Bright Directions College Savings Program

Instructions

Thank you for taking a few minutes to complete this survey. (This will take approximately 3 to 5 minutes to complete.) Our goal is to provide unsurpassed service to our Bright Directions College Savings Program investors. We would appreciate your feedback on what we are doing right and how we could enhance or improve our services.

Enter to win a cash prize

To be entered in our drawing for (2) $100 cash prizes, please provide the following: (You can only be entered in the drawing once. Your chances of receiving one of the cash prizes will vary depending on the number of respondents. To be eligible for the drawing, your personal information is required.)

First Name

Last Name

State

Phone Number

Last 4 digits of your account number (required to complete survey)

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Advertising

How did you first learn about the Bright Directions College Savings Program?

	(Select all that apply.)
	Investment Professional
	Accountant
	Attorney
	Illinois State Treasurer's Office
	Friend/Family Member
	Television/Radio
	Website
	Newsletter/Newspaper Article
	Employer

In the past year have you heard/seen any of the following on the Bright Directions College Savings Program?

	(Select all that apply.)
	TV Commercials
	Radio Advertisements
	N/A

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Customer Service Support

I have called customer service (please choose one)

	N/A
	1-2 Times
	3+ Times

When calling customer service I have: (Select one that most closely describes your typical experience)

	Received immediate assistance
	Held for the next available representative
	Left a voicemail
	Does Not Apply

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Customer Service Representatives

If you have called in, please rate the customer service representatives in the following areas:

Excellent

Good

Average

Below Average

Poor

N/A

Friendliness

Knowledge Level

Willingness to Help

Answered Questions

Professionalism

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How did your experience with Bright Directions College Savings Program compare to other calls you have made to customer service centers?

	Exceeded Expectations
	Above Average
	About the Same
	Below Average
	Below Expectations

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Overall Experience with Customer Service

	Excellent
	Good
	Average
	Below Average
	Poor
	N/A

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Enrollment Kit

Please rate the enrollment kit in the following areas (If you established an account this past year):

Excellent

Good

Average

Below Average

Poor

N/A

Detail of Information

Easy-to-Understand Materials

Level of Detail on Tax Benefits

Level of Detail on Program Costs

Level of Detail on Investment Options

Answered My Questions

Visual Appeal

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Account Statements

Please rate the quarterly statements in the following areas:

Excellent

Good

Average

Below Average

Poor

N/A

Frequency

Information Value

Easy to Understand

Timeliness

Visual Appeal

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www.BrightDirections.com

Please rate the website in the following areas:

Excellent

Good

Average

Below Average

Poor

N/A

Detail of Information

Easy to Understand

Level of Detail on Tax Benefits

Level of Detail on Program Costs

Level of Detail on Investment Options

Answered My Questions

Visual Appeal

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College Cost Calculator

Please rate the new College Cost Calculator found at www.BrightDirections.com in the following areas:

Excellent

Good

Average

Below Average

Poor

Have Not Used

Ease of Use

Usefulness of Information

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Investments

Please rate the investment flexibility and choices offered by the program. The program utilizes multiple fund families and provides over 30 investment choices to investors:

Excellent

Good

Average

Below Average

Poor

N/A

Diversity of Investments

Portfolio Choices

Mutual Fund Families Utilized

Overall Investment Structure of Program

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I would like additional information on: (Check all that apply)

Yes

No

Transferring Other Savings Vehicles to the Bright Directions College Savings Program (i.e. Coverdell Education Savings Accounts, UGMA/UTMAs, US Savings Bonds)

Establishing an Automatic Investment Program into my Bright Directions College Savings Program account (Contributions from your checking or savings account)

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Please rate your overall experience with the Bright Directions College Savings Program on a Scale of 1-10. (1 being poor, 10 being excellent)

We are interested in any comments regarding the Bright Directions College Savings Program (what you like, how we could improve the program, additional services, other comments):

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Thank you for taking time to provide valuable feedback on the Bright Directions College Savings Program. We appreciate your time and your investment. Winners of the drawing will be notified by May 15, 2008. Thank you!

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