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Okla. Stat. tit. 46, § 315

Duties and liabilities of financial institutions

Added by Laws 2019, c. 186, § 5, eff

A. A financial institution shall not be required to:

1. Designate an account as a home buyer savings account, or designate the qualified beneficiaries of an account, in the financial institution's account contracts or systems or in any other way;

2. Track the use of money withdrawn from a home buyer savings account;

3. Allocate funds in a home buyer savings account among joint account holders or multiple qualified beneficiaries; or 4. Report any information to the Oklahoma Tax Commission or any other governmental agency that is not otherwise required by law. B. A financial institution is not responsible or liable for:

1. Determining or ensuring that an account satisfies the requirements to be a home buyer savings account;

2. Determining or ensuring that funds in a home buyer savings account are used for eligible costs; or 3. Reporting or remitting taxes or penalties related to the use of a home buyer savings account. C. Upon being furnished proof of the death of the account holder and such other information required by the contract governing the home buyer savings account, a financial institution shall distribute the principal and accumulated interest or other income in the account in accordance with the terms of the contract governing the account.

Official source: Oklahoma Legislature. Reproduced from public-domain Oklahoma statutes; confirm against the official source for the current text. Not legal advice.