Iowa Administrative Code
Agency 781 - Treasurer of State
Chapter 16 - Iowa Educational Savings Plan Trust
Rule 781-16.9 - Substitution or Change of Beneficiary
Universal Citation: IA Admin Code 781-16.9
Current through Register Vol. 47, No. 6, September 18, 2024
Beneficiaries may be changed subject to the rules and regulations of the program administrator. This rule establishes the criteria for substituting one beneficiary for another. Beneficiary changes shall also be subject to the procedures set forth in the applicable program description.
(1) At the time of the substitution, the substitute beneficiary must be an eligible beneficiary pursuant to rule 781-16.6 (12D) and must be a member of the family of the beneficiary being replaced.
(2) A participant may request that a beneficiary be substituted by submitting the appropriate form to the contractor.
Disclaimer: These regulations may not be the most recent version. Iowa may have more current or accurate information. We make no warranties or guarantees about the accuracy, completeness, or adequacy of the information contained on this site or the information linked to on the state site. Please check official sources.
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