8 CCR 1508-3.7 - Voluntary Participants

A. Self-Employed Individuals and Voluntary Participants may Onboard with the Program as long as they meet the qualifications to open an IRA and provide the Onboarding Information required by the Program Administrator as follows:

1. Full legal name;

2. Social security number or taxpayer ID number;

3. Date of birth;

4. Mailing address;

5. Email address, if available;

6. Phone number, if available; and

7. Any additional information needed to complete the Onboarding when the information submitted for Onboarding is unclear or insufficient, or when further information is required for purposes of administering the Program

B. Program Administrator shall send Program Information to Voluntary Participants and Self-Employed Individuals as soon as administratively possible after Onboarding is completed and shall send them the mandatory disclosures pursuant to C.R.S. 24-54.3-107(K).

C. Voluntary Participants and Self-Employed Individuals shall have one Account, regardless of whether the Voluntary Participant also makes Contributions from a single Participating Employer or multiple Participating Employers (simultaneously or separately throughout Account Holder's lifetime).

D. After the Program Administrator establishes an Account for the Voluntary Participant or Self-Employed Individuals, the individual is considered an Account Holder.

Notes

8 CCR 1508-3.7