 |
State |
Status/Date |
Level |
Summary |
|
 | 21st Century Skills |
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| Accountability |
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| Accountability--Accreditation |
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| Accountability--Measures/Indicators |
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| Accountability--Reporting Results |
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| Accountability--Rewards |
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| Accountability--Sanctions/Interventions |
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| Accountability--Sanctions/Interventions--Learnfare |
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| Accountability--Sanctions/Interventions--No Pass No Drive |
| |
| Accountability--Sanctions/Interventions--No Pass No Play |
| |
| Accountability--Sanctions/Interventions--Takeovers |
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| Accountability--School Improvement |
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| Adult Basic Education |
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| Assessment |
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| Assessment--Accommodations |
| |
| Assessment--College Entrance Exams |
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| Assessment--Computer Based |
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| Assessment--End-of-Course |
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| Assessment--Formative/Interim |
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| Assessment--High Stakes/Competency |
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| Assessment--Legal Issues |
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| Assessment--NAEP (NAEP Results and NAEP Organization) |
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| Assessment--Performance Based/Portfolio |
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| Assessment--Value Added |
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| At-Risk (incl. Dropout Prevention) |
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| At-Risk (incl. Dropout Prevention)--Alternative Education |
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| At-Risk (incl. Dropout Prevention)--Drugs/Alcohol |
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| Attendance |
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| Attendance--Compulsory |
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| Attendance--Statutory Ages (Upper and Lower) |
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| Attendance--Truancy |
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| Background Checks |
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| Bilingual/ESL |
| |
| Brain Research |
| |
| Business Involvement |
| |
| Career/Technical Education |
| |
| Career/Technical Education--Career Academies/Apprenticeship |
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| Cheating |
| |
| Choice of Schools |
| |
| Choice of Schools--Charter Schools |
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| Choice of Schools--Charter Schools--Charter Districts |
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| Choice of Schools--Charter Schools--Closings |
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| Choice of Schools--Charter Schools--Cyber Charters |
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| Choice of Schools--Charter Schools--Finance |
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| Choice of Schools--Charter Schools--Research |
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| Choice of Schools--Choice/Open Enrollment |
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| Choice of Schools--Choice/Open Enrollment--Research |
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| Choice of Schools--Innovation Schools |
| |
| Choice of Schools--Magnet or Specialized Schools |
| |
| Choice of Schools--Tax Credits |
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| Choice of Schools--Vouchers |
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| Choice of Schools--Vouchers--Privately Funded |
| |
| Civic Education |
| |
| Civic Education--Character Education |
| |
| Civic Education--Civic Knowledge and Literacy |
| |
| Civic Education--Curriculum/Standards |
| |
| Civic Education--Pledge of Allegiance |
| |
| Class Size |
| |
| Curriculum |
| |
| Curriculum--Alignment |
| |
| Curriculum--Arts Education |
| |
| Curriculum--Censorship |
| |
| Curriculum--Core Curriculum |
| |
| Curriculum--Drivers Education |
| |
| Curriculum--Environmental Education |
| |
| Curriculum--Excusal |
| |
| Curriculum--Family Living Education |
| |
| Curriculum--Financial Literacy/Economics Ed. |
| |
| Curriculum--Foreign Language/Sign Language |
| |
| Curriculum--Geography Education |
| |
| Curriculum--Health/Nutrition Education |
| |
| Curriculum--Home Economics |
| |
| Curriculum--International Education |
| |
| Curriculum--Language Arts |
| |
| Curriculum--Language Arts--Writing/Spelling |
| |
| Curriculum--Mathematics |
| |
| Curriculum--Multicultural |
| |
| Curriculum--Physical Education |
| |
| Curriculum--Science |
| |
| Curriculum--Sex Education |
| |
| Curriculum--Social Studies/History |
| |
| Curriculum--Speech Education |
| |
| Data-Driven Improvement |
| |
| Demographics |
| |
| Demographics--Condition of Children/Adults |
| |
| Demographics--Enrollments |
| |
| Desegregation |
| |
| Economic/Workforce Development |
| |
| Education Research |
| |
| Equity |
| |
| Federal |
| |
| Finance |
| |
| Finance--Adequacy/Core Cost |
| |
| Finance--Aid to Private Schools |
| |
| Finance--Bonds |
| |
| Finance--District |
| |
| Finance--Does Money Matter? |
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| Finance--Equity |
| |
| Finance--Facilities |
| |
| Finance--Federal |
| |
| Finance--Funding Formulas |
| |
| Finance--Litigation |
| |
| Finance--Local Foundations/Funds |
| |
| Finance--Lotteries |
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| Finance--Performance Funding |
| |
| Finance--Private Giving |
| |
| Finance--Resource Efficiency |
| |
| Finance--State Budgets/Expenditures |
| |
| Finance--Student Fees |
| |
| Finance--Taxes/Revenues |
| |
| Finance--Taxes/Revenues--Alternative Revenues |
| |
| Governance |
| |
| Governance--Deregulation/Waivers/Home Rule |
| |
| Governance--Ethics/Conflict of Interest |
| |
| Governance--Mandates |
| |
| Governance--Regional Entities |
| |
| Governance--School Boards |
| |
| Governance--School Boards--Training |
| |
| Governance--Site-Based Management |
| |
| Governance--State Boards/Chiefs/Agencies |
| |
| Health |
| |
| Health--Child Abuse |
| |
| Health--Mental Health |
| |
| Health--Nutrition |
| |
| Health--School Based Clinics or School Nurses |
| |
| Health--Suicide Prevention |
| |
| Health--Teen Pregnancy |
| |
| High School |
| |
| High School--Advanced Placement |
| |
| High School--College Readiness |
| |
| High School--Credit Recovery |
| |
| High School--Dropout Rates/Graduation Rates |
| |
| High School--Dual/Concurrent Enrollment |
| |
| High School--Early Colleges/Middle Colleges |
| |
| High School--Exit Exams |
| |
| High School--GED (General Education Development) |
| |
| High School--Graduation Requirements |
| |
| High School--International Baccalaureate |
| |
| Instructional Approaches |
| |
| Instructional Approaches--Constructivism |
| |
| Instructional Approaches--Grading Practices |
| |
| Instructional Approaches--Homeschooling |
| |
| Instructional Approaches--Homework/Study Skills |
| |
| Instructional Approaches--Official English |
| |
| Instructional Approaches--Problem Based Learning |
| |
| Instructional Approaches--Single-Sex Education |
| |
| Instructional Approaches--Time/Time on Task |
| |
| Instructional Approaches--Tracking/Ability Grouping |
| |
| Integrated Services/Full-Service Schools |
| |
| International Benchmarking |
| |
| Leadership |
| |
| Leadership--District Superintendent |
| |
| Leadership--District Superintendent--Compensation and Diversified Pay |
| |
| Leadership--Principal/School Leadership |
| |
| Leadership--Principal/School Leadership--Certification and Licensure |
| |
| Leadership--Principal/School Leadership--Compensation and Diversified Pay |
| |
| Leadership--Principal/School Leadership--Evaluation and Effectiveness |
| |
| Leadership--Principal/School Leadership--Induction Programs and Mentoring |
| |
| Leadership--Principal/School Leadership--Preparation |
| |
| Leadership--Principal/School Leadership--Preparation--Alternative |
| |
| Leadership--Principal/School Leadership--Professional Development |
| |
| Leadership--Principal/School Leadership--Recruitment and Retention |
| |
| Leadership--Principal/School Leadership--Tenure |
| |
| Middle School |
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| Minority/Diversity Issues |
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| Minority/Diversity Issues--African American |
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| Minority/Diversity Issues--American Indian / Alaska Native / Native Hawaiian |
| |
| Minority/Diversity Issues--Hispanic |
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| No Child Left Behind |
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| No Child Left Behind--Adequate Yearly Progress |
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| No Child Left Behind--Assessment |
| |
| No Child Left Behind--Choice/Transfer |
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| No Child Left Behind--Consequences for Schools |
| |
| No Child Left Behind--Finance |
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| No Child Left Behind--Parent Involvement |
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| No Child Left Behind--Reauthorization Issues/Waivers |
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| No Child Left Behind--Report Cards |
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| No Child Left Behind--School Support |
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| No Child Left Behind--Special Populations |
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| No Child Left Behind--Supplemental Services |
| |
| Online Learning--Digital/Blended Learning |
| |
| Online Learning--Virtual Schools/Courses |
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| P-16 or P-20 |
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| P-3 |
| |
| P-3 Brain Development |
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| P-3 Child Care |
| |
| P-3 Content Standards and Assessment |
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| P-3 Data Systems |
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| P-3 Early Intervention (0-3) |
| |
| P-3 Ensuring Quality |
| |
| P-3 Evaluation/Economic Benefits |
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| P-3 Family Involvement |
| |
| P-3 Finance |
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| P-3 Governance |
| |
| P-3 Grades 1-3 |
| |
| P-3 Health and Mental Health |
| |
| P-3 Kindergarten |
| |
| P-3 Kindergarten--Full-Day Kindergarten |
| |
| P-3 Kindergarten--Full Day Kindergarten |
| |
| P-3 Preschool |
| |
| P-3 Public/Private Partnerships |
| |
| P-3 Special Ed./Inclusion |
| |
| P-3 Teaching Quality/Professional Development |
| |
| Parent/Family |
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| Parent/Family--Parent Rights |
| |
| Parent/Family--Research |
| |
| Partnerships--University/School |
| |
| Postsecondary |
| |
| Postsecondary Accountability |
| |
| Postsecondary Accountability--Accreditation |
| |
| Postsecondary Accountability--Diploma Mills |
| |
| Postsecondary Accountability--Licensing/Program Review and Approval |
| |
| Postsecondary Accountability--Student Learning |
| |
| Postsecondary Affordability |
| |
| Postsecondary Affordability--Financial Aid |
| |
| Postsecondary Affordability--Textbooks |
| |
| Postsecondary Affordability--Tuition/Fees |
| |
 | Postsecondary Affordability--Tuition/Fees--Prepd/College Savings Plans |
| |
| IL | Signed into law 07/2012 | Postsec. | Requires members of the investment advisory panel created under the Illinois Prepaid Tuition Act to file verified written statements of economic interests with the secretary of state. http://www.ilga.gov/legislation/97/HB/PDF/09700HB4116lv.pdf
Title: H.B. 4116
Source: www.ilga.gov
| |
| LA | Signed into law 06/2012 | Postsec. | Amends definition of "institution of postsecondary education" for purposes of eligibility to participate in the Student Tuition Assistance and Revenue Trust program. Removes reference in definition to an institution accredited by the regional accrediting association or its successor. http://legis.la.gov/billdata/streamdocument.asp?did=811605
Title: S.B. 458
Source: legis.la.gov
| |
| NE | Signed into law 05/2012 | Postsec. | Changes the Postsecondary Education Act. Creates the College Savings Plan Program Fund. Defines "eligible" institutions for participation in College Savings Plan Program. Defines unqualified withdrawal from College Savings Plan Program Fund and defines qualified higher education expenses as certified costs of tuition and fees, books, supplies, and equipment required for enrollment or attendance at an eligible education. Includes reasonable room and board expenses, based on the minimum amount applicable for the eligible institution during the period of enrollment, for those students enrolled on at least a half-time basis. Accommodates for expenses for special needs students. Requires participation agreement to allow participate to make contributions for meeting qualified higher education expenses and requires that such contributions not required to meet a minimum balance or contribution. Allows for termination of participation agreements, and if canceled, establishes that participant is entitled to receive the principal amount of all contributions made plus the investment income. Addresses other particulars. Allows for designation of successor account owner, but for purposes of federal gift and generation-skipping transfer taxes, contributions to an account are considered a completed gift from the contributor to the beneficiary. Addresses recurrent authorization qualifications and process for eligible institutions.
http://nebraskalegislature.gov/FloorDocs/Current/PDF/Slip/LB1104.pdf
Title: L.B. 1104
Source: http://nebraskalegislature.gov
| |
| AL | Signed into law 04/2012 | Postsec. | Appropriates specified amounts from the Education Trust Fund to the PACT Trust Fund for the fiscal years ending in 2016, 2017, 2018, and 2019. Removes provision that specified appropriations will make the PACT Fund fully funded, according to the actuarial professional retained by the PACT board, and makes such changes retroactive to April 30, 2010. Authorizes the PACT Board to negotiate, accept, and implement a legally binding resolution with PACT purchasers and beneficiaries to address any actuarial deficit in the PACT Trust Fund. Repeals 16-33C-17, which prohibited a public institution of higher education from charging the PACT plan or a PACT plan contract owner mandatory fees or tuition per credit hour in an amount exceeding the cost of mandatory fees or tuition per credit hour, with exceptions. Makes such repeal retroactive to April 30, 2010. Repeals 16-33C-19, which strongly encouraged the PACT board to make any financially beneficial changes to PACT rules, procedures, or policies.
