Section 9007 - Account Information(a) Quarterly Report to Designated Beneficiary. Each Account Owner will receive a quarterly statement from the ABLE Plan with, at a minimum, the following information: (1) Contributions to each investment option during that quarter and aggregate contributions, if any, for the year-to-date.(2) Distributions from each investment option during that quarter.(3) The total value of the Account at the end of the quarter.(b) Information Security. Any information compiled pursuant to this section and Welfare and Institutions Code section 4875 et seq. shall be maintained by the Board and protected consistent with the requirements of the Information Practices Act of 1977 (Civil Code section 1798 et seq.).Cal. Code Regs. Tit. 10, § 9007
1. New section filed 2-21-2017 as a deemed emergency pursuant to Welfare and Institutions Code section 4882(b); operative 2-21-2017 (Register 2017, No. 8). A Certificate of Compliance must be transmitted to OAL by 8-21-2017 or emergency language will be repealed by operation of law on the following day.
2. New section refiled 8-21-2017 as a deemed emergency pursuant to Welfare and Institutions Code section 4882(b); operative 8-21-2017 (Register 2017, No. 34). A Certificate of Compliance must be transmitted to OAL by 11-20-2017 or emergency language will be repealed by operation of law on the following day.
3. Certificate of Compliance as to 8-21-2017 order transmitted to OAL 8-24-2017 and filed 10-5-2017 (Register 2017, No. 40). Note: Authority cited: Section 4882, Welfare and Institutions Code. Reference: Sections 4877 and 4881, Welfare and Institutions Code; and Section 529 A, Internal Revenue Code.
1. New section filed 2-21-2017 as a deemed emergency pursuant to Welfare and Institutions Code section 4882(b); operative 2-21-2017 (Register 2017, No. 8). A Certificate of Compliance must be transmitted to OAL by 8-21-2017 or emergency language will be repealed by operation of law on the following day.
2. New section refiled 8-21-2017 as a deemed emergency pursuant to Welfare and Institutions Code section 4882(b); operative 8-21-2017 (Register 2017, No. 34). A Certificate of Compliance must be transmitted to OAL by 11-20-2017 or emergency language will be repealed by operation of law on the following day.
3. Certificate of Compliance as to 8-21-2017 order transmitted to OAL 8-24-2017 and filed 10-5-2017 (Register 2017, No. 40).