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H.B. 91

             1     

INDIVIDUAL DEVELOPMENT ACCOUNT

             2     
AMENDMENTS

             3     
2009 GENERAL SESSION

             4     
STATE OF UTAH

             5     
Chief Sponsor: F. Jay Seegmiller

             6     
Senate Sponsor: Karen W. Morgan

             7     
             8      LONG TITLE
             9      General Description:
             10          This bill amends provisions of the Employment Support Act regarding individual
             11      development accounts in the Family Employment Program.
             12      Highlighted Provisions:
             13          This bill:
             14          .    provides that an individual development account may be established for the purpose
             15      of allowing a client with a disability to accumulate funds for the purchase of
             16      assistive technologies, vehicle modifications, or home improvements that will allow
             17      the client to participate in work-related activities; and
             18          .    provides that funds held in an individual development account may not be used in
             19      determining eligibility for assistance, or the amount of assistance to be received, in
             20      a state or federal means-tested program.
             21      Monies Appropriated in this Bill:
             22          None
             23      Other Special Clauses:
             24          None
             25      Utah Code Sections Affected:
             26      AMENDS:
             27          35A-3-312, as enacted by Laws of Utah 1997, Chapter 174


             28     
             29      Be it enacted by the Legislature of the state of Utah:
             30          Section 1. Section 35A-3-312 is amended to read:
             31           35A-3-312. Individual development accounts.
             32          (1) As used in this section:
             33          (a) "Individual development account" means a trust account funded through periodic
             34      contributions by a client and matched by or through a not-for-profit organization organized
             35      under Section 501(c)(3), Internal Revenue Code.
             36          (b) "Qualified acquisition costs" means the costs of acquiring, constructing, or
             37      reconstructing a residence, including settlement and closing costs.
             38          (c) "Qualified businesses capitalization expenses" means expenditures for capital,
             39      plant, equipment, working capital, and inventory.
             40          (2) An individual development account may be established by or on behalf of a client
             41      to enable a client to accumulate funds for the following purposes:
             42          (a) postsecondary educational expenses after leaving cash assistance, including tuition,
             43      fees, books, supplies, and transportation costs, if paid from the individual development account
             44      directly to an educational institution that the parent client is attending as part of an employment
             45      plan;
             46          (b) qualified acquisition costs associated with a first-time home purchase if paid from
             47      the individual development account directly to a person to whom the amount is due; [or]
             48          (c) amounts paid from an individual development account directly to a business
             49      capitalization account that is established in a federally insured financial institution and used
             50      solely for qualified business capitalization expenses[.]; or
             51          (d) the purchase of assistive technologies, vehicle modifications, or home
             52      improvements that will allow a client with a disability to participate in work-related activities.
             53          (3) (a) A client may only deposit earned income and funds received from a
             54      not-for-profit organization into an individual development account.
             55          (b) Funds held in an individual development account may not be used in determining
             56      eligibility for assistance, or the amount of assistance to be received, in a state or federal
             57      means-tested program.





Legislative Review Note
    as of 1-6-09 11:08 AM


Office of Legislative Research and General Counsel


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