Title: H.B. 603
Source:
| |
| OH | Signed into law 06/2011 | P-12
Postsec. | Requires that the Ohio tuition trust authority's investment policies and guidelines be utilized in administering the investment options offered by the authority. Requires that the investment options include a default option to benefit contributors who are first-time investors or have low to moderate incomes. Page 448 of 1000: http://www.legislature.state.oh.us/BillText129/129_HB_153_EN_part2.pdf
Title: H.B. 153 - Ohio Tuition Trust Authority Investment Options
Source: www.legislature.state.oh.us
| |
| OR | Signed into law 06/2011 | Postsec. | Allows taxpayers to make direct deposit contributions of personal income tax refunds into an Oregon 529 College Savings Network account. Provides that the election must be made on a form prescribed by the Department of Revenue and may not be changed or revoked. Applies to refunds attributable to tax years beginning on or after January 1, 2012.
http://www.leg.state.or.us/11reg/measpdf/hb2700.dir/hb2728.en.pdf
Title: H.B. 2728
Source: http://www.leg.state.or.us
| |
| TX | Signed into law 06/2011 | Postsec. | From fiscal analysis: Amends Chapter 54 of the Education Code to repeal the Texas Save and Match Program under current law and create a new Texas Save and Match Program (program). Provides the program
matches money contributed to a higher education savings account under Subchapter G or a prepaid tuition contract under Subchapter H with funds generated from individual contributions to the program or appropriated funds. Provides the Prepaid Higher Education Tuition Board (Board) with the powers necessary or proper to carry out its duties in administering the program. Authorizes a nonprofit organization established by law to implement the program (program entity) to be considered an eligible charitable organization under the state employee charitable campaign.
Specifies initial eligibility requirements and limitations; authorizes the Board to solicit and accept gifts, grants, and donations; and authorizes the Board to use legislative appropriations for pilot projects to incentivize participation in higher education savings or prepaid tuition programs. Establishes the Texas Save and Match Trust Fund (fund); provides for investment of money in the fund; authorizes money in the fund to be spent without appropriation; and authorizes the Board to hold and manage funds of a related program entity. Exempts a beneficiary's assets in a higher education savings plan under subchapter G, prepaid tuition contract under Subchapter H, or related matching account from determination of eligibility for TEXAS grants or any other state-funded student financial assistance. Amends Chapter 62 of the Health and Safety Code, and Chapters 31 and 32 of the Human Resources Code, to also exclude these assets from the determination of eligibility for the child health plan, financial assistance programs, and medical assistance programs.
Pages 5-16 of 19: http://www.capitol.state.tx.us/tlodocs/82R/billtext/pdf/HB03708F.pdf#navpanes=0
Fiscal analysis: http://www.capitol.state.tx.us/tlodocs/82R/fiscalnotes/pdf/HB03708F.pdf#navpanes=0
Title: H.B. 3708 - Texas Save and Match Program
Source: www.capitol.state.tx.us
| |
| WA | Partial veto 06/2011 | Postsec. | Specifies that the state actuary should be appointed and used as needed to provide direction and guidance on the Washington advanced college tuition payment program. Requires that the state actuary (previously was a nationally recognized actuary) annually evaluate the soundness of the account; permits the program governing board, at its discretion, to consult with a nationally recognized actuary for
19 periodic assessments of the account. Specifies that a determination of insufficient funds is to be made by the governing board based on actuarial analysis.
Directs the program's governing body to assess the financial solvency of the advanced college tuition payment program and determine if any changes should be made to the program for units purchased on or after September 1, 2011; proposes potential modifications to program. Directs the governing body to submit a report of these efforts to the governor and the appropriate legislative fiscal committees by October 1, 2011. Provides these latter provisions expire December 31, 2011.
Title: S.B. 5749
Source: http://apps.leg.wa.gov
| |
| AR | Signed into law 03/2011 | Postsec. | Revises payroll deduction for state employees to include deposits into a tax-deferred college savings plan.
http://www.arkleg.state.ar.us/assembly/2011/2011R/Bills/HB1924.pdf
Title: H.B. 1924
Source: http://www.arkleg.state.ar.us
| |
| VA | Signed into law 03/2011 | Postsec.
Community College | Clarifies the roles of the two advisory committees to the Board of the Virginia College Savings Plan and requires the Board to post the annual report on its website.
http://lis.virginia.gov/cgi-bin/legp604.exe?111+ful+CHAP0026+pdf
Title: H.B. 1619/S.B. 1362
Source: http://lis.virginia.gov
| |
| IL | Signed into law 07/2010 | Postsec. | Amends Illinois Prepaid Tuition Act. Repeals part of definition of "eligible institution" (*was* public and nonpublic institutions whose students are eligible to receive need-based financial assistance through state Monetary Award Program (MAP) grants); re-defines "eligible institution" as an institution of higher learning, as defined in Section 10 of the Higher Education Student Assistance Act, whose students are eligible to receive benefits under Section 529(a) of the Internal Revenue Code of 1986. Re-defines "nonpublic institution of higher education" as any eligible institution other than a public institution of higher education. Requires that institutional eligibility for out-of-state colleges and universities be determined by the commission according to standards substantially equivalent to those for an eligible institution located in the state, as described in the definition of "institution of higher learning" in Section 10 of the Higher Education Student Assistance Act (earlier provision barred prepaid tuition contract funds from being used at for-profit institutions located outside the state). http://www.ilga.gov/legislation/publicacts/96/PDF/096-1282.pdf
Title: H.B. 6206
Source: www.ilga.gov
| |
| AK | Signed into law 06/2010 | Postsec.
Community College | An Act relating to tax credits for cash contributions by taxpayers that are accepted for certain educational purposes and facilities; vocational education programs and facilities, for a facility by a nonprofit, public or private, Alaska two-year or four-year college accredited by a regional
accreditation association.and providing for an effective date. Chapter 92.
Title: S.B. 236
Source: Westlaw/StateNet
| |
| MO | Signed into law 06/2010 | Postsec. | Currently, the minimum time for holding investments in the Missouri Higher Education Savings Program is 12 months. The act removes that requirement. The sunset provision governing the Missouri Higher Education Deposit Program, which is a nonexclusive alternative to the Missouri Higher Education Savings Program and administered by the Missouri Higher Education Savings Program Board, is also removed.
http://www.senate.mo.gov/10info/bills/sb772.htm
Title: S.B. 772
Source: http://www.senate.mo.gov
| |
| AZ | Signed into law 05/2010 | P-12
Postsec. | AN ACT Amending section 43-1089, Arizona Revised Statutes; amending title 43, Arizona Revised Statutes, by adding chapter 15; relating to school tuition organizations. Establishes additional oversight and reporting requirements for School Tuition Organizations (STOs) who receive individual income tax credit contributions and establishes an annual inflation adjustment factor for the allowable tax credit amounts. Requires all STOs receiving individual income tax credit donations and granting scholarships to apply for certification from the department of revenue (DOR) who must grant the certification if the STO meets specified criteria. Establishes the criteria for an organization to be eligible for and retain certification. Directs DOR to maintain and publish on its website, a listing of all certified STOs and to make the information available to the public upon request. Requires DOR to send written notification by certified mail to any STO who violates any of the criteria to be eligible for and retain certification as well as any STO who: (a) fails or refuses to file the required annual reports; (b) awarded, restricted, or reserved scholarships or grants based on donor recommendations; or (c) encourages, facilitates or knowingly permits taxpayers to engage in statutorily prohibited practices. Allows STO who receive notification 90 days to correct to violation and empowers the DOR to termination certification and remove the STO for the listing of STOs. Directs a terminated STO to notify donors attempting to contribute that their contributions are ineligible for a tax credit and refund any contribution received after the termination date. Permits STOs to request a hearing.
Instructs STOs to include a notice in all printed materials soliciting donations, scholarship applications and on its website stating: (a) the STO may not award, restrict, or reserve scholarships or grants based on donor recommendations; and (b) a taxpayer may not claim a tax credit if the taxpayer agrees to designate their donation for the benefit of another taxpayer's dependent in return for a similar designation for their dependent. Requires each applicant's financial need be considered by an STO in awarding, designating and reserving scholarships and grants. Establishes reporting requirements. http://www.azleg.gov/FormatDocument.asp?inDoc=/legtext/49leg/2r/summary/s.2664ed_asenacted.doc.htm Chapter 293
Title: H.B. 2664
Source: http://www.azleg.gov
| |
| AZ | Signed into law 04/2010 | Postsec. | SB 1274 allows a donation made to a school tuition organization (STO) between the close of the tax year and the income tax return filing deadline to be applied to either the current or preceding tax year for the purpose of claiming an individual income tax credit. Chapter 188
http://www.azleg.gov/legtext/49leg/2r/bills/sb1274s.pdf
Title: S.B. 1274
Source: http://www.azleg.gov
| |
| DE | Signed into law 03/2010 | Postsec.
Community College | Directs the Secretary of Finance to develop the means by which individuals can deposit their State income tax return directly into a Delaware College Investment Plan account.
http://legis.delaware.gov/LIS/lis145.nsf/vwLegislation/HB+335/$file/legis.html?open
Title: H.B. 335
Source: http://legis.delaware.gov
| |
| OH | Signed into law 03/2010 | Postsec. | Allows taxpayers to direct that any refund of overpaid taxes be deposited into a checking account or preexisting college savings plan or program account offered by the Ohio tuition trust authority, as designated by the taxpayer, when the taxpayer files the annual return electronically. Page 29 of 37: http://www.legislature.state.oh.us/BillText128/128_SB_155_EN_N.pdf
Title: S.B. 155 - End of Section 1
Source: www.legislature.state.oh.us
| |
| UT | Signed into law 02/2010 | Postsec. | Amends the governance and oversight authority of the state board of regents for the state educational savings plan. Modifies the plan provisions to clarify the plan's name, powers and duties. Among other new authorizations, permits plan to:
(1) Carry out studies and projections in order to advise account owners regarding present and estimated future higher education costs and levels of financial participation in the plan required to enable account owners to achieve their educational funding objective
(2) Create public and private partnerships, including investment or management relationships with other 529 plans or entities
(3) Administer outreach efforts to (i) market and publicize the plan and its products to existing and prospective account owners and (ii) encourage economically challenged populations to save for postsecondary education.
