Common Contracts
14 similar Coverdell Education Savings Account Custodial Agreement contracts
Meridian Fund, Inc.Coverdell Education Savings Account Custodial Agreement • May 23rd, 2023 • Delaware
• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian.
COVERDELL EDUCATION SAVINGS ACCOUNT CUSTODIAL AGREEMENT 10Coverdell Education Savings Account Custodial Agreement • February 24th, 2023 • Delaware
• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian.
IMPAX FUNDSCoverdell Education Savings Account Custodial Agreement • December 22nd, 2022 • Delaware
• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian.
Coverdell Education Savings AccountCoverdell Education Savings Account Custodial Agreement • February 17th, 2022 • Delaware
• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian.
Firsthand FundsCoverdell Education Savings Account Custodial Agreement • October 22nd, 2021 • Delaware
• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian. “Coverdell ESA” means a Coverdell Education Savings Account that satisfied the requirements of Code Section 530.
BNY MELLON INVESTMENT SERVICING TRUST COMPANY COVERDELL EDUCATION SAVINGS ACCOUNTCoverdell Education Savings Account Custodial Agreement • May 1st, 2019 • Delaware
This Coverdell Education Savings Account Summary Disclosure (“Coverdell ESA Summary Disclosure”) is intended to provide you with an understandable summary of the significant provisions and rules of the Coverdell Education Savings Account Custodial Agreement (“Coverdell ESA Custodial Agreement”) that affect your rights and responsibilities for the Coverdell Education Savings Account (“Coverdell ESA Account”) created by the Coverdell ESA Custodial Agreement. In addition to this Coverdell ESA Summary Disclosure, you should carefully read the following additional disclosure materials: the Coverdell ESA Custodial Agreement, the "Terms and Conditions" on the signature page of the Coverdell Education Savings Account Adoption Agreement (“Coverdell ESA Adoption Agreement”), and the prospectus applicable to each Mutual Fund that is an Eligible Investment in which contributions to the Coverdell ESA Account will be invested.
DOMINI IMPACT INVESTMENTSCoverdell Education Savings Account Custodial Agreement • April 29th, 2019 • Delaware
• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian.
RMB FUNDSCoverdell Education Savings Account Custodial Agreement • April 25th, 2019 • Delaware
• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian.
Firsthand FundsCoverdell Education Savings Account Custodial Agreement • April 24th, 2019 • Delaware
• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian. “Coverdell ESA” means a Coverdell Education Savings Account that satisfied the requirements of Code Section 530.
Firsthand FundsCoverdell Education Savings Account Custodial Agreement • April 24th, 2019 • Delaware
• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian. “Coverdell ESA” means a Coverdell Education Savings Account that satisfied the requirements of Code Section 530.
PRIVACY NOTICE 22Coverdell Education Savings Account Custodial Agreement • April 22nd, 2019 • Delaware
• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian.
Meridian Fund, Inc.Coverdell Education Savings Account Custodial Agreement • April 12th, 2019 • Delaware
• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian.
Meridian Fund, Inc.Coverdell Education Savings Account Custodial Agreement • April 12th, 2019 • Delaware
• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian.
COVERDELL EDUCATION SAVINGS ACCOUNT CUSTODIAL AGREEMENT 18Coverdell Education Savings Account Custodial Agreement • April 8th, 2019 • Delaware
• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian.
