Miscellaneous
This was the original name of the program when it was initially established.
What is the "Stanley G Tate Florida Prepaid College Plan?"
When requesting a payoff, the customer has _____ days to submit the payoff payment.
What is 21 days?
This document outlines all of the information that was submitted during the enrollment application process. It should be reviewed thoroughly.
What is the Payment & Participation Schedule?
When requesting a Scholarship Refund, the AO will receive a refund based on this plan value.
What is the Usage Value?
You MUST to speak to either one of the these individuals when calling out for the day.
Who is...
* Gabby
* Devon
An account can go without payment for _____ number of days before the account is involuntarily cancelled.
What is 210 days?
If the customers account stays in a Suspended status and NEVER becomes active, the account will cancel once it reaches this number of days.
What is 120 days from the first payment due date?
The Annual Statement is mailed to this individual every year.
What is the Account Owner?
What is an Account Owner Reimbursement?
This group of people are permitted to receive account specific information regarding a Florida Prepaid College account.
What is the...
* Account Owner
* Account Survivor
* Beneficiary
At a University level institution Local Fees will cover the following invoiced items.
What are Student Activity Fees, Student Service Fees, Student Health Fees, and Athletic Fees?
When contributing to a Florida 529 Savings Plan, a contribution must be at least this amount when submitting the contribution over the phone.
What is $25?
Florida Prepaid College Plan
PO Box 31483
Tampa, Florida 33631-3483
What is the payment center address for the Florida 529 Savings Plan?
If an account is Involuntarily Cancelled, the Account Owner must submit this form in order for the refund payment to be released.
What is a Refund Release Request Form?
When the caller has advised a CSR that the Account Owner has passed away, the CSR will FAIL a phone call for not doing this.
What is offering condolences?
The Annual Statement includes information pertaining to a Florida Prepaid College Plan as of this date.
What is December 31st?
The initial payment will be due on this date for a customer who completed their enrollment application on 01/01/2019.
What is April 20, 2019
A tuition payment was issued to the educational institution for the Fall 2018 and Spring 2019 term. This individual will receive the 1099-Q tax form.
Who is the Beneficiary?
In order to receive a refund of the Redemption Value, the Account Owner must submit this completed form.
What is a Voluntary Cancellation Form?
When verifying a customer, a CSR must verify the following pieces of information.
What is...
* First/Last Name
* Last 4 digits of the callers Social Security Number
* Mailing Address
* Phone Number
* Email Address
What is 2002?
Using this Age/Grade the customer will commit to submitting 211 payments if the monthly payment option is selected.
What is an Infant?
This statement outlines all of the usage for a contract. If requested it will automatically mail to this individual.
Who is the Beneficiary?
The Account Owner will receive this amount of money when their Florida 529 Savings Plan is cancelled.
What is the Account Balance?
The Account Owner, Survivor, Beneficiary has the option to make this request over the verbally over the phone when wanting to reestablished a cancelled contract.
What is a Reinstatement Quote?