Eliminates a requirement to reduce the value of the plan tax credit or deduction when the Consumer Price Index decreases from one year to the next. Exempts certain withdrawals from the add back provisions of the state income tax credit or deduction previously claimed. http://le.utah.gov/~2010/bills/sbillenr/sb0095.pdf
Title: S.B. 95
Source: le.utah.gov
| |
| NV | Rule Adoption 10/2009 | Postsec. | Revises provisions governing the Nevada College Savings Program. Clarifies the succession of the owner of the plan and procedures for changing the beneficiary specifies the conditions under which the program manager can refuse to open an account.
http://www.leg.state.nv.us/NAC/CHAPTERS.HTMl
Title: NAC 353B, .550, .555, .560, .585, .605, .610, .615, .620, .635, .645,.660, .665, .670, .675, 680, .690, .695, .700, .705
Source: http://www.leg.state.nv.us
| |
| NV | Rule Adoption 10/2009 | Postsec. | Revises provisions governing the Nevada Higher Education Prepaid Tuition Program.
http://www.leg.state.nv.us/NAC/CHAPTERS.HTMl
Title: NAC 353B, .010, .020, .040, .050, .065, .070, .090, .150, .160, .170,.180, .190, .200, .210, .350, .410, .420, .430, .440, .450, .460, .500, .510
Source: http://www.leg.state.nv.us/NAC/CHAPTERS.HTMl
| |
| IL | Signed into law 08/2009 | Postsec. | Requires an addition modification to the base income of an amount equal to the contribution component of any nonqualified withdrawal or refund from a tuition savings program that was previously deducted from base income and that did not result from the death or disability of the beneficiary. http://www.ilga.gov/legislation/96/SB/PDF/09600SB0081lv.pdf
Title: S.B. 81
Source: Lexis-Nexis/StateNet
| |
| IN | Adopted 08/2009 | Postsec. | Repeals rules regarding Family College Savings Trust Program Procedures and Operations.
Title: 540 IAC 1-1-1, -2, -5, -8, -10, -11, -15, -17, -18; 1-2; -3-1; -4;-7-2; -8-2, -8; -10-1, -2; -11; -12-1, -3, -4
Source: http://www.in.gov/legislative/iac/
| |
| AZ | Signed into law 07/2009 | Postsec. | Allows a reduction by an employer in the amount of tax withheld from an employee for qualified charitable contributions, including contributions to a school tuition program or other public school programs; specifies the procedure for such reductions; provides that information supplied by an employer to an employee regarding an employee's election to have the employee's withholding tax reduced is considered confidential. Chapter 167
http://www.azleg.gov/legtext/49leg/1r/bills/hb2287s.pdf
Title: H.B. 2287
Source: http://www.azleg.gov
| |
| AZ | Signed into law 07/2009 | Postsec. | Allows a credit against the premium tax liability incurred by an insurer for the amount of voluntary cash contributions made by the insurer to a school tuition organization; provides that an insurer that claims such credit is not required to pay an additional retaliatory tax as a result of claiming the credit; repeals the sunset date on provisions allowing an income tax credit for such contributions. Chapter 168.
http://www.azleg.gov/legtext/49leg/1r/bills/hb2288s.pdf
Title: H.B. 2288
Source: http://www.azleg.gov
| |
| OH | Signed into law 07/2009 | P-12
Postsec. | Places the Ohio tuition trust authority in the office of the chancellor of the board of regents. Provides that the Ohio tuition trust authority board must solely perform specified duties and responsibilities. Authorizes the Ohio tuition trust authority board, subject to the advice and consent of the chancellor, to remove the authority's executive director at any time. Directs the authority, by December 31, 2009, to conduct a study of guaranteed tuition program plans and submit a report with recommendations for a new guaranteed tuition plan to the speaker of the house, the senate president and the governor. Requires the authority to include in the report consideration of a guaranteed tuition program plan in which the risks of the plan are shared equitably among institutions of higher education, the state, the Ohio tuition trust authority, and program investors.
Authorizes the authority to establish and administer more than one plan for the sale of tuition units within the Ohio tuition trust fund using specified principles or modeled after a plan that was included in the aforementioned study. Provides that if the authority establishes and administers more than one plan for the sale of tuition units, the money received under each plan must be segregated and identified within the Ohio tuition trust fund. Specifies that in the hiring of the executive director, the Ohio tuition trust authority must obtain the advice and consent of the Ohio tuition trust board, provided that the
executive director may not be hired without a majority vote of the board in favor of the hiring. Authorizes the authority to enter into an agreement with any business, entity or governmental agency to perform
the investment duties of the authority, in a manner agreed upon by the authority.
Pages 1464-1474 of 3120: http://www.legislature.state.oh.us/BillText128/128_HB_1_EN_N.pdf
Title: H.B. 1 - Section 3334.03, 3334.07, 3334.08, 3334.11
Source: www.legislature.state.oh.us
| |
| OR | Signed into law 07/2009 | Postsec. | Limits certain biennial expenditures from fees, moneys or other revenues, including Miscellaneous Receipts, but excluding lottery funds and federal funds, collected or received by State Treasurer for administrative expenses of State Treasury operations and Oregon 529 College Savings Network; authorizes specified nonlimited expenditures. Chapter 287
Title: S.B. 5550
Source: http://www.leg.state.or.us/09reg/measpdf/sb5500.dir/sb5550.en.pdf
| |
| FL | Signed into law 06/2009 | Postsec. | Relates to the State Prepaid College Program; revises provision relating to the transfer of benefits to private and out-of-state colleges and universities and career centers by providing beneficiaries of prepaid contracts greater flexibility in selecting a postsecondary education institution; revises provisions relating to the authorization of certain colleges or universities to register as a professional guardian.
http://www.flsenate.gov/cgi-bin/view_page.pl?Tab=session&Submenu=1&FT=D&File=sb0606er.html&Directory=session/2009/Senate/bills/billtext/html/
Title: S.B. 606
Source: http://www.flsenate.gov
| |
| HI | Signed into law 06/2009 | P-12
Postsec. | (Governor's Package Bill) Allows family members and friends to contribute to state-established "HI529 - Hawaii's College Savings Program" that currently only account owners can contribute to. http://www.capitol.hawaii.gov/session2009/Bills/HB1057_CD1_.HTM
Title: H.B. 1057
Source: www.capitol.hawaii.gov
| |
| TX | Signed into law 06/2009 | Postsec. | Makes various changes allowing tuition units purchased through the Prepaid Tuition Unit Undergraduate Education Program to be used to pay tuition and fees at a coordinating board-approved career school. Adds provision authorizing a state employee to make payroll deduction for contributions to the Texas Save and Match program. Directs the plan manager to report at least quarterly on all funds distributed during the previous quarter. Authorizes the comptroller to request that the plan manager provide additional information at any time necessary to ensure that the fund's assets are adequately protected. http://www.legis.state.tx.us/tlodocs/81R/billtext/pdf/SB01941F.pdf
Title: S.B. 1941
Source: www.legis.state.tx.us
| |
| TX | Vetoed 06/2009 | Postsec. | Re-establishes the Texas Save and Match Program (currently under 54.7521). Under new program, the prepaid higher education tuition board opens a matching account for each eligible beneficiary and matches contributions to that account. Defines eligible beneficiary as Texas resident or dependent thereof, child under age 7, and in a household whose income is no more than 400% of the federal poverty level. Allows eligible beneficiary to participate for no more than five years, either consecutive or nonconsecutive, provided beneficiary meets eligibility requirements. Establishes differential matching guidelines based on whether an eligible beneficiary's household income is 200%, 300% or between 300-400% of the federal poverty level. Authorizes the board to establish pilot projects under the program to incentivize participation in the Prepaid Higher Education Tuition Program, the Higher Education Savings Program, and the Prepaid Tuition Unit Undergraduate Education Program.
Adds provisions regarding the exclusion of certain assets in prepaid tuition programs and higher education savings plans for purposes of determining eligibility for state health and welfare assistance programs. http://www.legis.state.tx.us/tlodocs/81R/billtext/pdf/SB01760F.pdf
Title: S.B. 1760
Source: www.legis.state.tx.us
| |
| AL | Signed into law 05/2009 | Postsec. | Calls on the Retirement Systems of Alabama to conduct a thorough actuarial study of the financial issues of the Alabama Prepaid Affordable College Tuition (PACT) Program, and to report its written findings, conclusions and recommendations to the governor and individual members of the legislature as soon as possible.
Title: S.J.R. 150
Source: www.lexis.com
| |
| KS | Signed into law 04/2009 | Postsec. | Concerns the low-income family postsecondary savings accounts incentive program. Beginning in calendar year 2009, the treasurer may approve no more than 300 applications for a single district. If 300 applications from residents of a district are not approved in calendar year 2009 and any year thereafter, the treasure may approve additional applications submitted by residents of the remaining districts up to a total of 1,200 applications per pear. Applications shall be approved on a first come, first served basis. The treasurer is to prepare and submit to the governor and the legislature a report on the program on or before January 31 of each year which includes the number of accounts opened under the program, the amount of moneys contributed to such accounts by the participants, the amount of matching moneys transferred by the treasurer, the average income of the participants, an analysis of the success of the program in meeting the purpose of the program and any other information deeded appropriate by the treasurer. Chapter 2009-113
http://www.kslegislature.org/bills/2010/225.pdf
Title: S.B. 225
Source: http://www.kslegislature.org
| |
| IN | Adopted 03/2009 | Postsec. | Repeals rules regarding the Family College Savings Trust Program, including application procedures, transfers, investment policies and contribution amounts. INDIANA 9191
http://www.in.gov/legislative/iac/
Title: 540 IAC 1-1 through 1-12
Source: http://www.in.gov/legislative/iac/
| |
| UT | Signed into law 03/2009 | Postsec. | Allows an individual who is owed an income tax refund to designate the entire refund as a contribution to a Utah Educational Savings Plan account. Establishes procedures for individuals who have one, none or multiple savings plan accounts. http://le.utah.gov/~2009/bills/hbillenr/hb0035.pdf
Title: H.B. 35
Source: le.utah.gov
| |
| UT | Signed into law 03/2009 | P-12
Postsec. | Requires a public school to provide to the parents of a kindergarten student a financial and economic literacy passport (personal financial literacy), and information about higher education savings options, including information about opening a Utah Educational Savings Plan account. http://le.utah.gov/~2009/bills/sbillenr/sb0100.pdf
Title: S.B. 100
Source: Lexis-Nexis/StateNet
| |
| AR | Signed into law 02/2009 | Postsec.
