Section 31016 - Claims and Withdrawal Process(a) A Beneficiary is eligible to file a withdrawal claim on or after they reach the age of 17.(b) Each Beneficiary with a CalKIDS account must file a withdrawal claim by the Beneficiary's 26th birthday.(c) Beneficiaries may file a claim through the Program's online portal at www.calkids.org, and providing all required information as follows:(3) Institution of higher education(4) Student identification number from the selected institution of higher education(d) Beneficiaries making a withdrawal claim shall self-certify on the online portal that they have resided in the state of California for at least one year immediately preceding the payment of qualified higher education expenses on the Beneficiary's behalf(e) Beneficiaries making a withdrawal claim on the Program's online portal shall authorize the Program to disclose, if necessary, personally identifiable information, including full name, date of birth, residential and mailing address, and Statewide Student Identifier (SSID) with an institution of higher education for the purpose of identifying the correct student account to credit when a CalKIDS check is received.(f) Beneficiaries making a withdrawal claim on the Program's online portal shall self-certify they are enrolled as active students at the institution of higher education selected during the distribution request.(g) A Beneficiary, or a parent or legal guardian for a Beneficiary, may request the cancellation of a previously submitted withdrawal claim by completing, signing, and submitting to the Board the "CalKIDS Check Cancellation Form" (Rev. October 2023), that is incorporated herein by reference.Cal. Code Regs. Tit. 5, § 31016
Note: Authority cited: Section 69996.4, Education Code; and Section 69996.8, Education Code. Reference: Section 69996.3, Education Code; and Section 69996.7, Education Code.
Note: Authority cited: Sections 69996.4 and 69996.8, Education Code. Reference: Sections 69996.3 and 69996.7, Education Code.
1. New section filed 8-15-2022; operative 8/15/2022 pursuant to Government Code section 11343.4(b)(3) (Register 2022, No. 33).
2. Amendment of subsection (c)(4) and new subsections (e)-(g) filed 6-26-2024; operative 10/1/2024 (Register 2024, No. 26).