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Savings Plan Agreements (SPA)

The Savings Plan Agreements are the full terms and conditions for the Scholars Savings Program. These documents are available in English and Spanish at this time.

 

A majority of the Scholars Savings Program participants will only need to reference the GENERAL Savings Plan Agreements. Families who qualify for the Scholars Savings Program Scholar Dollars will need to reference the appropriate grade level of the Savings Plan Agreement.

 

If you are unsure which SPA you need to reference, please review the Scholar Dollar requirements page.

Forms and Guides

The forms and guides listed below are supplemental documentation for the Scholars Savings Program. Each section explains the purpose of each document as well as the document's use in Scholars Savings Program.

The Scholars Savings Program Account Summary Form to help families record their account information.

Account Summary Form

Rev. 04/29/2016

This form helps families physically record their Scholar Savings Account information to keep on hand when accessing a Scholars Savings Account. This form is not to be held on record by any person or organization but the owner of a Scholars Savings Account. The account owner of a Scholars Savings account does not need to fill out this form. This form is completely optional.

 

Available in EnglishEspañol

The Scholars Savings Program enrollment questions translated into Spanish to facilitate enrollment in SSP.

Enrollment Questions (Español)

Rev. 04/29/2016

This form is completely optional and does not complete enrollment for the Scholars Savings Program. The form translates the initial set of questions families respond to when enrolling for the Scholars Savings Program. The form is intended to assist families respond to the questions and this form must not be stored on file by anyone, but the Scholars Savings Account owner.

 

Available in Español

The Scholars Savings Program Check Guide to help families make a check deposit to their child's Scholars Savings Program account.

Check Mailing Guide

Rev. 04/29/2016

This guide visually shows what information must be present on a check when mailing a deposit to a person's Scholars Savings Account. When mailing a check, families MUST send the check to the Utah Educational Savings Plan and MUST make sure

  • the "pay to order of" lists the Utah Educational Savings Plan
  • The name of the child and UESP account number are listed on the money order in the memo section of the check

Deposits sent through the mail should not be sent to the El Monte Promise Foundation.

Available in EnglishEspañol

The Scholars Savings Program Money Order guide to help families make a deposit into their child's Scholars Savings Account.

Money Order Mailing Guide

Rev. 04/29/2016

This guide visually shows what information must be present on a money order when mailing a deposit to a person's Scholars Savings Account. When mailing a money order, families MUST send the money order to the Utah Educational Savings Plan and MUST make sure

  • the "pay to order of" lists the Utah Educational Savings Plan
  • The name of the child and UESP account number are listed on the money order

Deposits sent through the mail should not be sent to the El Monte Promise Foundation.

 

Available in EnglishEspañol

The Scholars Savings Program Bank Verification Guide to assist and familiarize families with the process of verifying a personal bank account with a UESP account.

Bank Verification Guide

Rev. 04/29/2016

This guide shows families an overview of what to expect when connecting a personal bank account with a Scholars Savings Account.

 

It is important to note banks differ in how they authorize external banks requests for deposits. During the verification process, the Utah Educational Savings Plan typically sends two deposits no greater than $1 to the account a family is trying to link to verify the account belongs to a family.

 

Available in EnglishEspañol