Community College | Allows taxpayers to divert all or part of their state income tax refund to a tax-deferred tuition savings program account by designating the contribution on their income tax form; provides that the account must be in existence.
http://www.arkleg.state.ar.us/assembly/2009/R/Bills/SB49.pdf
Title: S.B. 49
Source: http://www.arkleg.state.ar.us/
| |
| IN | Adopted 12/2008 | Postsec. | Repeals rules regarding the Family College Savings Trust Program relating to eligibility, beneficiary definition, administration of Plan, making contributions to the Plan, cancellations and distribution of benefits. INDIANA 8936
http://www.in.gov/legislative/iac/
Title: 540 IAC 1-1 and sections through 1-12
Source: http://www.in.gov/legislative/iac/
| |
| AL | Signed into law 05/2008 | Postsec.
Community College | Relates to the State Prepaid Affordable College Tuition Program and State College Education Savings Program. Authorizes an income tax deduction of up to $5,000 for contributions to the Alabama prepaid affordable college tuition program or the Alabama college education savings program. Provides that if the taxpayer makes a nonqualified withdrawal, the amount of the nonqualified withdrawal, plus 10% of the amount withdrawn, must be added back to the income of the contributing taxpayer in the year the nonqualified withdrawal was distributed.
Title: H.B. 43
Source: www.lexis.com
| |
| NY | Signed into law 05/2008 | Postsec.
Community College | Allows third parties to make contributions to an account owner's state college choice tuition savings account. Allows only the account owner to take the tax exclusion. http://assembly.state.ny.us/leg/?bn=S06776&sh=t
Title: S.B. 6776
Source: Lexis-Nexis/StateNet
| |
| OK | Signed into law 05/2008 | P-12
Postsec. | Exempts an Oklahoma College Savings Plan account for purposes of determining eligibility for public assistance, provided that the federal rules for these programs permit such an exemption.
http://webserver1.lsb.state.ok.us/2007-08bills/SB/SB1390_ENR.RTF
Title: S.B. 1390
Source: http://webserver1.lsb.state.ok.us
| |
| ID | Signed into law 03/2008 | Postsec. | Relates to the addition to taxable income upon transfer of moneys from the College Savings Plan to another state's tuition program; limits the period which a rollover is taxed to a specified number of months after the funds are deposited; provides that an account owner is only taxed on the deposits made by the account owner. Chapter 261
http://www3.idaho.gov/oasis/H0549.html
Title: H.B. 549
Source:
http://www3.idaho.gov
| |
| ID | Signed into law 03/2008 | Postsec. | Amends and adds to existing law to revise powers and duties of the State College Savings Program Board; revises definitions to clarify who can own an account and be identified as a beneficiary; authorizes minors to open accounts; clarifies when certain dormant accounts will be subject to unclaimed property laws; eliminates the requirement that the board establish certain rules. Chapter 275
http://www3.idaho.gov/oasis/H0548.html
Title: H.B. 548
Source: http://www3.idaho.gov
| |
| UT | Signed into law 03/2008 | Postsec.
Community College | As provided in bill summary: Deletes provisions making a beneficiary of a vested account eligible for resident status for tuition purposes. Deletes restrictions regarding when the payment of benefits under an account agreement must begin. Provides that money may be transferred from the endowment fund to the administrative fund as approved by the board of directors of the Utah Educational Savings Plan Trust. Expands the uses of money in the endowment fund. Clarifies provisions regarding the permitted uses of account funds and the ownership of funds in an account. Modifies financial reporting requirements applicable to the Utah Educational Savings Plan Trust. Classifies certain records of the Utah Educational Savings Plan Trust as protected records under Title 63, Chapter 2, Government Records Access and Management Act. http://le.utah.gov/~2008/bills/hbillenr/hb0321.pdf
Title: H.B. 321
Source: le.utah.gov
| |
| MI | Signed into law 12/2007 | Postsec. | Amends the Education Savings Program Act; adds as an authorized withdrawal from such an account a withdrawal made because a beneficiary attended a service academy to the extent that the amount of the withdrawal does not exceed the costs of the advanced education attributable to that attendance; revises provisions relating to program managers.
http://www.legislature.mi.gov/documents/2007-2008/publicact/pdf/2007-PA-0153.pdf
Title: H.B. 5138
Source: Michigan Legislature
| |
| IL | Signed into law 08/2007 | Community College
Postsec. | Amends the Prepaid Tuition Act. Changes status of Illinois Prepaid Tuition Act savings from federally "tax deferred" to "tax exempt." http://www.ilga.gov/legislation/95/HB/PDF/09500HB1656lv.pdf
Title: H.B. 1656
Source: www.ilga.gov/legislation
| |
| AK | Signed into law 07/2007 | Postsec. | Establishes a higher education savings program for eligible children who were placed in out-of-home care by the state; provides that donors will contribute to college savings plans for a child who has spent a mimimum number of years in out of home care; provides for confidentiality of identifying information of a beneficiary under the program and provides exceptions, including disclosure to the University of Alaska who shall maintain the information as confidential. Chapter No. 58 SLA 07
Title: S.B. 76
Source: http://www.legis.state.ak.us
| |
| DE | Signed into law 07/2007 | Postsec.
Community College | Implement provisions of federal law that allow a trust to be an account owner of a § 529 Plan, an education savings plan for future college costs with special tax benefits.
http://www.legis.state.de.us/LIS/lis144.nsf/vwLegislation/HB+184/$file/legis.html?open
Title: H.B. 184
Source: http://www.legis.state.de.us/
| |
| NH | Signed into law 06/2007 | Postsec.
Community College | Makes various changes to the state College Tuition Savings Plan.
http://www.gencourt.state.nh.us/legislation/2007/SB0245.html
Title: S.B. 245
Source: http://www.gencourt.state.nh.us/
| |
| TX | Signed into law 06/2007 | Postsec. | Allows families to lock in today's rates for tuition and required fees for their children's future higher education needs, giving them more certainty about the cost of a college education. An investment in the Texas Tomorrow Fund II would be made by purchasing "units" each of which is worth one percent of one year's tuition and required fees. Once a child enters an institution of higher education, the Texas Tomorrow Fund II pays that institution the money initially invested in the child's account, plus any returns made on that investment.
http://www.capitol.state.tx.us/tlodocs/80R/billtext/pdf/HB03900F.pdf
Title: H.B. 3900
Source: http://www.capitol.state.tx.us
| |
| TX | Signed into law 06/2007 | Postsec. | The Prepaid Higher Education Tuition Board oversees two college savings plans: the Texas Guaranteed Tuition Plan, which allows Texas families to prepay college tuition and is backed by the full faith and credit of the state, and Tomorrow's College Investment Plan, which works much like a 401(k) but with after-tax dollars. The board temporarily suspended enrollment in the guaranteed tuition plan in 2003 because of uncertainty about the effects of tuition deregulation. House Bill 2173 amends the Education Code to continue the board until September 1, 2019. In addition to across-the-board sunset provisions, the bill requires the board to establish criteria and procedures to guide it in determining when and under what conditions to reopen new enrollment in the prepaid higher education tuition program once new enrollment in the program is suspended, with the procedures requiring the board to consider the current program structure and determine whether any statutory or administrative changes are needed for the board to reopen new enrollment in an actuarially sound manner. The bill also requires the board to adopt an enrollment application form that indicates the information the applicant must provide for the application to be considered, including the purchaser's annual household income and highest educational level; the beneficiary's race or ethnicity; how the purchaser first learned about the program; and how the purchaser intends to finance the prepaid tuition contract. To provide sufficient time for program investments to mature in an actuarially sound manner with regard to the amounts prepaid under a contract entered into after December 31, 2003, the bill allows the board to require a maturity period between the time a purchaser enters into the contract and the time the board must act on its contractual obligation to pay any tuition or fees on behalf of the beneficiary. The bill also sets forth the board's obligations with respect to the college enrollment of a beneficiary of a prepaid tuition contract entered into after December 31, 2003. http://www.legis.state.tx.us/tlodocs/80R/billtext/pdf/HB02173F.pdf
Title: H.B. 2173
Source: http://www.legis.state.tx.us
| |
| NE | Signed into law 05/2007 | Postsec.
Community College | Increases the amount that may be excluded for state income tax purposes for contributions to a state educational savings plan trust account.
http://uniweb.legislature.ne.gov/FloorDocs/Current/PDF/Slip/LB338.pdf
Title: L.B. 338
Source: http://uniweb.legislature.ne.gov
| |
| TN | Signed into law 04/2007 | Postsec. | Authorizes the Board of Trustees of the Baccalaureate Education System Trust (BEST) program to contract with other federal college savings programs established pursuant to Section 529 of the Internal Revenue Code. Creates the option of rolling BEST tuition account funds into another qualified tuition program established pursuant to Section 529 of the Internal Revenue Code, whenever a request is made in writing, and the request is due to a contract either terminating or the BEST plan being terminated.
http://www.legislature.state.tn.us/bills/currentga/BILL/SB1387.pdf
Title: S.B. 1387
Source: http://www.legislature.state.tn.us
| |
| AR | Signed into law 03/2007 | Postsec. | Authorizes the Section 529 Plan Review Committee to create a pilot program to be known as the Aspiring Scholars Matching Grant Program to match the contribution made into an account for a designated beneficiary established under the state tax-deferred tuition savings program. (Act No. 597)
http://www.arkleg.state.ar.us/ftproot/bills/2007/public/SB822.pdf
Title: S.B. 822
Source: http://www.arkleg.state.ar.us
| |
| VA | Signed into law 03/2007 | Postsec.
Community College | Increases from $2,000 to $4,000 the annual income tax deduction allowed for purchases and contributions for prepaid tuition contracts or savings trust accounts entered into with the Virginia College Savings Plan effective for taxable years beginning on or after January 1, 2009.http://leg1.state.va.us/cgi-bin/legp504.exe?071+ful+SB785ER
Governor's recommendation: http://leg1.state.va.us/cgi-bin/legp504.exe?071+amd+SB785AG
Title: S.B. 785
Source: http://legis.state.va.us/
| |
| LA | Signed into law 06/2006 | Postsec. | Relates to the Student Tuition Assistance and Revenue Trust Program. Provides for definitions and provides relative to the education savings accounts, including the investment of checks and electronic funds transfers and the deposit of any increase in the value of such accounts under certain circumstances. http://www.legis.state.la.us/billdata/streamdocument.asp?did=399346
Title: H.B. 780
Source: Lexis-Nexis/StateNet
| |
| KS | Signed into law 05/2006 | P-12
Postsec. | Establishes the low-income family postsecondary savings accounts incentive program as a three-year pilot program to encourage qualified individuals and families to establish family postsecondary savings accounts. Defines qualified individuals and families as Kansas residents whose household income is not more than 200% of the federal poverty level at the time of application. Provides that the amount of contributions made to an account by a participant will be matched by the state on a dollar-for-dollar basis, up to $600, if the participant contributes at least $100 in each calendar year in which the account is open. Limits program to 400 participants in FY2007, 800 participants in FY2008 and 1200 participants in FY 2009. http://www.kslegislature.org/bills/2006/332.pdf
Fiscal note: http://www.kslegislature.org/fiscalnotes/2006/332.pdf
Title: S.B. 332
Source: www.kslegislature.org
| |
| WY | Signed into law 03/2006 | Postsec. | The state has previously established a family college savings program under which persons may save for college and receive favorable income tax treatment for earnings on the monies set aside (often referenced as 529 savings plans in reference to the IRS code provision). The plan is administered through the office of the state treasurer who contracts with a program manager. Given the small size of the Wyoming plan, the state treasurer sought flexibility to allow different options for the Wyoming plan, which might include combining the plan in some fashion with other state plans. This bill allows that flexibility by removing the requirement for the state treasurer to establish a plan. The bill makes conforming amendments to current law in recognition of this change. The bill removes the select committee on capital financing and investments from taking part in administration of the plan.
http://legisweb.state.wy.us/2006/Enroll/SF0062.pdf
Title: S.B. 62
Source: http://legisweb.state.wy.us
| |
| IL | Emergency Rule Adoption 11/2005 | Postsec. | Removes the minimum initial contribution amount associated with the application process into the College Savings Pool, in order to open up participation to more applicants. http://www.cyberdriveillinois.com/departments/index/register/register_volume29_issue48.pdf (starting page 179 of 352)
Title: 23 IAC 2500.30, 80
Source: Lexis-Nexis/StateNet
| |
| CA | Signed into law 09/2005 | Postsec.
