Common Contracts
1 similar Coverdell Education Savings Account Application/Adoption Agreement contracts
COVERDELL EDUCATION SAVINGS ACCOUNT APPLICATION/ADOPTION AGREEMENTCoverdell Education Savings Account Application/Adoption Agreement • February 12th, 2020
To 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.
