THIS DOCUMENT MAY ONLY BE USED WITH A HILLTOP SECURITIES INC. ACCOUNT.Coverdell Education Savings Account Agreement • April 4th, 2007
Contract Type FiledApril 4th, 2007• Complete and sign the Coverdell ESA Application. All beneficiary information including Social Security numbers should be completed.
THIS DOCUMENT MAY ONLY BE USED WITH A HILLTOP SECURITIES INC. ACCOUNT.Coverdell Education Savings Account Agreement • April 4th, 2007
Contract Type FiledApril 4th, 2007• Complete and sign the Coverdell ESA Application. All beneficiary information including Social Security numbers should be completed.
THIS DOCUMENT MAY ONLY BE USED WITH A HILLTOP SECURITIES INC. ACCOUNT.Coverdell Education Savings Account Agreement • April 4th, 2007
Contract Type FiledApril 4th, 2007• Complete and sign the Coverdell ESA Application. All beneficiary information including Social Security numbers should be completed.
Coverdell Education Savings Account (ESA) Account Agreement and Disclosure StatementCoverdell Education Savings Account Agreement • May 19th, 2020 • Delaware
Contract Type FiledMay 19th, 2020 Jurisdiction
Coverdell Education Savings Account Agreement and Disclosure StatementCoverdell Education Savings Account Agreement • April 4th, 2007
Contract Type FiledApril 4th, 2007• Complete and sign the Coverdell ESA Application. 1 All beneficiary information including Social Security numbers should be completed.
Coverdell ESA Custodial AgreementCoverdell Education Savings Account Agreement • July 17th, 2012
Contract Type FiledJuly 17th, 2012
Plan AgreementCoverdell Education Savings Account Agreement • October 31st, 2018
Contract Type FiledOctober 31st, 2018The 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.
Disclosure Statement and Custodial Account AgreementCoverdell Education Savings Account Agreement • March 7th, 2007 • Ohio
Contract Type FiledMarch 7th, 2007 JurisdictionThe custodian named above has given the depositor the disclosure statement required by Regulations section 1.408-6. The depositor and the custodian make the following agreement: