Are Meal Plans a Qualified Expense?
529 - November Knowledge Check

Quiz
•
Professional Development
•
Professional Development
•
Easy
Breanne Akers
Used 6+ times
FREE Resource
16 questions
Show all answers
1.
MULTIPLE CHOICE QUESTION
1 min • 1 pt
yes
no
2.
MULTIPLE CHOICE QUESTION
2 mins • 1 pt
Is off-campus food a qualified expense, up to the amount of the on-campus meal plan, for students living off-campus who are enrolled at least half-time credits at a qualified higher education institution?
yes
no
3.
MULTIPLE CHOICE QUESTION
2 mins • 1 pt
Where can a bene’s UGIFT code be located in CSR?
At the bottom of the AO's quarterly account statement
“Share Ugift code and view history of gifts” on the right side of the "Welcome Back" screen
4.
MULTIPLE CHOICE QUESTION
2 mins • 1 pt
What does Unverified Bank Info mean?
Bank account doesn’t exist.
Our system couldn’t confirm the bank account is owned by the AO. An example: The plan allows the bene’s bank to be added. It doesn’t belong to the AO, so it will appear as unverified. We may still transact with an "Unverified" status bank.
5.
MULTIPLE CHOICE QUESTION
1 min • 1 pt
The recipient of the funds is the Payee on the distribution check/ACH.
False
True
6.
MULTIPLE CHOICE QUESTION
2 mins • 1 pt
Can an AO list their spouse as an AA - Level 4?
Yes, if the plan offers AA, check plan page for details
No
7.
MULTIPLE CHOICE QUESTION
2 mins • 1 pt
If an AO faxes paperwork to the 529 plan, how long until we will be able to see it on the account?
Instantly
Within 30-60 minutes
typically, within 1-2 business days - incoming documents are processed/scanned in, in the order they are received.
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