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Qualified Expenses
START Qualified Expenses

Funds may be used to pay Qualified Higher Education Expenses, which are limited to the following:

  • Tuition
  • Fees
  • Books
  • Supplies
  • Equipment
  • Room/Board
  • Expenses for special needs

Beneficiaries must be enrolled at least half-time at a postsecondary institution for room and board to be considered a qualified higher education expense. Room and board expenses amounts are determined by each college campus. Room and board expenses for students who live off campus or at home with their parent(s) cannot exceed the amount included for room and board in the school’s "cost of attendance." For those students living on-campus, room and board expenses are limited to the amount included for room and board in the school’s "cost of attendance," or the actual invoice amount billed to the student, whichever is greater. Schools typically publish cost of attendance figures for all three student living arrangements.

To learn the recent reported cost of attendance amounts at a particular school, go to the college navigator at http://nces.ed.gov/collegenavigator, enter the school name, click on the school and then click on "estimated student expenses (before aid)." You should contact the school financial aid office to learn this information for the current or upcoming academic year. If a student living off-campus or at home actually incurs room and board expenses that exceed the amount published by the school, he/she may request that the school approve the higher amount. Congress has delegated to the school's financial aid administrator the authority to compensate for special circumstances on case-by-case basis with adequate documentation.

K12 Qualified Expenses

Funds may be used to pay Qualified Education Expenses, which are limited to the following:

  • Tuition

Beneficiaries must be enrolled or attended a Louisiana Elementary or Secondary School in grades kindergarten through twelve. Funds are used to pay Qualified Education Expenses (QEE) for the Beneficiary’s Education that contains any grades kindergarten through twelfth grade. Qualified Education Expenses are defined as tuition in connection with enrollment or attendance at a Louisiana Elementary or Secondary School in grades kindergarten through twelve.


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