Application  

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    STATE BOARD OF ADMINISTRATION

    Florida Prepaid College Board

    RULE NO.:RULE TITLE:

    19B-4.001Application

    NOTICE OF CHANGE

    Notice is hereby given that the following changes have been made to the proposed rule in accordance with subparagraph 120.54(3)(d)1., F.S., published in Vol. 39, No. 122, June 24, 2013 issue of the Florida Administrative Register.

    Changes were made to address comments from the Joint Administrative Procedures Committee.

     

    19B-4.001 Application.

    (1) through (2) No change.

    (3) The Board may only require that applicants Applicants may be required to provide the following information to enroll in the Program:

    (a) For the Account Owner, Survivor, Parent and Beneficiary:

    1.(i) Full legal name and salutation

    2.(ii) Social Security Number

    3.(iii) Date of birth

    4.(iv) Full mailing address

    5.(v) Two telephone numbers

    6.(vi) Two e-mail addresses

    (b) Age, grade, and projected enrollment year of the Beneficiary

    (c) The plan type and payment option of Florida Prepaid College Plan(s) selected for enrollment

    (d) Proof of, or information used to verify proof of the Parent’s or Beneficiary’s Florida residency as defined in 19B-7.002

    (e) Marketing information:

    1.(i) How did you hear about the Program?

    2.(ii) Annual Family Income

    3.(iii) Purchaser’s relationship to the Beneficiary

    4.(iv) Beneficiary gender

    5.(v) Beneficiary race

    (f) A Florida 529 Savings Plan Account Number for the same Beneficiary to apply a discount on the Application Fee, if offered and applicable.

    (g) Information required for the processing of a one-time and recurring automatic withdrawal authorization.

    (4) A copy of the Master Contract and Application may be obtained from the Board by submitting a request to: P. O. Box 6448, Tallahassee, Florida 32314-6448. The available method or methods for submitting an Application will be published on the Board’s website (www.myfloridaPrepaid. com).

     

Document Information

Related Rules: (1)
19B-4.001. Application