General Instructions. Complete and sign the Xxxxxxxxx ESA Adoption Agreement. Refer to the Xxxxxxxxx ESA Summary Disclosure or IRS Publication 970 for eligibility requirements and contribution restrictions. Contributions may be made to the Xxxxxxxxx ESA Account for a Designated Beneficiary under the age of 18 by one or more individuals, but the total contributions made to all Xxxxxxxxx ESAs for the Designated Beneficiary cannot exceed $2,000 for any tax year. This rule does not apply to:
Appears in 16 contracts
Samples: Coverdell Education Savings Account Custodial Agreement, Coverdell Education Savings Account Custodial Agreement, Coverdell Education Savings Account Custodial Agreement
General Instructions. Complete and sign the Xxxxxxxxx ESA Adoption Agreement. Refer to the Xxxxxxxxx ESA Summary Disclosure or IRS Publication 970 for eligibility requirements and contribution restrictions. Contributions may be made to the Xxxxxxxxx ESA Account for a Designated Beneficiary under the age of 18 by one or more individuals, individuals but the total contributions made to all Xxxxxxxxx ESAs for the Designated Beneficiary cannot exceed $2,000 for any tax year. This rule does not apply to:
Appears in 3 contracts
Samples: Coverdell Education Savings Account Application and Adoption Agreement, Coverdell Education Savings Account (Esa) Application and Adoption Agreement, Coverdell Education Savings Account (Esa) Application and Adoption Agreement
