53-25-119. Access to records. Information that identifies the contributor, agent, or designated beneficiary of an account is exempt from the provisions of 2-6-1003 and any other provision of law permitting the public inspection or copying of documents.

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Terms Used In Montana Code 53-25-119

  • Account: means an eligible participating account established under this chapter by or on behalf of an eligible individual. See Montana Code 53-25-103
  • Agent: means one of the following persons acting on behalf of a designated beneficiary:

    (a)a person acting under a power of attorney; or

    (b)if no person holds a power of attorney, a parent or legal guardian of the designated beneficiary. See Montana Code 53-25-103

  • 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
  • Contributor: means a person who makes a contribution to an account for the benefit of a designated beneficiary. See Montana Code 53-25-103