COVERDELL EDUCATION SAVINGS ACCOUNT APPLICATION/ADOPTION AGREEMENTFebruary 12th, 2020
FiledFebruary 12th, 2020To get started, simply complete the following sections. The terms of the account are contained in the document titled Coverdell Education Savings Account Disclosure Statement and Custodial Account Agreement. This form cannot be used to establish a TIAA-CREF Funds Traditional IRA or Roth IRA, or to convert a Traditional IRA to a Roth IRA.