Sample narrative description of activities 1023 Form 2017-2024

Sample narrative description of activities 1023 Form: What You Should Know

Contribution to Education Savings Account, and the tax year(s) to which it applies. Use this form to: • Establish an international 529 College Savings Plan. Use this form to: • Transfer the balance of an existing international 529 College Savings Plan (international 529 Plan) to a new designated contribution beneficiary. Use this form on international 529 plans established by an educational institution or an overseas educational, cultural, or youth exchange organization that is authorized by the State Board of Education to provide scholarships or grants on a worldwide basis. International 529 Plan with Foreign Educational Institution (IDEA) — State Board of Education International 529 Plan with Educational Exchange Organization (IDEA) — State Board of Education Use this form on international 529 plans established by an educational organization or an overseas educational, cultural, or youth exchange organization that is authorized by the State Board of Education to provide scholarships or grants on a worldwide basis. International 529 Plan with Non-Educational Exchange Organization (NEE) or Non-Educational Organization (NERO) — State Board of Education Use this form to: • Provide a qualified individual with an international 529 Plans. Use this form to: • Transfer the remainder of an existing international 529 plans to a new designated beneficiary. • Transfer the remainder of an existing international 529 plans to an educational institution that has a contract with the Department of State regarding the issuance or receipt by U.S. government employees of non-government educational awards. International 529 Plan with Non-Educational Organization (NEE or NERO) — State Board of Education Use this form to:• Provide a qualified individual with an international 529 Plans. Use this form to: • Provide qualified individuals with a list of educational institutions that accept international tuition assistance. Learn more about international 529 plans International 529 Plan With Foreign Educational Institution (IDEA or NEE or NERO) — State Use this form to establish an international 529 Plans with a non-educational exchange organization (NEE or NERO) in the United States If an institution's NEE or NERO status is transferred to the United States, the applicable State tax rate will be determined for purposes of determining the rate payable under section 529(b)(1)(K) by the international 529 plans with this form.

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