Oregon Administrative Rules
Chapter 173 - OREGON 529 SAVINGS BOARD
Division 8 - OPENING AN ACCOUNT; APPLICATION; PARTICIPATION AGREEMENT
Section 173-008-0010 - Participation Agreement
Current through Register Vol. 63, No. 9, September 1, 2024
(1) For all Network Plans, an account owner must enter into a participation agreement for each account by completing and signing an application, which incorporates the participation agreement by reference or requires that the account owner acknowledge having received and read the current participation agreement. The participation agreement sets forth terms and conditions under which the account owner participates in a plan. The participation agreement may be amended by the board at any time and from time to time.
(2) For all Network Plans, any correspondence to a plan in the network shall be sent to the address indicated in the appropriate plan's participant agreement or related plan's disclosure materials.
(3) For all Network Plans, the plan manager may take action on behalf of and receive materials on behalf of the plan it manages.
Stat. Auth.: ORS 348.853(2)
Stats. Implemented: ORS 348.853(2)
