Florida Regulations 19B-4.001: Application
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(1) Rule Chapters 19B-4 through 19B-11, F.A.C., apply to advance payment contracts for the prepayment of the Registration Fee, Local Fees, Tuition Differential Fees and/or Dormitory Fees under the Stanley G. Tate Florida Prepaid College Program. See the Master Contract, which is incorporated by reference in subsection (2), for defined terms.
(2) The Florida Prepaid College Plan Master Contract, Form No. FPCB 2021-01, http://www.flrules.org/Gateway/reference.asp?No=Ref-13896, effective January 2021, is hereby incorporated by reference.
(3) The Board may only require that applicants provide the following information to enroll in the Program:
(a) For the Account Owner, Survivor, Parent and Beneficiary:
1. Full legal name and salutation;
2. Social Security Number;
3. Date of birth;
4. Full mailing address;
5. Two telephone numbers;
6. Two email 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 the Master Contract, which is incorporated by reference in subsection (2).
(e) Marketing information:
1. How did you hear about the Program?
2. Annual Family Income;
3. Purchaser’s relationship to the Beneficiary;
4. Beneficiary gender;
5. 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.
Rulemaking Authority 1009.971(1), (4), (6) FS. Law Implemented Florida Statutes § 1009.98. History-New 3-29-89, Amended 2-6-90, 3-19-92, Formerly 4G-4.001, Amended 12-5-93, 5-31-95, 6-20-96, 10-20-96, 12-16-97, 2-18-99, 6-6-99, 2-8-00, 5-21-00, 1-3-01, 10-9-01, 11-27-02, 10-1-03, 1-29-04, 12-28-04, 6-2-05, 12-20-05, 1-1-07, 11-27-07, 12-17-07, 11-18-08, 1-28-09, 4-5-09, 10-26-09, 10-18-10, 12-5-11, 11-5-12, 10-7-13, 8-24-14, 6-23-16, 2-14-17, 8-29-19, 1-11-21, 12-14-21.
Terms Used In Florida Regulations 19B-4.001
- Beneficiary: A person who is entitled to receive the benefits or proceeds of a will, trust, insurance policy, retirement plan, annuity, or other contract. Source: OCC
- Contract: A legal written agreement that becomes binding when signed.
(3) The Board may only require that applicants provide the following information to enroll in the Program:
(a) For the Account Owner, Survivor, Parent and Beneficiary:
1. Full legal name and salutation;
2. Social Security Number;
3. Date of birth;
4. Full mailing address;
5. Two telephone numbers;
6. Two email 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 the Master Contract, which is incorporated by reference in subsection (2).
(e) Marketing information:
1. How did you hear about the Program?
2. Annual Family Income;
3. Purchaser’s relationship to the Beneficiary;
4. Beneficiary gender;
5. 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.
Rulemaking Authority 1009.971(1), (4), (6) FS. Law Implemented Florida Statutes § 1009.98. History-New 3-29-89, Amended 2-6-90, 3-19-92, Formerly 4G-4.001, Amended 12-5-93, 5-31-95, 6-20-96, 10-20-96, 12-16-97, 2-18-99, 6-6-99, 2-8-00, 5-21-00, 1-3-01, 10-9-01, 11-27-02, 10-1-03, 1-29-04, 12-28-04, 6-2-05, 12-20-05, 1-1-07, 11-27-07, 12-17-07, 11-18-08, 1-28-09, 4-5-09, 10-26-09, 10-18-10, 12-5-11, 11-5-12, 10-7-13, 8-24-14, 6-23-16, 2-14-17, 8-29-19, 1-11-21, 12-14-21.