Utah Educational Savings Plan, 1-800-418-2551, www.uesp.org
11
®
Who
Can Save for Whom?
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Account owner can be:
•
Individual – SSN or TIN and over
the age of 18
•
Trust – TIN
•
Corporation
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Can list successor(s)
Notes:
The Nine Investment Options
Nine different investment options allow account owners to determine how aggressive or conservative their investment will be and tailor the plan to their individual family’s goals and needs.
