Rule: 19B-16.003

Rule Title: Participation Agreement

Department:

STATE BOARD OF ADMINISTRATION

Division:

Florida Prepaid College Board

Chapter:

FLORIDA COLLEGE SAVINGS PROGRAM

Latest version of the final adopted rule presented in Florida Administrative Code (FAC):

Effective Date:

11/24/2025

History Notes:

Rulemaking Authority 1009.971(1) , (4),

(6) FS. Law Implemented 1009.971 , 1009.981 FS. History–New 11-27-02, Amended 12-28-04, 6-2-05, 7-13-06, 12-4-07, 5-29-08, 6-3-09, 6-22-10, 10-24-12, 5-8-13, 10-7-13, 6-23-16, 2-14-17, 8-29-19, 1-11-20, 12-14-21, 8-11-24, 7-1-25, 11-24-25.

References in this version:

Ref-18698 Participation Agreement Form No. FPCB 2025-08

Ref-18699 Terms and Conditions Form No. FPCB 2025-09

History of this Rule since Jan. 6, 2006

Notice /

Adopted

Section

Description

Publish

Date

Final

19B-16.003

Participation Agreement

Effective:

11/24/2025

Proposed

19B-16.003

The purpose and effect of this proposed change is to update the form reference number and link to referenced materials. The referenced material consists of a revised Participation Agreement and the associated Terms and ....

9/29/2025

Vol. 51/189

Development

19B-16.003

The purpose and effect of this rule development is to update the manner in which a copy of the Participation Agreement and associated Terms and Conditions may be obtained.

9/18/2025

Vol. 51/182

Final

19B-16.003

Participation Agreement

Effective:

07/01/2025

Proposed

19B-16.003

The purpose and effect of this proposed change is to update the form reference number and link to referenced materials. The referenced material consists of revised Terms and Conditions (revised March 2025) for Florida 529 ....

4/21/2025

Vol. 51/77

Development

19B-16.003

The purpose and effect of this rule development is to update reflect modifications to the Participation Agreement and Terms and Conditions for the Florida College Savings Program.

3/18/2025

Vol. 51/53

Final

19B-16.003

Participation Agreement

Effective:

08/11/2024

Proposed

19B-16.003

The purpose and effect of this proposed change is to update the form reference number and link to referenced material. The proposed rule will also centralize participant terms and conditions within a single contract document ....

5/3/2024

Vol. 50/88

Development

19B-16.003

The purpose and effect of this rule development is to update reflect modifications to the Participation Agreement and Terms and Conditions for the Florida College Savings Program.

4/22/2024

Vol. 50/79

Final

19B-16.003

Participation Agreement

Effective:

12/14/2021

Correction

19B-16.003

Participation Agreement

11/1/2021

Vol. 47/212

Proposed

19B-16.003

The purpose and effect of this proposed change is to update the form reference number and link to referenced material. The proposed rule will also centralize participant terms and conditions within a single contract document ....

10/4/2021

Vol. 47/192

Development

19B-16.003

The purpose and effect of this proposed change is to update the form reference number and link to referenced material.

9/17/2021

Vol. 47/181

Final

19B-16.003

Participation Agreement

Effective:

01/11/2021

Correction

19B-16.003

Participation Agreement

11/12/2020

Vol. 46/221

Change

19B-16.003

Participation Agreement

11/12/2020

Vol. 46/221

Proposed

19B-16.003

The purpose and effect of this amendment is to update the form number of the Participation Agreement and Terms and Conditions for the updated referenced material.

9/2/2020

Vol. 46/172

Development

19B-16.003

The purpose of this proposed change is to modify the Terms and Conditions, a form incorporated into this rule, by incorporating standalone Rule 19B-16.005 into the Terms and Conditions (that standalone rule will be repealed), ....

4/9/2020

Vol. 46/70

Final

19B-16.003

Participation Agreement

Effective:

08/29/2019

Proposed

19B-16.003

The purpose and effect of this proposed rule is amend the Participation Agreement and Terms and Conditions for the Florida Prepaid College Board's Savings Program to address recent changes to Federal law regarding 529 Plans ....

5/14/2019

Vol. 45/94

Withdrawal

19B-16.003

Participation Agreement

5/14/2019

Vol. 45/94

Change

19B-16.003

Participation Agreement

4/22/2019

Vol. 45/78

Proposed

19B-16.003

The purpose and effect of this proposed rule is amend the Participation Agreement and Terms and Conditions for the Florida Prepaid College Board's Savings Program to address recent changes to Federal law regarding 529 Plans ....

1/23/2019

Vol. 45/15

Development

19B-16.003

The purpose and effect of this rule development is amend the Participation Agreement and Terms and Conditions for the Florida Prepaid College Board's Savings Program to address recent changes to Federal law regarding 529 ....

7/11/2018

Vol. 44/134

Final

19B-16.003

Participation Agreement

Effective:

02/14/2017

Correction

19B-16.003

Participation Agreement

12/9/2016

Vol. 42/238

Proposed

19B-16.003

The purpose and effect of this rule revision is to reflect modifications to the Terms and Conditions for the Florida College Savings Program.

10/27/2016

Vol. 42/210

Development

19B-16.003

The purpose and effect of this rule development is to reflect modifications to the Terms and Conditions for the Florida College Savings Program, including the addition of the Gardiner Scholarship Program Account and related ....