Community College | Makes modifications to the administration and functioning of the Golden State Scholarshare Trust. Deletes the make up payment provision, the participation agreement payment adjustment option for changed circumstances or changes in educational plans, and the participation
level adjustment provision.
Prohibits a city, county, city and county, district, or other local jurisdiction from operating, authorizing, or requesting an entity, including a corporation, to take any of several specified actions with respect to student loans. Also requires any entity that, as of January 1, 2006, is not qualified to be awarded an allocation of the state's annual private activity volume cap to issue qualified scholarship funding bonds, as defined, to obtain approval from the authority to operate as a qualified scholarship funding corporation.
http://www.leginfo.ca.gov/pub/bill/asm/ab_0951-1000/ab_961_bill_20050922_chaptered.pdf
Title: A.B. 961
Source: www.leginfo.ca.gov
| |
| FL | Signed into law 06/2005 | Postsec.
Community College | Relates to Florida College Savings Program/OGSR. Removes confidentiality of information regarding individual account activities conducted through the savings program. Removes clause that this section (1009.981) is subject to the Open Government Sunset Review Act
of 1995. Deletes provisions that provide for repeal of exemption under Open Government Sunset Review Act.
http://www.myfloridahouse.gov/bills_detail.aspx?Id=17578&sBillNumberText=1729&iSessionSelectedIndex=1&iChamberSelectedIndex=2
Title: H.B. 1729
Source: www.myfloridahouse.gov
| |
| WA | Signed into law 05/2005 | Postsec. | Modifies provisions in the Guaranteed Education Tuition (GET) Program - Permits any Washington resident to purchase tuition
units under the GET Program, even if the recipient is not a resident. Protects GET Program assets from bankruptcy proceedings. Creates
a single value for all payouts and refunds, based on the current value of tuition and fees at a public higher education institution rather than
on a weighted average. Excludes from coverage under the GET Program any portion of student services and activities fees used to pay
for bonds or debt on capital facilities projects.
Title: S.B. 5926
Source: http://www.leg.wa.gov
| |
| AR | Signed into law 04/2005 | Postsec.
Community College | Provides that as of January 1, 2005, contributions to the Arkansas tax-deferred tuition savings program are deductible from Arkansas income tax, up to $5,000 per taxpayer per tax year. http://www.arkleg.state.ar.us/ftproot/bills/2005/public/sb286.pdf
Title: S.B. 286
Source: www.arkleg.state.ar.us
| |
| FL | Rule Adoption 04/2005 | Postsec.
Community College | Revises the circumstances when the termination fee applies to accounts in the Florida College Investment Plan. http://fac.dos.state.fl.us/faconline/chapter19.pdf
Title: FAC 19B-16.012
Source: StateNet
| |
| FL | Rule Adoption 04/2005 | Postsec.
Community College | Provides requirements, due to revised financial requirements, under which termination from the Florida College Investment Plan will occur. http://fac.dos.state.fl.us/faconline/chapter19.pdf
Title: FAC 19B-16.010
Source: StateNet
| |
| KY | Signed into law 03/2005 | Postsec. | Amends provisions of the Commonwealth Postsecondary Education Prepaid Tuition Trust Fund. http://lrc.ky.gov/RECORD/05RS/HB184.htm
Title: H.B. 184
Source: StateNet
| |
| UT | Signed into law 03/2005 | Postsec.
Community College | Modifies the Utah System of Higher Education Code and the Revenue and Taxation Code regarding the Utah Educational Savings Plan Trust, an investment plan used to pay for higher education costs. For example, allows moneys in the Utah Educational Savings Plan Trust to be invested in mutual funds; allows the board of directors of the Utah Educational Savings Plan Trust to hire investment advisors with certain qualifications; an administrator to perform recordkeeping functions; and a custodian for the safekeeping of trust assets; reestablishes the maximum amount of investments that may be subtracted from an individual's federal taxable income for each beneficiary, etc. http://www.le.state.ut.us/~2005/bills/hbillenr/hb0102.pdf
Title: H.B. 102
Source: http://www.le.state.ut.us
| |
| MI | Signed into law 10/2004 | Postsec. | Relates to personal income tax deduction in determining adjusted gross income for the total of all contributions made on and after October 1, 2000 by a taxpayer in the tax year less qualified withdrawals made in the tax year to education savings accounts.
http://www.michiganlegislature.org/mileg.asp?page=getObject&objName=2004-HB-5534
Title: H.B. 5534
Source: StateNet
| |
| MI | Signed into law 10/2004 | Postsec. | Provides for amendments to the Michigan Education Savings Program Act to incorporate federal income tax options.
http://www.michiganlegislature.org/mileg.asp?page=getObject&objName=2004-HB-5782
Title: H.B. 5782
Source: StateNet
| |
| IL | Signed into law 07/2004 | Postsec.
Community College | Amends the Illinois Income Tax Act. Authorizes a deduction of up to $10,000 per taxable year for amounts contributed in the taxable year to a College Savings Pool Account or the Illinois Prepaid Tuition Trust Fund, excluding amounts rolled over into the account. Provides that the deduction of certain amounts contributed to a account or trust fund shall be for taxable years beginning on or after January 1, 2005. http://www.legis.state.il.us/legislation/publicacts/fulltext.asp?Name=093-0812
Title: H.B. 4914
Source: Illinois Legislative Web site
| |
| ME | Rule Adoption 07/2004 | Postsec. | Amends the rule by adding an attendance at a U.S. military service academy as an early termination event, not subject to the penalty for nonqualified withdrawals. Makes changes to the NextGen scholarship program. Makes changes to the matching grant programs. Specifies that a NextGen scholarship is only awarded once. MAINE REG 7868 (SN)
Title: 94-457-611
Source: StateNet
| |
| AZ | Signed into law 06/2004 | Postsec.
Community College | Makes changes to the Family College Savings by establishing the Family College Savings Program Trust; provides for appointment of a financial institution program manager. http://www.azleg.state.az.us/FormatDocument.asp?inDoc=/legtext/46leg/2r/laws/0327.htm
Title: H.B. 2593
Source: Arizona Legislative Web site
| |
| KS | Signed into law 06/2004 | Postsec. | Relates to postsecondary education tuition fees; relates to applicants with the greatest financial need who were in foster care on a specified date; provides for five new applicants in any academic year; provides that expenditures for the tuition waiver program by the department of social and rehabilitation services shall not exceed a certain percentage of the federal award; relates to a family postsecondary education savings account; provides a tax exemption and tax levies.
Title: H.B. 2937
Source: StateNet
| |
| LA | Signed into law 06/2004 | Postsec. | Relates to education savings accounts administered by the state tuition trust authority; deletes the requirement that such accounts must be invested in either fixed earnings or variable earnings, but not both.
Title: H.B. 486
Source: StateNet
| |
| MO | Signed into law 06/2004 | P-12
Postsec.
Community College | Amends laws regarding financial services and college savings programs; relates to deceptive use of a financial institution's name, identity theft, restrictions on small loans, deeds of trust, variable rate debt instruments and exemptions from attachment and execution.
http://www.house.state.mo.us/bills041/biltxt/truly/HB0959T.HTM
Title: H.B. 959
Source: StateNet
| |
| IA | Vetoed 05/2004 | Postsec. | Provides for an individual income tax deduction for contributions made to a qualified tuition program established by certain educational institutions and including effective and retroactive applicability date provisions. http://coolice.legis.state.ia.us/Cool-ICE/default.asp?Category=billinfo&Service=Billbook&hbill=SF2303
Title: S.F. 2303
Source: StateNet
| |
| TN | Signed into law 05/2004 | Postsec. | Concerns taxes, exemption; exempts educational savings plans from state and local taxation; provides that all assets, income and distributions for college education savings plan are exempt from any state, county or municipal tax and shall not be subject to execution, attachment, garnishment or operation of bankruptcy.
Title: H.B. 2953
Source: StateNet
| |
| IA | Signed into law 04/2004 | Postsec. | Relates to technical and substantive changes regarding the Iowa educational savings plan trust and the establishment of an additional optional program by a specified date, and providing an effective date. Allows state residents to invest money in a public trust for future application to the costs of higher education
Title: H.F. 2553
Source: StateNet
| |
| MT | Rule Adoption 04/2004 | Postsec. | Establishes rules relating to the taxation of family education savings accounts. MONTANA REG 4500 (SN)
Title: ARM New Rules I, II; ARM 42.15.802 thru .805; Repeals .801
Source: StateNet
| |
| DE | Rule Adoption 01/2004 | P-12
Postsec. | Establishes rules clarifying the issue of scholarship eligibility for students repeating the eighth grade. http://www.state.de.us/research/AdminCode/Education/Education%20Administrative%20Code%20-%20200%20Administration%20and%20Operations.htm#P231_31584
Title: 14 DAC 245
Source: Delaware State Web site
| |
| FL | Rule Adoption 12/2003 | Postsec. | Revises the persons that can be substitute qualified beneficiaries uner the Florida Prepaid College Plan. http://fac.dos.state.fl.us/faconline/chapter19.pdf
Title: FAC 19B-8.001
Source: Florida State Web site
| |
| FL | Rule Adoption 12/2003 | Postsec. | Incerases the maximum account balance limit applicable to advance payment contracts under the Florida Prepaid College Plan and accounts in the Florida College investment Plan, for individual beneficiaries. http://fac.dos.state.fl.us/faconline/chapter19.pdf
Title: FAC 19B-4.005
Source: Florida State Web site
| |
| FL | Rule Adoption 12/2003 | Postsec. | Increases the maximum account balance limit applicable to advance payment contracts under the Florida Prepaid College Plan and accounts in the Florida College Investment Plan, for individual beneficiaries. http://fac.dos.state.fl.us/faconline/chapter19.pdf
Title: FAC 19B-16.005
Source: Florida State Web site
| |
| FL | Rule Adoption 12/2003 | Postsec. | Revises the forms of payment that may be used to make payments for advance payment contracts for the Florida Prepaid College Plan.l http://fac.dos.state.fl.us/faconline/chapter19.pdf
Title: FAC 19B-4.003
Source: Florida State Web site
| |
| FL | Rule Adoption 12/2003 | Postsec. | Revises the forms of payment that may be used to make payments on accounts in the Florida College Investment Plan. http://fac.dos.state.fl.us/faconline/chapter19.pdf
Title: FAC 19B-16.004
Source: Florida State Web site
| |
| FL | Rule Adoption 12/2003 | Postsec. | Amends rules to revise the actuarial assumptions for pricing of contracts for the Florida Prepaid College Plan. http://fac.dos.state.fl.us/faconline/chapter19.pdf
Title: FAC 19B-4.002
Source: Florida State Web site
| |
| NY | Signed into law 09/2003 | Postsec. | Amends the education law and the tax law, in relation to the state college choice tuition savings program.
