How to read your Heritage Plan's Statement of Account

Use the guide below, applicable to your plan, to help you read your statement. For more information view our Frequently Asked Questions

 

Active

Active Plans How to read your Statement of Account
Active Plans Appendix A
Maturity Notice

 

Inactive – Unregistered Plans

Inactive – How to read your Statement of Account for Unregistered Plans
Inactive – Appendix A for Unregistered Plans

 

Inactive – Plans with a maturity date from 2021 or later

Inactive – How to read your Statement of Account for plans with a maturity date from 2021 or later
Inactive – Appendix A with a maturity date of 2021 or later
Inactive – Maturity Notice for plans with a maturity date of 2021

 

Inactive – Plans with a maturity date from 2020 or earlier

Inactive – How to read your statement of Account for Plans with a maturity date from 2020 or earlier
Inactive – Appendix A for Plans with a maturity date from 2020 or earlier
Inactive – Maturity Notice for plans with a maturity date from 2020 or earlier

 

Active Plan with a maturity date in the past (Scholarship Option)

Active Plan with a maturity date in the past – Appendix for Plans under the Scholarship Option
Active Plan with a maturity date in the past – How to read your Statement of Account

 

Active Plan with a maturity date in the past (Self-Determined Option)

Active Plan with a maturity date in the past – Appendix A for Plans under the Self-Determined Option
Active Plan with a maturity date in the past – How to read your Statement of Account

 

Matured Plan that matured under the Self-Determined Option

Matured Plan – Appendix A for Plans that matured under the Self-Determined Option
Matured Plan – How to Read Your Statement of Account for Plans that matured under the Self-Determined Option

 

Matured Plan that matured under the Scholarship Option

Matured Plan – Appendix for Plans that matured under the Scholarship Option
Matured Plan – How to Read Your Statement of Account for Plans that matured under the Scholarship Option
Matured Plan – EAP Notice