Liquidation Instructions. Directly transfer all or part of my present Xxxxxxxxx Education Savings Account with your organization in the manner indicated below. Enclose a copy of your last statement. 1. Liquidate all assets and send proceeds. 2. Liquidate only those assets listed below and send proceeds. Description of Asset # of Shares OR $Amount OR ALL 3. Send proceeds of Certificate of Deposit Number: At Maturity Immediately, I understand early penalties may apply Please consider this your authority to sell/transfer of my assets in the account identified in section 4 and for transfer in cash prepare a check payable to: Name (First, Middle, Last) Social Security Number Date of Birth
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Samples: Coverdell Education Savings Account Custodial Agreement, Coverdell Education Savings Account Custodial Agreement, Coverdell Education Savings Account Custodial Agreement