Title: A.B. 8573
Source: StateNet
| |
| NY | Signed into law 08/2003 | Postsec. | Authorizes the investment of the New York state college choice tuition savings program in funding agreements issued by life insurance companies doing business in this state.
Title: A.B. 8572
Source: StateNet
| |
| OH | Signed into law 08/2003 | P-12
Postsec. | If assets of the Ohio tuition trust authority are found to be insufficient to ensure actuarial soundness, the authority must adjust the price of subsequent purchases of tuition credits to the extent necessary to help restore the actuarial soundness of the fund. It these actions are not likely to restore soundness and external economic factors continue to negatively impact the soundness of the program, the authority may suspend sales, either permanently or temporarily, of tuition credits. During any suspension, the authority must continue to service existing college savings program accounts.
Title: H.B. 3--Sec. 3334.12
Source: www.legislature.state.oh.us
| |
| GA | Vetoed 06/2003 | Postsec. | Relates to salaries and fees of public officers and employees; provides that deductions are authorized for the purpose of contributing to savings trust accounts established under the Georgia Higher Education Savings Plan. http://www.legis.state.ga.us/legis/2003_04/sum/hb424.htm
Title: H.B. 424
Source: Georgia Legislative Web site
| |
| IL | Signed into law 06/2003 | Postsec. | Prohibits the State Comptroller from deducting for payments to institutions from the Prepaid Tuition Trust Fund. Provides that the Comptroller shall not deduct from fund held by the State Treasurer for payments to institutions from the Illinois Prepaid Tuition Trust Fund, unless the Trust Fund moneys are used for child support. http://www.legis.state.il.us/legislation/billstatus.asp?DocNum=1047&GAID=3&DocTypeID=SB&LegID=3950&SessionID=3
Title: S.B. 1047
Source: Illinois Legislative Web site
| |
| VT | Signed into law 06/2003 | Postsec. | Relates to the state higher education investment plan income tax credit; provides that contributions to such account shall be eligible for a credit against income tax.
Title: H.B. 141
Source: StateNet
| |
| MD | Signed by Governor 05/2003 | Postsec. | Establishes the College Savings Plans of Maryland and the State Prepaid College Trust; changes the name of the Maryland Higher Education Investment Board to the College Savings Plans of Maryland Board; provides that the plan, the board and investment accounts are not subject to specified provisions of law; authorizes the inspections of certain public records.
Title: H.B. 30
Source: StateNet
| |
| MD | Signed by Governor 05/2003 | Postsec. | Establishes the College Savings Plans of Maryland; establishes the State Prepaid College Trust; provides that the College Savings Plans, the Board, and investment accounts are not subject to specified provisions of law; authorizes the inspection of certain public records.
Title: S.B. 499
Source: StateNet
| |
| MT | Signed into law 05/2003 | Postsec. | Revises family education savings program provisions. Specifies that investment products refers to certificates of deposit, savings accounts paying fixed or variable interest, financial instruments, one or more mutual funds, and a mix of mutual funds. Specifies that penalty for nonqualified withdrawal is no longer automatic but subject to board determination as such. Specifies that accounts may be invested in one or more investment products approved by the board. Clarifies that accounts under the supervision of the program manager must continue to be invested in the financial products in which they were invested prior to any contract nonrenewal with a financial institution. Clarifies that person may contribute to more than one account in a tax year. http://data.opi.state.mt.us/bills/2003/billhtml/HB0539.htm
Title: H.B. 539
Source: data.opi.state.mt.us
| |
| LA | Adopted 04/2003 | Postsec. | Amends rules concerning the Student Tuition and Revenue Trust (START Saving) Program. Revises applicable definitions under the general provisions.
Title: LAC 28:VI.107
Source: StateNet
| |
| AR | Signed into law 03/2003 | Postsec. | Amends the Arkansas tax-deferred tuition savings program act of 1999.
Title: H.B. 1735
Source: StateNet
| |
| LA | Emergency Rule Adoption 03/2003 | Postsec. | Specifies that for the year ending December 31, 2002, the Louisiana Education Tuition and Savings Fund earned an interest rate of 5.82%, and that for the year ending December 31, 2002, the Earnings Enhancements Fund earned an interest rate of 5.91%. http://www.osfa.state.la.us/policy74.htm
Title: LAC 28:VI.315
Source: www.osfa.state.la.us
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| ME | Rule Adoption 03/2003 | Postsec. | Implements the NextGen Scholarship programs. Eliminates all references to the Procedures and Guidelines. Makes other minor changes. http://www.state.me.us/sos/cec/rcn/apa/notices/030503.htm
Title: 94-457-611
Source: StateNet
| |
| MS | Signed into law 03/2003 | Postsec. | Specifies that within the Mississippi Prepaid Affordable College Tuition (MPACT) Program, no one making advance payments into the fund may ask for or receive any form of compensation, commission, fee, service charge or other payment for entering inot a contract for the benefit of a nonresident beneficiary. Specifies that contract entered into after July 1, 2003 on behalf of nonresident beneficiaries can be only by parent, grandparent or legal guardian of the beneficiary or if the beneficiary was a Mississippi resident when the contract was initially purchased. Specifies that ex officio members of College Savings Plans of Mississippi Trust Funds board of directors may be represented by proxy with full voting privileges. Gives the board of directors authority to govern purchase of contracts for beneficiaries who are nonresidents at the time the purchaser enters into the prepaid tuition contract. Allows funds to be used as payment for in-state or out-of-state private or public graduate school courses, in amount up to the undergraduate tuition the board would have paid. http://billstatus.ls.state.ms.us/documents/2003/html/SB/2001-2099/SB2004SG.htm
Title: S.B. 2004
Source: billstatus.ls.state.ms.us
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| WV | Signed into law 03/2003 | Postsec. | Clarifies how moneys in the prepaid tuition trust fund are processed when the plan is terminated; closes the prepaid tuition plan to new contracts until further legislative authorization; continues the plan as to current contract owners; provides for accrual of investment earnings; continues annual evaluation of actuarial soundness of the prepaid tuition trust fund; requires annual reports; establishes a mechanism to eliminate any actuarially projected unfunded liability in the prepaid tuition trust fund over a fixed period with funds from the unclaimed property trust fund in an amount not to exceed five hundred thousand dollars annually; creates the prepaid tuition trust escrow account and establishes purposes therefor; provides for the investment and use of the money in the prepaid tuition trust escrow account; provides for the transfer of funds in the unclaimed property trust fund to the prepaid tuition trust escrow account and to the general revenue fund; and provides for the disposition of funds in the prepaid tuition trust escrow account upon closure of the prepaid tuition trust fund. http://129.71.164.29/Bill_Text_HTML/2003_SESSIONS/Regular_Session/House/H_BILLS/HB2901-3000/hb2953%20enr2.htm#HD0
Title: H.B. 2953
Source: West Virginia Legislature
| |
| SD | Signed into law 02/2003 | Postsec. | Exempts the higher education savings program accounts from certain claims of creditors; provides certain moneys placed in education savings accounts are not exempt under this statute in bankruptcy proceedings.
Title: S.B. 32
Source: StateNet
| |
| MD | Emergency Rule Adoption 12/2002 | Postsec. | Makes definitions relating to the Maryland Higher Education Investment Board. MARYLAND REG 9299 (SN)
Title: COMAR 14.15.02.01 -.04
Source: StateNet
| |
| MD | Adopted 12/2002 | Postsec. | Provides procedures for the computation application of certain addition and subtraction modifications for an individual who establishes an account under the Maryland College Investment Plan. Makes contribution to the account. MARYLAND REG 9258 (SN)
Title: COMAR 03.04.02.15
Source: StateNet
| |
| KS | Adopted 11/2002 | Postsec. | Establishes rules considering the adoption of proposed amended rules and regulations of the Kansas State Treasurer on a permanent basis. Implements the Kansas postsecondary education savings program (known as Learning Quest). Addresses both regulations are proposed for amendment in order to implement L. 2002, Ch. 104, Sec. 2 as well as to reflect changes to 26 U.S.C. Section 529 of the Internal Revenue Code and developing Internal Revenue Service interpretations of Section 529. Establishes standards for determining when a contribution must be considered an 'excess contribution'. Addresses procedures for preventing excess contributions on behalf of a designated beneficiary.
Title: KAR 3-2-2, -3
Source: StateNet
| |
| LA | Emergency Rule Adoption 11/2002 | Postsec. | Establishes emergency rules to allow the Office of Student Financial Assistance to effectively administer the Student Tuition and Revenue Trust (START Saving) program. Provides definitions of terms. LOUISIANA REG 8662 (SN)
Title: LAC 28:VI.107
Source: StateNet
| |
| LA | Signed into law 08/2002 | Postsec. | Amends law that established Louisiana Student Tuition Assistance Revenue Trust Program (START), a mechanism for persons to establish savings accounts as owners to be used by named beneficiaries to pay the cost of eligible postsecondary education expenses. Changes to the START program include - expands the type of educational expenses for which START account moneys may be used; expands the definition of "fully funded," previously five times the cost of tuition at the highest cost Louisiana public college, to include qualified expenses; changes certain limitations and clarifies that the account owner may invest 100% of account in equity securities.
Title: SB 19A
Source: Lexis-Nexis
| |
| KS | Signed into law 06/2002 | P-12
Postsec. | Relates to the Postsecondary Education Savings Account Program; exempts monies held in a family postsecondary education account from claims of support creditors; establishes exceptions. Allows any person to make deposits into account. Eliminates certain language regarding account withdrawals. Defines nonqualified withdrawal as any withdrawal made within one year of establishment of account. http://www.kslegislature.org/bills/2002/403.pdf
Title: S.B. 403
Source: www.kslegislature.org
| |
| AZ | Signed into law 05/2002 | P-12
Postsec. | Relates to the Family College Savings Program; defines eligible educational institution; amends "qualified higher education expenses," provides penalties for nonqualified withdrawals; requires the commission to establish a maximum balance so that excess contributions are not designated to the fund. http://www.azleg.state.az.us/legtext/45leg/2r/bills/hb2098h.htm
Title: H.B. 2098
Source: www.azleg.state.az.us
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| MD | Vetoed 05/2002 | P-12
Postsec. | Prohibits the Higher Education Investment Board from allowing the same purchaser or contributor to purchase multiple prepaid tuition contracts or open multiple investment accounts for a single beneficiary in the same year; clarifies the application of income tax provisions relating to the college savings plans. http://mlis.state.md.us/2002rs/bills/hb/hb0437t.rtf
Title: H.B. 437
Source: Lexis-Nexis/StateNet
| |
| MD | Vetoed 05/2002 | P-12
Postsec. | Makes substantial changes to the Maryland prepaid tuition program. http://mlis.state.md.us/2002rs/bills/sb/sb0383e.rtf http://mlis.state.md.us/2002rs/veto_letters/sb0383.htm
Title: S.B. 383
Source: mlis.state.md.us
| |
| GA | Signed into law 04/2002 | P-12
Postsec. | Amends Title 20 of the Official Code of Georgia Annotated, so as to change certain provisions regarding the Georgia Higher Education Savings Plan; to change certain provisions regarding definitions; to change certain provisions regarding the board of directors of such plan. http://www.legis.state.ga.us/Legis/2001_02/versions/hb1434_LC_18_1645_a_2.htm
Title: H.B. 1434
Source: www.legis.state.ga.us
| |
| IN | Signed into law 03/2002 | P-12
Postsec. | Renames the Family College Savings Plan the College Choice Plan; conforms definitions used in the education savings program law to recent changes to the federal enabling statute; repeals provisions concerning the program investment policies, the prohibition against the account owner directing the investment of contributions, the exemption from State income taxation for distributions and the requirement of cash only contributions.
