AGENCY: Department of Workforce Services. Office of Child Care
SERIES: 31359
TITLE: Education Savings Incentive application
DATES: 2024-
ARRANGEMENT: Chronological by date.
DESCRIPTION: Information is collected to determine eligibility for the Education Savings Incentive and distribute matching payments to my529 accounts. See Utah Code 35A-9-603 - Education Savings Incentive Program. Information is collected on the applicant, the applicant's eligible child(ren) and eligibility for the program based on tax documents and contributions to my529 savings accounts in the past calendar year.
Business need is present as long as 1) data is being requested by and provided to other government agencies, 2) records are needed for the purposes of an ongoing investigation or legal matter; 3) overpayments remain unpaid; or 4) data is being used to identify statistical information and trends.
Privacy annotation:
List of personal data included: first name, last name, middle name, maiden name, social security number, date of birth, home address, personal email address, home telephone number, my529 account beneficiary first, middle and last name and date of birth; my529 account number and account balance, amount deposited in my529 account for specified year, 1040 tax form for specified year.
Purpose personal data is collected, maintained, or used: The incentive supports higher education access for individuals identified as experiencing intergenerational poverty to receive a state match of deposits into eligible my529 accounts. Information is collected from the applicant to determine eligibility and make matching payments into the correct accounts.
Legal authority for collecting, keeping, or using personal data: Utah Code 35A-9-603 Education Savings Incentive Program.
RETENTION
Retain for 6 year(s) or until administrative value met, whichever is greater
DISPOSITION
Destroy.
RETENTION AND DISPOSITION AUTHORIZATION
Retention and disposition for this series were specifically approved by the Records Management Committee.
APPROVED: 12/2025
FORMAT MANAGEMENT
Computer data files: Retain in Office for 6 years or until business need ends, whichever is greater, and then delete.
APPRAISAL
Administrative Fiscal
PRIMARY DESIGNATION
Private. Utah Code 63G-2-305(7) (2025)