Utah Educational Savings Plan

Forms

These forms may be viewed using Adobe Acrobat Reader. Click on the form you need, complete the information and print. Utah Educational Savings Plan recommends printing the form twice, one to sign and send to UESP and one for your records. Once you have completed the form please fax it to 800.214.2956 or mail it to:

Mailing address:	Utah Educational Savings Plan PO BOX 145100 Salt Lake City, Utah 84114-5100
Overnight address:	Utah Educational Savings Plan Board of Regents Building Gateway 2 60 South 400 West Salt Lake City, UT 84101-1284

Form	Name (pdf)	Description	Complete Online

	Program Description	More details about how our plan works.

100	Account Agreement	Open a new UESP account.

110	Account Owner/Agent Signature Card	The signature you provide will be used to validate account transactions.

115	Account Owner/Agent Signature Card with Signature Guarantee	The signature you provide will be used to re-establish a signature on file.

200	Automated Contributions Authorization/Change	Set up or change automated contributions to a UESP account from your bank account.

205	Payroll Deduction Agreement	Set up or change payroll deduction contributions to your UESP account.

210	Incoming Direct Rollover: 529 Plan or ESA	Rollover funds into a UESP account from another 529 plan or transfer funds from a Coverdell ESA account.

215	Liquidated Funds Transfer: 529 Plan, ESA, or Savings Bonds	Transfer liquidated funds into a UESP account from another 529 plan, a Coverdell ESA or qualified U.S. Savings Bond.

225	Wire Transfer Notification	Authorize a single, one-time wire transfer.

300	Withdrawal Request	Request a withdrawal of funds from your UESP account.

400	Internal Transfer	Move money between two existing UESP accounts where account owners, beneficiaries, or both are different.

405	Investment Option Change	Change the investment option on your UESP account.

500	Account Information Change	Change the address and/or telephone numbers on your UESP account.

505	Account Owner/Agent Change	Change the account owner listed on your UESP account.

510	Beneficiary Change/Correction	Change the beneficiary listed on your UESP account.

515	Primary/Secondary Successor Owner Designation or Change	Establish or change the successor account owner on your UESP account.

If you have any questions about the forms, please call 800.418.2551 or 801.321.7188 or e-mail us at info@uesp.org

© 2010 Utah State Board of Regents, all rights reserved.
The terms Utah Educational Savings Plan and UESP are registered service marks.

Investors should read the Program Description and consider all investment objectives, risks, charges, and expenses before investing. The Program Description is available for download on the Web or a hard copy can be mailed to you by requesting it online from this Web site.

FDIC Insurance. Except for the underlying investment specified below, investments in UESP are not insured by the Federal Deposit Insurance Corporation (FDIC). FDIC insurance is provided for the FDIC-insured savings account held in trust by UESP at Zions First National Bank (Bank). Funds in the savings account are insured by the FDIC on a pass-through basis to each account owner up to the maximum amount set by federal law—currently $250,000 through December 31, 2013, and $100,000 thereafter. The amount of FDIC insurance provided to an account owner is based on the total of (1) the value of an account owner’s investment in UESP’s FDIC-insured savings account plus (2) the value of other accounts held (if any) at the Bank, as determined by the Bank and by FDIC regulations.

No Other Insurance and No Guarantees. Investments in UESP are not insured nor guaranteed by the State of Utah, UESP, the Utah State Board of Regents, the Utah Higher Education Assistance Authority, other state agencies, federal government agencies (except to the extent noted above regarding FDIC insurance ), or any employees or directors of any such entities. Units in UESP have not been registered with the United States Securities and Exchange Commission or with any state securities commission.

Account Value. The value of your UESP account may vary depending on market conditions and the performance of the investment option you select. It could be more or less than the amount you contribute; in short, your investment could lose value. However, subject to the application of Bank and FDIC rules and regulations to each account owner, funds in UESP’s FDIC-insured savings account will retain their value, whether in Option 11, or when allocated to portions of Options 2, 3, 7, 8, 9, or 12 (if the FDIC-insured savings account is selected as an underlying investment).

Non-Utah taxpayers and residents: You should determine whether the state in which you or your beneficiary pay taxes or live offers a 529 plan that provides state tax or other benefits not otherwise available to you by investing in UESP. You should consider such state tax treatment and benefits, if any, before investing in UESP.

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