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#22-009609-0002
Supplemental Questionnaire

Last Name
First Name

 

***Please note that your answers on the supplemental questionnaire must correspond to the information provided on your application to receive credit. Applications that do not include a completed supplemental questionnaire will be considered incomplete and may be subject to disapproval.***


1.

Please describe your progressive management experience in a financial or executive leadership position. Include employer names, dates of employment, and relevant job duties in your description. This information must also be reflected in your application to receive credit. If you do not have this experience, enter N/A.

2.

Please describe your understanding of and experience in managing IRC Section 529 plans. Include employer names, dates of employment, and relevant job duties in your description. This information must also be reflected in your application to receive credit. If you do not have this experience, enter N/A.

3.

Please describe your financial operations and management background. Include employer names, dates of employment, and relevant job duties in your description. This information must also be reflected in your application to receive credit. If you do not have this experience, enter N/A.

 

4.

Please describe you understanding of and experience in oversight of outsourced services and programs. Include employer names, dates of employment, and relevant job duties in your description. This information must also be reflected in your application to receive credit. If you do not have this experience, enter N/A.


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