Title: H.B. 1273
Source: Lexis-Nexis/StateNet
| |
| ID | Signed into law 02/2002 | P-12
Postsec. | Expands the definition of family member under the Idaho College Savings Program to include first cousins; revises the definitions of nonqualified withdrawal and qualified higher education expenses to comply with federal law; eliminates the penalty to be assessed against nonqualified withdrawals.
Title: H.B. 464
Source: Lexis-Nexis/StateNet
| |
| KY | Signed into law 02/2002 | P-12
Postsec. | Relates to Kentucky's Postsecondary Education Prepaid Tuition Program; permits the board to develop and maintain a scholarship program for financially disadvantaged families and students; clarifies the payment of tuition contracts; clarifies the payment procedures and value of accounts when a prepaid tuition contract is terminated.
Title: H.B. 386
Source: Lexis-Nexis/StateNet
| |
| MI | Signed into law 12/2001 | P-12
Postsec. | Clarifies penalty provision for certain withdrawals of tax deferred education savings account; revises definitions.
Title: H.B. 5317
Source: Lexis-Nexis/StateNet
| |
| RI | Became law without GOVERNOR'S signature 07/2001 | Postsec. | This act would make various amendments in the provisions of the general laws relating to tuition savings and prepaid tuition programs, including, in particular, the addition of tax incentives for programs participation. This act would take effect for taxable years beginning on or after January 1, 2001.
Title: H.B. 6339
Source: Lexis-Nexis/StateNet
| |
| NC | Signed into law 06/2001 | Postsec. | Session Law Number 243., Clarifies that nonresidents may participate in the Parental Savings Trust Fund to enable qualified parents to save funds to meet the costs of postsecondary education expenses for eligible students; provides the fund is to be administered by the State Education Assistance Authority.
Title: S.B. 573
Source: Lexis-Nexis/StateNet
| |
| NJ | Signed into law 06/2001 | Postsec. | Establishes the New Jersey Prepaid Higher Education Expense Program to provide a means of payment of the costs of tuition in advance of enrollment at a public institute of higher education; establishes the NJBEST and Prepaid Higher Education Expense Board; states the program shall be administered by said Board; provides for investments of the Fund; provides for the Board's membership and related matters.
Title: A.B. 1622
Source: Lexis-Nexis/StateNet
| |
| NV | Signed into law 06/2001 | Postsec. | Requires the state treasurer to adopt regulations to establish and carry out the Nevada College Savings Program as authorized by federal law; creates the Nevada College Savings Trust Fund and provides for its administration; eliminates the prospective expiration of various provisions governing the program for the prepayment of tuition at an institution of higher education.
Title: A.B. 554
Source: Lexis-Nexis/StateNet
| |
| SC | Signed into law 06/2001 | Postsec. | Establishes the South Carolina College Investment Program with the Intent of encouraging attendance at institutions of higher learning, helping individuals plan for educational expenses and providing a program of investment trust agreements to apply distributions toward qualified higher education expenses at eligible educational institutions.
Title: H.B. 3529
Source: http://www.leginfo.state.sc.us/houseframe.html
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| AL | Signed into law 05/2001 | Postsec. | Provides for the Prepaid Affordable College Tuition Program by redefining certain words and terms; provides prepaid tuition contracts under the program and additional duties of the board; creates and establishes the Alabama College Savings Investment (ACES) Plan; creates the ACES Program, to provide for contracts and savings agreements under the ACES Program; provides for the general administration of the ACES Program; provides for a fiduciary trust fund.
Title: S.B. 302
Source: Lexis-Nexis/StateNet
| |
| MT | Signed into law 05/2001 | Postsec. | Revises the laws governing family education savings accounts; excludes from income those earnings on accounts that are withdrawn for qualified expenses; imposes a tax on certain withdrawals from accounts instead of recapturing the withdrawals as income; clarifies access to certain records concerning accounts; clarifies the income tax deduction for contributions to an account.
Title: S.B. 258
Source: Lexis-Nexis/StateNet
| |
| OK | Signed into law 05/2001 | Postsec. | Authorizes deduction for contributions to Oklahoma College Savings Plan Accounts. In taxable years beginning after December 31, 2001, there shall be allowed a deduction in the amount of a contribution to an account established pursuant to the Oklahoma College Savings Plan Act. The deduction shall equal the amount of the contribution to the account, but in no event shall the deduction exceed Two Thousand Five Hundred Dollars ($2,500.00) each taxable year for each designated beneficiary of the account.
Title: H.B. 1896
Source: Lexis-Nexis/StateNet
| |
| OR | Signed into law 05/2001 | Postsec. | 1999 SB 756 established the Oregon Qualified Tuition Savings Plan. Beginning 2001, annual contributions up to $2,000 to a qualified account can be subtracted from Oregon taxable income. Under Internal Revenue Code section 529, realization of earnings accruing to a qualified state tuition account is generally deferred until withdrawal by the beneficiary. This treatment also passes through to Oregon taxable income. HB 3080A takes the additional step of making earnings on qualified withdrawals effectively exempt from Oregon income tax.
Title: H.B. 3080
Source: Oregon Legislative Web Site
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| TX | Signed into law 05/2001 | P-12
Postsec. | The bill establishes a higher education savings plan which would enable individuals to save money for qualified higher education expenses by establishing a savings trust account in the plan. The bill would require the Prepaid Higher Education Tuition Board to develop and implement a plan, to select the financial institution or institutions to serve as plan manager, to adopt rules governing withdrawal of money from a savings trust account, and to develop policies and penalties for non-qualified withdrawals.
Title: S.B. 555
Source: Lexis-Nexis/StateNet
| |
| WV | Signed into law 05/2001 | Postsec. | Creates the College Prepaid Tuition and Savings Program Act.
Title: H.B. 2527
Source: Lexis-Nexis/StateNet
| |
| MN | Vetoed 04/2001 | P-12
Postsec. | Relates to higher education; extends authority to adopt rules for Edvest.
Title: H.B. 550
Source: Lexis-Nexis/StateNet
| |
| WA | Signed into law 04/2001 | Postsec. | Allows establishment of a college savings program. If such a program is established, the college savings program must be a qualified state tuition program as defined by the internal revenue service under section 529 of the internal revenue code, and shall be administered in a manner consistent with the Washington advanced college tuition payment program. The committee, in planning and devising the program, shall consult with the state investment board, the state treasurer, a qualified actuarial consulting firm with appropriate expertise to evaluate such plans, the legislative fiscal and higher education committees, and the institutions of higher education.
Title: H.B. 2126
Source: Washington Legislative Web Site
| |
| GA | Signed into law 03/2001 | Postsec. | Enacts the Higher Education Savings Plan; provides a program of savins trust agreements to apply distributions toward qualified higher education expenses at eligible educational institutions; assists in financing costs of attending institutions of higher education; encourages timely financial planning for higher education by creating savings trust accounts; provides program for those who wish to save to meet postsecondary educational needs, including postgraduate needs.
Title: H.B. 417
Source: Lexis-Nexis/StateNet
| |
| ID | Signed into law 03/2001 | Postsec. | Provides that of contributions are made to college savings accounts on or before 04/15/2001, it may be deducted for income tax purposes for tax year 2000; provides that an individual can make another contribution during 2001 and claim the deduction according to the limits provided for tax year 2001; provides that, in the case of an individual, the amount of nonqualified withdrawal from a college savings account will be added to taxable income.
Title: S.B. 1036
Source: Lexis-Nexis/StateNet
| |
| NM | Signed into law 03/2001 | Postsec. | The board may create within the fund separate trust funds or accounts for college investment agreements and prepaid tuition contracts, and may deposit all money received pursuant to college investment agreements and prepaid tuition contracts into the related separate trust funds or accounts. The board may appoint one or more custodians of the separate trust funds or accounts that shall be a state or national bank authorized to do business in the United States. No member of the board, while acting within the scope of his authority or while acting as a trustee of any trust fund or account of the board, shall be subject to any personal liability for any action taken or omitted within that scope of authority."
Title: H.B. 762
Source: New Mexico Legislative Web Site
| |
| OR | Signed into law 03/2001 | Postsec. | Expands Oregon Qualified Tuition Savings Program to permit participation by nonresidents and legal entities other than individuals; exempts account moneys from garnishment, execution, attachment or application of bankrupt or insolvent law; authorizes Oregon Qualified Tuition Savings Board to adopt rules establishing account payment procedures; makes individual account procedures confidential; applies to accounts established and board actions taken on or after 1/1/01.
Title: H.B. 2124
Source: Lexis-Nexis/StateNet
| |
| SD | Signed into law 02/2001 | Postsec. | Creates a Higher Education Savings Plan.
Title: S.B. 248
Source: Lexis-Nexis/StateNet
| |
| NY | Signed into law 10/2000 | Postsec. | Relates to the College Choice Tuition Savings Program; amends the definition of eligible education institution; permits an account owner to designate a successor owner of family tuition account in the event of the death of the original owner; increases the allowable contribution amount that may be excluded from taxable income for married couples who file joint tax returns; redefines excess distributions.
Title: A.B. 8834
Source: http://leginfo.state.ny.us:82/nysleg/menugetf.cgi
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| IL | Signed into law 06/2000 | Postsec. | Public Act No. 91-829, Amends the State Treasurer Act; makes a technical change in the College Savings Pool Section; provides that the College Savings Pool's assets and operation are exempt from taxation by the State and its subdivisions, as are its accrued earnings upon disbursement if used for qualified expenses.
Title: S.B. 1862
Source: Lexis-Nexis/StateNet
| |
| LA | Signed into law 06/2000 | Postsec. | Makes deposits to the START Tuition Savings Program exempt from state income tax and provides for direct deposit of state income tax refunds.
Title: S.B. 81
Source: Lexis-Nexis/StateNet
| |
| MI | Signed into law 06/2000 | P-12
Postsec. | Provides for income tax deductions for tax-deferred education savings account contributions.
Title: H.B. 5654
Source: Lexis-Nexis/StateNet
| |
| MI | Signed into law 06/2000 | Postsec. | Public Act 162., Provides for income tax deductions for contributions to the State Education Savings Account Program.
