Common Contracts
1 similar Coverdell Esa Transfer Agreement contracts
ContractCoverdell Esa Transfer Agreement • December 30th, 2021
You may use this form to effect a direct transfer from an existing COVERDELL ESA with another custodian to a COVERDELL ESA with BARON FUNDS®. The assets may be from another fund family or within the BARON FUNDS®. Note: If you are a new client (not transferring money into an already existing account) please fill out a BARON FUNDS® COVERDELL EDUCATION SAVINGS ACCOUNT CUSTODIAL ADOPTION AGREEMENT as well. Make sure you attach a copy of your existing account statement and any other forms required by your current custodian/trustee. For information and to request forms, call 1-800-442-3814, Monday – Friday, 9:00AM – 5:00 ET, or visit www.BaronFunds.com. See section 5 for mailing instructions.
