Section 1700-08-01-.08 - ACCOUNT STATEMENTS(1) The State shall provide Designated Beneficiaries participating in the State's Qualified ABLE Program or the Designated Beneficiary's Legal Representative with periodic ABLE Account statements that include, but are not limited to the following: Contribution amounts; Distribution amounts; investments in the ABLE Account; total ABLE Account balance; and Redemption Value of the ABLE Account. The State shall also provide this information at the request of the Designated Beneficiary or the Designated Beneficiary's Legal Representative.Tenn. Comp. R. & Regs. 1700-08-01-.08
Original rule filed October 8, 2015; effective 1/6/2016.Authority: T.C.A. §§ 71-4-804(b);71-4-805; 71-4-806; 71-4-807 and Chapter 470 of the 2015 Public Acts.