19B-16.003 : Participation Agreement - Florida Administrative Rules, Law, Code, Register

Florida Department of State and Division of Library and Information Services

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Rule Title: Participation Agreement
Department:	STATE BOARD OF ADMINISTRATION	Add to MyFLRules Favorites
Division:	Florida Prepaid College Board
Chapter:	FLORIDA COLLEGE SAVINGS PROGRAM

Latest version of the final adopted rule presented in Florida Administrative Code (FAC):

	Effective Date:	8/11/2024
	History Notes:	Rulemaking Authority 1009.971(1), (4), (6) FS. Law Implemented 1009.971, 1009.981 FS. History–New 11-27-02, Amended 12-28-04, 6-2-05, 7-13-06, 12-4-07, 5-29-08, 6-3-09, 6-22-10, 10-24-12, 5-8-13, 10-7-13, 6-23-16, 2-14-17, 8-29-19, 1-11-20, 12-14-21, 8-11-24.
	References in this version:	Ref-13898 Participation Agreement Ref-16796 Terms and Conditions FPCB 2024-06

History of this Rule since Jan. 6, 2006

Section	Description	ID	Publish Date

Final 19B-16.003	Participation Agreement	28592804	Effective: 08/11/2024
Proposed 19B-16.003	The purpose and effect of this proposed change is to update the form reference number and link to referenced material. The proposed rule will also centralize participant terms and conditions within a single contract document ....	28320816	5/3/2024 Vol. 50/88
Development 19B-16.003	The purpose and effect of this rule development is to update reflect modifications to the Participation Agreement and Terms and Conditions for the Florida College Savings Program.	28285702	4/22/2024 Vol. 50/79
Final 19B-16.003	Participation Agreement	25310809	Effective: 12/14/2021
Correction 19B-16.003	Participation Agreement	25204594	11/1/2021 Vol. 47/212
Proposed 19B-16.003	The purpose and effect of this proposed change is to update the form reference number and link to referenced material. The proposed rule will also centralize participant terms and conditions within a single contract document ....	25093141	10/4/2021 Vol. 47/192
Development 19B-16.003	The purpose and effect of this proposed change is to update the form reference number and link to referenced material.	25021846	9/17/2021 Vol. 47/181
Final 19B-16.003	Participation Agreement	24034483	Effective: 01/11/2021
Correction 19B-16.003	Participation Agreement	23875985	11/12/2020 Vol. 46/221
Change 19B-16.003	Participation Agreement	23875403	11/12/2020 Vol. 46/221
Proposed 19B-16.003	The purpose and effect of this amendment is to update the form number of the Participation Agreement and Terms and Conditions for the updated referenced material.	23599147	9/2/2020 Vol. 46/172
Development 19B-16.003	The purpose of this proposed change is to modify the Terms and Conditions, a form incorporated into this rule, by incorporating standalone Rule 19B-16.005 into the Terms and Conditions (that standalone rule will be repealed), ....	23126078	4/9/2020 Vol. 46/70
Final 19B-16.003	Participation Agreement	22254436	Effective: 08/29/2019
Proposed 19B-16.003	The purpose and effect of this proposed rule is amend the Participation Agreement and Terms and Conditions for the Florida Prepaid College Board's Savings Program to address recent changes to Federal law regarding 529 Plans ....	21860422	5/14/2019 Vol. 45/94
Withdrawal 19B-16.003	Participation Agreement	21853923	5/14/2019 Vol. 45/94
Change 19B-16.003	Participation Agreement	21764489	4/22/2019 Vol. 45/78
Proposed 19B-16.003	The purpose and effect of this proposed rule is amend the Participation Agreement and Terms and Conditions for the Florida Prepaid College Board's Savings Program to address recent changes to Federal law regarding 529 Plans ....	21425571	1/23/2019 Vol. 45/15
Development 19B-16.003	The purpose and effect of this rule development is amend the Participation Agreement and Terms and Conditions for the Florida Prepaid College Board's Savings Program to address recent changes to Federal law regarding 529 ....	20650541	7/11/2018 Vol. 44/134
Final 19B-16.003	Participation Agreement	18551461	Effective: 02/14/2017
Correction 19B-16.003	Participation Agreement	18354454	12/9/2016 Vol. 42/238
Proposed 19B-16.003	The purpose and effect of this rule revision is to reflect modifications to the Terms and Conditions for the Florida College Savings Program.	18090517	10/27/2016 Vol. 42/210
Development 19B-16.003	The purpose and effect of this rule development is to reflect modifications to the Terms and Conditions for the Florida College Savings Program, including the addition of the Gardiner Scholarship Program Account and related ....	18124370	10/11/2016 Vol. 42/198
Correction 19B-16.003	Participation Agreement	17902143	8/18/2016 Vol. 42/161
Withdrawal 19B-16.003	Participation Agreement	17885750	8/16/2016 Vol. 42/159
Final 19B-16.003	Participation Agreement	17623850	Effective: 06/23/2016
Proposed 19B-16.003	The purpose and effect of this rule revision is to reflect modifications to the Terms and Conditions for the Florida College Savings Program.	17520933	5/11/2016 Vol. 42/92
Change 19B-16.003	Participation Agreement	17428201	4/19/2016 Vol. 42/76
Development 19B-16.003	The purpose and effect of this rule development is to reflect modifications to the Terms and Conditions for the Florida College Savings Program, including the addition of the Gardiner Scholarship Program Account and related ....	17337118	3/24/2016 Vol. 42/58