10/11/2016

Vol. 42/198

Correction

19B-16.003

Participation Agreement

8/18/2016

Vol. 42/161

Withdrawal

19B-16.003

Participation Agreement

8/16/2016

Vol. 42/159

Final

19B-16.003

Participation Agreement

Effective:

06/23/2016

Proposed

19B-16.003

The purpose and effect of this rule revision is to reflect modifications to the Terms and Conditions for the Florida College Savings Program.

5/11/2016

Vol. 42/92

Change

19B-16.003

Participation Agreement

4/19/2016

Vol. 42/76

Development

19B-16.003

The purpose and effect of this rule development is to reflect modifications to the Terms and Conditions for the Florida College Savings Program, including the addition of the Gardiner Scholarship Program Account and related ....

3/24/2016

Vol. 42/58

Proposed

19B-16.003

The purpose and effect of this rule revision is to reflect modifications to the Participation Agreement and Terms and Conditions for the Florida College Savings Program.

1/27/2016

Vol. 42/17

Development

19B-16.003

......

The purpose and effect of this rule development is to amend language specifying the former federal standard under which an Account Owner may change the Investment Options with a reference to the relevant Internal Revenue ....

12/9/2015

Vol. 41/237

Withdrawal

19B-16.003

Participation Agreement

10/13/2015

Vol. 41/199

Withdrawal

19B-16.003

......

Participation Agreement, Maximum Account Balance Limit

10/2/2015

Vol. 41/192

Proposed

19B-16.003

The purpose and effect of this rule revision is to reflect modifications to the Participation Agreement and Terms and Conditions for the Florida College Savings Program.

7/8/2015

Vol. 41/131

Development

19B-16.003

The purpose and effect of this rule development is to update reflect modifications to the Participation Agreement and Terms and Conditions for the Florida College Savings Program.

6/12/2015

Vol. 41/114

Proposed

19B-16.003

......

The purpose and effect is to update rules to reflect modifications to the Florida Prepaid College Program.

4/8/2015

Vol. 41/68

Development

19B-16.003

......

The purpose and effect of this rule development is to amend language specifying the former federal standard under which an Account Owner may change the Investment Options with a reference to the relevant Internal Revenue ....

3/12/2015

Vol. 41/49

Final

19B-16.003

Participation Agreement

Effective:

10/07/2013

Proposed

19B-16.002

......

The purpose and effect is to eliminate the current application form in favor of an electronic application and to update portions of the Participation Agreement.

6/24/2013

Vol. 39/122

Development

19B-16.002

......

The purpose and effect of this rule development is to amend the information that may be collected during the enrollment process for the Florida College Savings Program, simplify the Application Fee language, permit the Board ....

5/28/2013

Vol. 39/103

Final

19B-16.003

Participation Agreement

Effective:

05/08/2013

Correction

19B-16.001

......

Application of Rule Chapter;

Definitions, Application for Participation in the Program, Participation Agreement, Payment and Minimum Contributions, Maximum Account Balance Limit, Change of Benefactor, ....

3/28/2013

Vol. 39/61

Proposed

19B-16.001

......

The purpose and effect of this rule development is to update and consolidate rules to reflect modifications to the Florida College Savings Program.

3/20/2013

Vol. 39/55

Development

19B-16.001

......

The purpose and effect of this rule development is to update and consolidate rules to reflect modifications to the Florida College Savings Program.

3/1/2013

Vol. 39/42

Final

19B-16.003

Participation Agreement

Effective:

10/24/2012

Proposed

19B-16.003

This rule is amended to reflect the updated form for the Florida College Investment Plan (Florida 529 Savings Plan) Disclosure Statement and Participation Agreement.

7/27/2012

Vol. 38/30

Development

19B-16.003

This rule is amended to reflect the updated form for the Florida College Investment Plan Disclosure Statement and Participation Agreement.

6/15/2012

Vol. 38/24

Final

19B-16.003

Participation Agreement

Effective:

06/22/2010

Proposed

19B-16.003

To update the Florida College Investment Plan Participation Agreement Form.

4/30/2010

Vol. 36/17

Development

19B-16.003

To update the Florida College Investment Plan Participation Agreement Form.

4/2/2010

Vol. 36/13

Final

19B-16.003

Participation Agreement

Effective:

06/03/2009

Proposed

19B-16.003

To update the Florida College Investment Plan Participation Agreement Form.

4/10/2009

Vol. 35/14

Development

19B-16.003

To update the Florida College Investment Plan Participation Agreement Form.

4/3/2009

Vol. 35/13

Final

19B-16.003

Participation Agreement

Effective:

05/29/2008

Proposed

19B-16.003

To update the Florida College Investment Plan Participation Agreement Form.

3/28/2008

Vol. 34/13

Development

19B-16.003

To update the Florida College Investment Plan Participation Agreement Form.

2/29/2008

Vol. 34/09

Final

19B-16.003

Participation Agreement

Effective:

12/04/2007

Proposed

19B-16.003

To update the Florida College Investment Plan Participation Agreement Form.

10/12/2007

Vol. 33/41

Development

19B-16.003

To update the Florida College Investment Plan Participation Agreement Form.

9/14/2007

Vol. 33/37

Withdrawal

19B-16.003

Participation Agreement

9/14/2007

Vol. 33/37

Proposed

19B-16.003

To update the Florida College Investment Plan Participation Agreement Form.

8/24/2007

Vol. 33/34

Final

19B-16.003

Participation Agreement

Effective:

07/13/2006

Development

19B-16.003

To update the Florida College Investment Plan Participation Agreement Form.

4/21/2006

Vol. 32/16

Proposed

19B-16.003

To update the Florida College Investment Plan Participation Agreement Form.

5/19/2006

Vol. 32/20