1. (1) One application may be completed per 529 Account Owner per year.

2. (2) The application shall include the following information.

   1. (a) 529 Account Owner Information:

      1. (i) first and last name;
      2. (ii) social security number;
      3. (iii) date of birth;
      4. (iv) mailing address;
      5. (v) email address; and
      6. (vi) phone number.

   2. (b) 529 Individual Account Beneficiary Information:

      1. (i) first and last name;
      2. (ii) date of birth;
      3. (iii) 529 account number; and
      4. (iv) account Balance on the of date of application.
   3. (c) Filed Federal Income Tax Return for specified taxable year.
   4. (d) Signed statement attesting eligibility for the ESI Program.
   5. (e) Authorization for release of information.
3. (3) The Department may request additional information from the applicant to confirm or explain the information in the application.

KEY: education savings incentive, intergenerational poverty

Date of Last Change: January 2, 2024

Authorizing, and Implemented or Interpreted Law: 35A-9-603(4)