Coverdell Education Savings Account Custodial Account Agreement Sample Contracts

COVERDELL ESA CUSTODIAL ACCOUNT AGREEMENT
Coverdell Education Savings Account Custodial Account Agreement • February 6th, 2023

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.

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UMB, n.a. COVERDELL ESA CUSTODIAL ACCOUNT AGREEMENT
Coverdell Education Savings Account Custodial Account Agreement • November 20th, 2023

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.

Coverdell Education Savings Account Custodial Account Agreement and Disclosure Statement
Coverdell Education Savings Account Custodial Account Agreement • August 23rd, 2012 • South Dakota

The Depositor named on the Application is establishing a Coverdell Education Savings Account under section 530 for the benefit of the Designated Beneficiary exclusively to pay for the qualified elementary, secondary, and higher education expenses, within the meaning of section 530(b)(2), of such Designated Beneficiary.

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