Individualized Education Account Program

• ESA
• Program Type: Education Savings Account Program, Special Needs Program

2022-2023 IEA Application Information:

New Student Application due for enrollment in the IEA Program for the 2022-23 school year (including all required documentation) must be received by the Tennessee Department of Education (the department) no later than April 15, 2022, by 3 p.m. CT (4 p.m. ET).

Link to the New Student Application: https://stateoftennessee.formstack.com/forms/202122_iea_student_application 

New Student Application Instructions:

• The individual completing the application will be the IEA account holder. This application must be completed by either a parent/guardian of the student or the student who has reached the age of majority (i.e., when a student reaches the age of 18). If an individual is submitting an application on behalf of a student who will have attained the age of 18 years on or before Aug. 1, 2022, documentation of Power of Attorney or order granting Conservatorship must be submitted with this application.
• If a parent/guardian has more than one student applying to the IEA Program, the parent/guardian must submit an application for each student.
• There may only be one account holder listed for each IEA account. Please keep in mind that the applicant is required to sign all official documentation associated with the IEA program.
• Applicants are responsible for ensuring the accuracy of the information provided in the application. Any false statements or inaccurate information within the application will result in the denial of the student’s application.

Required Documentation: Applicants will be required to upload the following documents into section VIII of this form: 

• Copy of parent/guardians’ valid driver’s license or government-issued ID
• Copy of the student’s birth certificate or proof of legal guardianship (if the parent/guardian’s name is not listed on the birth certificate)
• W-9 Form: Complete the form using information from the parent/guardian who will serve as the account holder. The W-9 form may be downloaded from the following site: https://www.irs.gov/pub/irs-pdf/fw9.pdf.
• IEA Debit Card Account Transactional Consent Form: Complete the form with the potential account holder’s information by downloading the following form: https://www.tn.gov/content/dam/tn/education/forms/ed5514_iea_transaction_consent.pdf
• If applicable, Power of Attorney or order granting conservatorship (for student’s 18 years of age or older)
• (Optional) Student’s most recent IEP cover page

2022-2023 IEA Account Holder Renewal Application Information: 

IEA Account Holder Renewal Application due for 2022-23 school year; completed applications and all required supporting documentation must be received by the Tennessee Department of Education (the department) no later than May 15, 2022, by 3:00 p.m. CT (4 p.m. ET). 

Link to the IEA Account Holder Renewal Application: https://stateoftennessee.formstack.com/forms/202122_student_iea_renewal_application

IEA Account Holder Renewal Application Instructions:

• Completed Individualized Education Account (IEA) renewal applications, including all required documentation, must be received by the Tennessee Department of Education (the department) no later than May 15, 2022, by 3 p.m. CT (4 p.m. ET).
• To be eligible for renewal in the IEA program, a student must continue to meet the IEA Program eligibility requirements in accordance with Tennessee Code Annotated (T.C.A.) § 49-10-1402(3) and Tennessee State Board of Education Rules (TN-SBE) for Chapter 0520-01-11.
• If an IEA account holder has more than one student applying for re-enrollment in the IEA Program, the account holder must submit one renewal application for each student.
• If the student will have attained the age of majority (18 years) on or before Aug. 1, 2022, the parent/guardian must submit a Power of Attorney or order granting Conservatorship with the IEA Renewal Application.
• If the student and/or account holder’s contact information needs to be updated, please submit the Parent/Guardian and Student Information Update Form.
• After submitting this application, approved applicants will receive a copy of the 2022-23 IEA Contract and contract submission instructions from the department via email. To remain in the program, applicants must then follow the instructions to complete and submit the 2022-23 IEA Contract.
• Account holders must notify their local educational agency (LEA) liaison if their student will be continuing in the IEA Program by Aug. 1, 2022.

Applicants will be required to upload the following documents into Section III of the application form: 

• W-9 Form: Complete the form using information from the individual who will serve as the account holder. The W-9 form may be downloaded from the following site: https://www.irs.gov/pub/irs-pdf/fw9.pdf.
• If applicable, Power of Attorney or order granting conservatorship (for student’s 18 years of age or older)

If you need assistance in completing the application, please contact the IEA team: IEA.Questions@tn.gov.