Common Contracts
2 similar null contracts
Reset FormJune 22nd, 2020
This Adoption Agreement may only be used in conjunction with the Coverdell ESA plan document stipulated by the Custodian. A New Account Application must accompany this form to establish a new ESA Account. For specific beneficiary provisions, please refer to the applicable sections of the plan agreement and the disclosure statement.
Coverdell Education Savings AccountAugust 22nd, 2019
The depositor whose name appears on the application is establishing a Coverdell Education Savings Account under section 530 for the benefit of the designated beneficiary whose name appears on the application exclusively to pay for the qualified elementary, secondary, and higher education expenses, within the meaning of section 530(b)(2), of such designated beneficiary.
