Get Uesp Forms

Completing the Uesp Forms online is a straightforward process that allows you to establish a new individual account with the Utah Educational Savings Plan. This guide provides clear and detailed instructions to help you navigate each section of the form effectively.

Follow the steps to successfully complete the Uesp Forms online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Read the UESP Program Description carefully. It contains essential information you should understand before filling out the form.
3. Complete the Account Type section by indicating that you are establishing an individual account. Ensure you select the correct options as this is a required field.
4. Fill out the Account Owner section. Provide your U.S. Social Security Number, date of birth, mailing and physical addresses, and contact information. Ensure accuracy as this information is required.
5. In the Beneficiary section, provide the details of the person whose education expenses will be covered by the account. Ensure to enter their U.S. Social Security Number, date of birth, and relationship to you.
6. If desired, complete the Individual Successor Account Owner section to designate a primary or secondary successor. This is optional but recommended.
7. In the Investment Option section, choose how your contributions will be invested. Select one investment option that aligns with your financial goals.
8. If you wish to make an Initial Contribution, complete the relevant section to specify your payment method and amount.
9. Optionally, if you plan to set up one-time or recurring contributions, fill out the corresponding section to provide your bank account information.
10. Finally, review all information for accuracy, sign the form, and date it. After filling out, you can save changes, download, print, or share the form.

Complete your UESP documentation online today for a smoother application process.