Your child's education is the most important gift you can give them. ESPXpress will let you explore the benefits of Education Savings Plan from Heritage Education Funds International, LLC. If you are a registered Heritage sales representative, you can use ESPXpress to start new Heritage ESP for your clients.
-Added new option enter home address if different than mailing address.
-Third-Party and Politically Exposed Persons (PEP) personal information are now recorded under Subscriber/Third-Party Tab.
-Third-Party Know Your Client (KYC) information will now be captured under KYC sub-tabs.
-Third-Party Information will now be submitted as a Third-Party form.
-Added new Savings option for Source of funds under KYC sub-tabs.
-Disclosure Checklist has been updated. Acknowledgement of Funds received (Total and Currency Type) will be captured under the Disclosure Tab.
(1).Added new banking option - #050 Jamaica National Bank (JN).
(2).Removed Bank #344 Pan Caribbean/Sagicor.
(3).Updated Bank Name of #081 to Sagicor Bank.
-Added additional details to Acknowledgement on the Signature Screens to provide context when signing.
-For Jamaica enrollments only, Character Reference tab and form has been added.
With Family Sharing set up, up to six family members can use this app.