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Terms Used In Maryland Code, EDUCATION 18-19B-01

  • Beneficiary: A person who is entitled to receive the benefits or proceeds of a will, trust, insurance policy, retirement plan, annuity, or other contract. Source: OCC
  • Person: includes an individual, receiver, trustee, guardian, personal representative, fiduciary, representative of any kind, corporation, partnership, business trust, statutory trust, limited liability company, firm, association, or other nongovernmental entity. See
  • state: means :

    (1) a state, possession, territory, or commonwealth of the United States; or

    (2) the District of Columbia. See
(a) In this subtitle the following words have the meanings indicated.

(b) “Account holder” means the person who established an investment account on behalf of a qualified designated beneficiary.

(c) “Board” means the Maryland 529 Board established under § 18-1904 of this title.

(d) “Broker-Dealer Plan” means the Maryland Broker-Dealer College Investment Plan established under this subtitle.

(e) “Eligible educational institution” has the meaning stated in § 529(e) of the Internal Revenue Code.

(f) “Investment account” means an account established by an account holder under this subtitle on behalf of a qualified designated beneficiary for the purpose of applying distributions toward qualified higher education expenses at eligible educational institutions.

(g) “Qualified designated beneficiary” has the meaning stated in § 529(e) of the Internal Revenue Code.

(h) “Qualified higher education expenses” has the meaning stated in § 529(e) of the Internal Revenue Code.

(i) “Qualified State tuition program” has the meaning stated in § 529 of the Internal Revenue Code.