Proposed 19B-16.003	The purpose and effect of this rule revision is to reflect modifications to the Participation Agreement and Terms and Conditions for the Florida College Savings Program.	16978024	1/27/2016 Vol. 42/17
Development 19B-16.003 ......	The purpose and effect of this rule development is to amend language specifying the former federal standard under which an Account Owner may change the Investment Options with a reference to the relevant Internal Revenue ....	16857647	12/9/2015 Vol. 41/237
Withdrawal 19B-16.003	Participation Agreement	16608939	10/13/2015 Vol. 41/199
Withdrawal 19B-16.003 ......	Participation Agreement, Maximum Account Balance Limit	16564804	10/2/2015 Vol. 41/192
Proposed 19B-16.003	The purpose and effect of this rule revision is to reflect modifications to the Participation Agreement and Terms and Conditions for the Florida College Savings Program.	16198435	7/8/2015 Vol. 41/131
Development 19B-16.003	The purpose and effect of this rule development is to update reflect modifications to the Participation Agreement and Terms and Conditions for the Florida College Savings Program.	16102599	6/12/2015 Vol. 41/114
Proposed 19B-16.003 ......	The purpose and effect is to update rules to reflect modifications to the Florida Prepaid College Program.	15874455	4/8/2015 Vol. 41/68
Development 19B-16.003 ......	The purpose and effect of this rule development is to amend language specifying the former federal standard under which an Account Owner may change the Investment Options with a reference to the relevant Internal Revenue ....	15776097	3/12/2015 Vol. 41/49
Final 19B-16.003	Participation Agreement	13594276	Effective: 10/07/2013
Proposed 19B-16.002 ......	The purpose and effect is to eliminate the current application form in favor of an electronic application and to update portions of the Participation Agreement.	13149822	6/24/2013 Vol. 39/122
Development 19B-16.002 ......	The purpose and effect of this rule development is to amend the information that may be collected during the enrollment process for the Florida College Savings Program, simplify the Application Fee language, permit the Board ....	13048069	5/28/2013 Vol. 39/103
Final 19B-16.003	Participation Agreement	12925752	Effective: 05/08/2013
Correction 19B-16.001 ......	Application of Rule Chapter; Definitions, Application for Participation in the Program, Participation Agreement, Payment and Minimum Contributions, Maximum Account Balance Limit, Change of Benefactor, ....	12816433	3/28/2013 Vol. 39/61
Proposed 19B-16.001 ......	The purpose and effect of this rule development is to update and consolidate rules to reflect modifications to the Florida College Savings Program.	12783647	3/20/2013 Vol. 39/55
Development 19B-16.001 ......	The purpose and effect of this rule development is to update and consolidate rules to reflect modifications to the Florida College Savings Program.	12704107	3/1/2013 Vol. 39/42
Final 19B-16.003	Participation Agreement	12132195	Effective: 10/24/2012
Proposed 19B-16.003	This rule is amended to reflect the updated form for the Florida College Investment Plan (Florida 529 Savings Plan) Disclosure Statement and Participation Agreement.	11797060	7/27/2012 Vol. 38/30
Development 19B-16.003	This rule is amended to reflect the updated form for the Florida College Investment Plan Disclosure Statement and Participation Agreement.	11608201	6/15/2012 Vol. 38/24
Final 19B-16.003	Participation Agreement	8770466	Effective: 06/22/2010
Proposed 19B-16.003	To update the Florida College Investment Plan Participation Agreement Form.	8585681	4/30/2010 Vol. 36/17
Development 19B-16.003	To update the Florida College Investment Plan Participation Agreement Form.	8466856	4/2/2010 Vol. 36/13
Final 19B-16.003	Participation Agreement	7194410	Effective: 06/03/2009
Proposed 19B-16.003	To update the Florida College Investment Plan Participation Agreement Form.	7003223	4/10/2009 Vol. 35/14
Development 19B-16.003	To update the Florida College Investment Plan Participation Agreement Form.	6974899	4/3/2009 Vol. 35/13
Final 19B-16.003	Participation Agreement	5651916	Effective: 05/29/2008
Proposed 19B-16.003	To update the Florida College Investment Plan Participation Agreement Form.	5423190	3/28/2008 Vol. 34/13
Development 19B-16.003	To update the Florida College Investment Plan Participation Agreement Form.	5278757	2/29/2008 Vol. 34/09
Final 19B-16.003	Participation Agreement	4939063	Effective: 12/04/2007
Proposed 19B-16.003	To update the Florida College Investment Plan Participation Agreement Form.	4709658	10/12/2007 Vol. 33/41
Development 19B-16.003	To update the Florida College Investment Plan Participation Agreement Form.	4603831	9/14/2007 Vol. 33/37
Withdrawal 19B-16.003	Participation Agreement	4603055	9/14/2007 Vol. 33/37
Proposed 19B-16.003	To update the Florida College Investment Plan Participation Agreement Form.	4530208	8/24/2007 Vol. 33/34
Final 19B-16.003	Participation Agreement	1403995	Effective: 07/13/2006
Development 19B-16.003	To update the Florida College Investment Plan Participation Agreement Form.	289659	4/21/2006 Vol. 32/16
Proposed 19B-16.003	To update the Florida College Investment Plan Participation Agreement Form.	346016	5/19/2006 Vol. 32/20

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