2024-25 Management 529 Educational Savings Plan Reimbursement

2024-25 Management 529 Educational Savings Plan Reimbursement

Per the Meet and Confer Agreement between the District and Management Employees approved by the Board of Trustees on September 9, 2015, Management employees may use $4,000 annually to pay for tuition reimbursement, licensures, and/or other certifications. The Management Professional Development Committee (MPDC) will be responsible for processing and approving this professional development. Per Meet and Confer Agreement approved October 12, 2016, Management employees may transfer up to $500 of their $4,000 annual tuition reimbursement funds to a 529 Educational Savings Account Annually. Please complete this form to request $500 reimbursement for your 529 plan. MPDC will review and take action on your request. Once approved, the District will reimburse you by adding up to $500 to the gross pay of your next pay check (before taxes). The district will not transfer the funds directly into your 529 Account. It is your responsibility to transfer that amount into your 529 account. This form must be received by June 30th of the fiscal year in which claim is made. If you have any questions or need assistance regarding this form, please contact Katie Datko (cdatko@mtsac.edu) or Lisa Rodriguez (lrodriguez208@mtsac.edu) in POD.

Manager Name*

Mt. SAC Email Address*

A Number*

Please enter using the following format: A0*******

Title*

Financial Institution*

Amount*

Amount you will transfer to your 529 Educational Savings Plan account.

Fiscal Year*

Select or enter value

File Upload*

Please provide an account statement as evidence that your name appears on the 529 account as the owner. To upload a copy of your 529 Educational Savings Plan account statement, drag and drop the files as outlined below. Please blackout or otherwise redact any personal information on the statement such as account numbers and balances. The sole purpose of providing the account statement is to provide evidence that your name appears on the 529 account as the owner.

Drag and drop files here or

Electronic Signature*

By checking this box I testify that I am the owner of this 529 account and will ensure the funds paid to me for this purpose have been, or will be, transferred into the account included on this form.

Date Request Submitted*

Send me a copy of my responses

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