Title: H.B. 5653
Source: Lexis-Nexis/StateNet
| |
| MI | Signed into law 06/2000 | P-12
Postsec. | Relates to income tax; establishes tax-deferred education savings account.
Title: S.B. 599
Source: Lexis-Nexis/StateNet
| |
| PA | Signed into law 06/2000 | Postsec. | Act No. of 2000., Amends the Tuition Account Program and College Savings Bond Act. Expands the scope of the Act. Further provides for tuition account programs. Establishes scholarship programs.
Title: S.B. 8
Source: Lexis-Nexis/StateNet
| |
| IA | Signed into law 05/2000 | Postsec. | Relates to the educational savings plan trust; provides an effective date.
Title: H.B. 2550
Source: Lexis-Nexis/StateNet
| |
| MD | Signed into law 05/2000 | Postsec. | Changes the name of the Maryland Higher Education Investment Program to the Maryland Prepaid College Trust; authorizes the Maryland Higher Education Investment Board to provide for rebates to owners of prepaid contracts; requires the Board to allow the transfer of funds from state tuition programs to other state tuition programs; requires the Governor to include funds for the Maryland Prepaid College Trust in the annual budget.
Title: H.B. 11
Source: Lexis-Nexis/StateNet
| |
| ID | Signed into law 04/2000 | Postsec. | Establishes the College Savings Program; establishes the College Savings Program Board; provides the powers and duties of the board.
Title: H.B. 627
Source: Lexis-Nexis/StateNet
| |
| MD | Vetoed 04/2000 | Postsec. | Changes the name of the Maryland Higher Education Investment Program to the Maryland Prepaid College Trust; authorizes the Maryland Higher Education Investment Board to provide for certain rebates to owners of prepaid contracts; requires the Board to allow the transfer of funds from certain tuition state programs to other state tuition programs; requires the Governor to include a certain amount for the Maryland Prepaid College Trust in the annual budget.
Title: S.B. 140
Source: Lexis-Nexis/StateNet
| |
| MS | Signed into law 04/2000 | Postsec. | Creates Affordable College Savings Program; reconstitutes tuition board; authorizes board to manage the state Prepaid Affordable College Tuition Program and the state Affordable College Savings Program.
Title: S.B. 2298
Source: Lexis-Nexis/StateNet
| |
| NE | Signed into law 04/2000 | Postsec. | Creates an educational savings plan for Nebraskans who want to save for their child's college education. The program will accept and invest contributions from participants to pay for future education costs for designated beneficiaries. The minimum annual contribution per beneficiary will be $300. The maximum annual contribution allowed under current Internal Revenue Service rules will be approximately $50,000.
Title: L.B. 1003
Source: http://www.unicam.state.ne.us/update/2000review_articles/Education.htm
| |
| AK | Signed into law 03/2000 | Postsec. | Relates to tuition; establishes a college tuition savings plan.
Title: S.B. 186
Source: Lexis-Nexis/StateNet
| |
| IN | Signed into law 03/2000 | Postsec. | Relates to education; defines the Save Indiana Program; makes conforming changes; extends the expiration date of a noncode provision that requires the Treasurer of State, Board for Depositories, Commission for Higher Education, and State Student Assistance Commission to provide certain administrative and financial support to the Indiana Education Savings Authority.
Title: S.B. 373
Source: Lexis-Nexis/StateNet
| |
| KS | Signed into law 03/2000 | Postsec. | Concerns the Kansas postsecondary education savings program.
Title: H.B. 2655
Source: Lexis-Nexis/StateNet
| |
| KY | Signed into law 03/2000 | Postsec. | Creates the Commonwealth Postsecondary Education Prepaid Tuition Trust Fund to be governed by a board of directors and administered by a division in the Office of the State Treasurer; establishes membership and duties regarding the prepaid tuition program; identifies use of prepaid tuition; defines processes for termination of prepaid tuition contracts and refunds; makes appropriation.
Title: H.B. 180
Source: Lexis-Nexis/StateNet
| |
| KY | Signed into law 03/2000 | P-12
Postsec. | Relates to Education Finance; deletes endowment trust held by the Kentucky Educational Savings Plan Trust; deletes definition of endowment trust; delegates particular functions to the program administrator; deletes that a beneficiary must be under 15 when account is opened; deletes that payment of benefits must begin once the beneficiary reaches 18; clarifies that earnings in trust not used for qualified educational expenses are not exempt from state taxation.
Title: H.B. 462
Source: Lexis-Nexis/StateNet
| |
| OH | Signed into law 03/2000 | P-12
Postsec. | Authorizes the Ohio Tuition Trust Authority to establish a variable college savings program.
Title: S.B. 161
Source: Lexis-Nexis/StateNet
| |
| SD | Vetoed 03/2000 | Postsec. | Creates the South Dakota education savings plan.
Title: H.B. 1057
Source: Lexis-Nexis/StateNet
| |
| UT | Signed into law 03/2000 | Postsec. | Relates to higher education; increases the age designation for beneficiaries designated in participation agreements from birth to age 16 to birth to age 18 as a tax incentive.
Title: H.B. 225
Source: Lexis-Nexis/StateNet
| |
| WV | Signed into law 03/2000 | P-12
Postsec. | Relates to the prepaid tuition contract; authorizes a reduction in Federal adjusted gross income for purposes of the West Virginia personal income tax; extends the modification for payments made for other college savings plans administered by the Board of Trustees of the Prepaid Tuition Trust Fund.
Title: H.B. 4679
Source: Lexis-Nexis/StateNet
| |
| WY | Signed into law 03/2000 | P-12
Postsec. | Relates to the family college savings program; modifies the program; establishes a trust; specifies the trustee; modifies duties of the Select Committee on Capital Financing and Investments and the State Treasurer; grants rulemaking authority; clarifies program provisions.
Title: S.B. 70
Source: Lexis-Nexis/StateNet
| |
| VA | Signed into law 02/2000 | P-12
Postsec. | Relates to college tuition savings initiatives; changes the name of the Virginia Higher Education Tuition Trust Fund to the Virginia College Savings Plan, removes contributors to a savings trust account within the Plan who are age 70 and over from the requirement that deductions for such contributions not exceed a specified amount.
Title: S.B. 359
Source: Lexis-Nexis/StateNet
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| VA | Signed into law 02/2000 | P-12
Postsec. | Changes the name of the Higher Education Tuition Trust Fund to the College Savings Plan; removes contributors to a savings trust account within the Plan who are over a specified age from requirement that deductions for such contributions not exceed a specified amount; broadens the definitions of the fiduciary adjustment to include the state income tax deduction permitted for purchases of prepaid tuition contracts and contributions to savings trust accounts within the plan.
Title: H.B. 438
Source: Lexis-Nexis/StateNet
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| IL | Signed into law 12/1999 | Postsec. | Amends the Illinois Prepaid Tuition Act and the Public Funds Investment Act; provides that the Public Funds Investment Act does not apply to the Illinois Prepaid Tuition Trust Fund; provides that a person who is less than one year of age must have a parent or legal guardian who has been an Illinois resident for at least 12 months before the date of the contract (instead of a relative who is an Illinois resident) in order to be a qualified beneficiary.
Title: S.B. 464
Source: Lexis-Nexis/StateNet
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| LA | Signed into law 07/1999 | P-12
Postsec. | Provides certain changes relative to the Louisiana Student Tuition Assistance and Revenue Trust Program, START Program; relates to education savings accounts.
Title: H.B. 1235
Source: Lexis-Nexis/StateNet
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| OR | Signed into law 07/1999 | Postsec. | Establishes Oregon Qualified Tuition Savings Program and Oregon Qualified Tuition Savings Board; permits state residents to contribute amounts to program for future higher education expenses; directs board to manage program to ensure that program complies with federal tax law requirements for deferral of federal and state income tax on contribution earnings; allows subtraction from taxable income for contributions to qualified tuition savings program.
Title: S.B. 756
Source: Lexis-Nexis/StateNet
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| SC | Signed into law 06/1999 | Postsec. | Provides that in the event the State determines by law or otherwise that the States tuition prepayment program and its fund should be discontinued and all tuition prepayment contracts canceled, contributors shall be entitled to a refund of all payments to the fund plus interest on these contributions at the rate of 4% per annum; provides that if the fund does not have sufficient moneys to make such refunds, the deficiencies shall be paid from the General Fund of the State.
Title: H.B. 3720
Source: Lexis-Nexis/StateNet
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| FL | Signed into law 05/1999 | P-12
Postsec. | Establishes Florida College Savings Program; provides for deposits in program and earnings to be exempt from taxation; provides for program to be administered by Florida Prepaid College Board and for program to be qualified state tuition program for Federal tax purposes; provides requirements for and for duration of participation agreements; provides for distributions from account for qualified higher education expenses, etc.
Title: S.B. 1984
Source: Lexis-Nexis/StateNet
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| IA | Signed by governor 05/1999 | Postsec. | Relates to the Iowa educational savings plan trust.
Title: S.B. 457
Source: Lexis-Nexis/StateNet
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| TX | Signed into law 05/1999 | P-12
Postsec. | Relates to prepaid tuition for graduate and professional degree programs at public institutions of higher education.
Title: H.B. 2555
Source: Lexis-Nexis/StateNet
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| UT | Signed into law 03/1999 | Postsec. | Relates to higher education; modifies provisions in the Higher Education Savings and Supplemental Savings Incentive Programs related to amounts partcipants may invest in the programs; provides that the State Board of Regents shall establish those amounts; provides for savings amounts in addition to the amount which qualifies for state income tax deductibility.
Title: H.B. 261 Higher Education
Source: Lexis-Nexis/StateNet
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| VA | Signed into law 03/1999 | P-12
Postsec. | Allows the purchaser of a prepaid tuition contract to take a state income tax deduction for the full amount paid from his adjusted gross income in the year the payment is made if the purchaser is age 70 when the contract was purchased.
Title: H.B. 1933
Source: Lexis-Nexis/StateNet
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| VA | Signed into law 03/1999 | Postsec. | Authorizes the Board of the Higher Education Trust Fund to create a savings trust account program; provides that savings trust accounts will be offered in addition to the existing prepaid tuition contracts; establishes an individual income tax deduction for amounts contributed to a savings trust account; unused portions of the deduction to be carried forward until the contribution has been fully deducted.
Title: S.B. 919
Source: Lexis-Nexis/StateNet
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| OK | Signed into law 06/1998 | P-12
Postsec. | Establishes tax-deferred savings accounts for college. Eligible colleges include in-state and out-of-state, public and private, and vocational/technical. Eligible expenses include tuition, fees, books, supplies, and certain room-and-board expenses.
Title: H.B. 2934
Source: Research Division, Oklahoma House of Representatives
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| CA | Died 06/1997 | P-12
Postsec. | Establishes the California Education Trust. Authorizes the trust to contract with a purchaser for the advance payment of tuition and fees for a qualified beneficiary to attend any of the institutions of higher education to which the qualified beneficiary is admitted. Creates the Advance Tuition Payment Fund into which all money received from purchasers on behalf of qualified beneficiaries would be deposited.
Title: S.B. 101 Prepaid Tuition
Source: Lexis-Nexis/StateNet
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| Postsecondary Affordability--Tuition/Fees--Undocumented Immigrants |
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| Postsecondary Faculty |
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| Privatization |
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