank of America Corporation has a substantial economic interest, including BlackRock, Inc.

Investment products:
Are Not FDIC Insured Are Not Bank, State or Federal Guaranteed May Lose Value

MLPF&S is a registered broker-dealer, member Securities Investor Protection Corporation (SIPC) and a wholly owned subsidiary of Bank of America Corporation.

Any information presented about tax considerations affecting your financial transactions or arrangements is not intended as tax advice and cannot be relied on to avoid any tax penalties. Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. You should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with your personal professional advisors.

© 2010