Application for Participation in the Program  



    Florida Prepaid College Board


    19B-16.002Application for Participation in the Program


    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.

    These changes are being made in response to comments received from the Joint Administrative Procedures Committee.


    19B-16.002 Application for Participation in the Program.

    (1) The Board may only require that applicants Applicants for an Account in the Florida 529 Savings Plan may be required to provide the following information:

    (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) An allocation of available Investment Options for initial and future contributions

    (d) The source and amount of the initial contribution and any Rollover Contribution.

    (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 Prepaid College Plan 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 contribution authorization

    (2)(4) A copy of the Participation Agreement, Terms and Conditions, and Application may be obtained from the Board by submitting a request for these documents 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).