Qualified Family Member. A Xxxxxxxxx ESA may be rolled to another Xxxxxxxxx ESA of the same designated beneficiary or to a Xxxxxxxxx ESA maintained for the benefit of a qualified family member of the designated beneficiary, who is under the age of 30. The age 30 limitation does not apply to qualified family members who are special needs beneficiaries. Qualified family members of the designated beneficiary include the designated beneficiary’s child, grandchild, or stepchild, brother, sister, stepbrother, or stepsister, nephew or niece, parents, stepparents, or grandparents, uncle or aunt, spouses of all the family members listed above, cousin, and designated beneficiary’s spouse.
Appears in 12 contracts
Samples: Coverdell Education Savings Account Custodial Account Agreement, Coverdell Education Savings Account Custodial Account Agreement, Coverdell Education Savings Account Custodial Agreement
Qualified Family Member. A Xxxxxxxxx ESA may be rolled to another Xxxxxxxxx ESA of the same designated beneficiary Designated Beneficiary or to a Xxxxxxxxx ESA maintained for the benefit of a qualified family member of the designated beneficiaryDesignated Beneficiary, who is under the age of 30. The age 30 limitation does not apply to qualified family members who are special needs beneficiaries. Qualified family members of the designated beneficiary Designated Beneficiary include the designated beneficiaryDesignated Beneficiary’s child, grandchild, or stepchild, brother, sister, stepbrother, or stepsister, nephew or niece, parents, stepparents, or grandparents, uncle or aunt, spouses of all the family members listed above, cousin, and designated beneficiaryDesignated Beneficiary’s spouse.
Appears in 4 contracts
Samples: Custodial Education Savings Account Agreement, Custodial Education Savings Account Agreement, Custodial Education Savings Account Agreement
Qualified Family Member. A Xxxxxxxxx ESA may be rolled to another Xxxxxxxxx ESA of the same designated beneficiary Designated Beneficiary or to a Xxxxxxxxx ESA maintained for the benefit of a qualified family member of the designated beneficiaryDesignated Beneficiary, who is under the age of 30. The age 30 limitation does not apply to qualified family members who are special needs beneficiaries. Qualified family members of the designated beneficiary Designated Beneficiary include the designated beneficiaryDesignated Beneficiary’s child, grandchild, or stepchild, brother, sister, stepbrother, stepbrother or stepsister, nephew or niece, parents, stepparents, or grandparents, uncle or aunt, spouses of all the family members listed above, cousin, and designated beneficiaryDesignated Beneficiary’s spouse.
Appears in 2 contracts
Samples: Coverdell Education Savings Account Trust Agreement, Coverdell Education Savings Account Trust Agreement
Qualified Family Member. A Xxxxxxxxx ESA may be rolled to another Xxxxxxxxx ESA of the same designated beneficiary or to a Xxxxxxxxx ESA maintained for the benefit of a qualified family member of the designated designat- ed beneficiary, who is under the age of 30. The age 30 limitation does not apply to qualified family members who are special needs beneficiariesbeneficia- xxxx. Qualified family members of the designated beneficiary include the designated beneficiary’s child, grandchild, or stepchild, brother, sister, stepbrother, or stepsister, nephew or niece, parents, stepparents, or grandparents, uncle or aunt, spouses of all the family members listed above, cousin, and designated beneficiary’s spouse.
Appears in 1 contract
Samples: Coverdell Education Savings Account Custodial Document