Wis. Admin. Code Department of Financial Institutions DFI-CSP 1.01

Current through November 25, 2024
Section DFI-CSP 1.01 - Purpose and analysis

This chapter establishes the procedures, standards and eligibility requirements for investment in accounts under the Wisconsin college savings program, into which a participant may invest funds to be used by individual beneficiaries to pay the cost of attendance at an institution of higher education. The Wisconsin college savings program is established as a qualified tuition program pursuant to section 529 of the internal revenue code, and is administered by the department.

Wis. Admin. Code Department of Financial Institutions DFI-CSP 1.01

CR 02-009: cr. Register January 2003 No. 565, eff. 2-1-03; correction made under s. 13.92(4) (b) 6, Stats., Register December 2011 No. 672

The application form referenced in s. DFI-CSP 1.04 (1) and the distribution request form referenced in s. DFI-CSP 1.11 (2) are available on the Wisconsin College Savings Program website at: www.edvest.com, or by writing to: EdVest, P.O. Box 7864, Madison, WI 53707-7864.