Regulation .04 Who May Submit a Claim.
Regulation .04 Who May Submit a Claim.LinkCopy Citation
A.
A claim may be submitted to the Treasurer, as the fiduciary of the Trust, by an account holder, or by the authorized legal representative of the account holder, with respect to a prepaid contract that was open and existing on or after November 1, 2021, as determined by the Treasurer in the Treasurer’s sole discretion.
B.
A claim may also be submitted to the Treasurer, as the fiduciary of the Trust, by a qualified beneficiary or by the authorized legal representative of the qualified beneficiary, but only with respect to a distribution that was made to the qualified beneficiary or to an eligible institution of higher education on the qualified beneficiary’s behalf and only with respect to a prepaid contract that was open and existing on or after November 1, 2021, as determined by the Treasurer in the Treasurer’s sole discretion.
C.
A claim submitted by a legal representative shall:
(1)
Be presented in the name of the claimant; and
(2)
Be signed by the legal representative.
D.
A Claim Administrator may require that any claim submitted by a legal representative be supplemented by evidence that the legal representative is authorized to submit a claim on behalf of the claimant.