Meridian Fund, Inc.Coverdell Education Savings Account Custodial Agreement • May 23rd, 2023 • Delaware
• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian.
Philip Morris International Inc.Coverdell Education Savings Account Custodial Agreement • June 25th, 2014
Coverdell Education Savings Account Custodial Agreement and Disclosure Statement for participation in Computershare Trust Company’s Coverdell Education Savings Account (“CESA”) providing for investments in the Philip Morris International Inc. Dividend Reinvestment and Share Purchase Plan.
DISCLOSURE STATEMENT 4 COVERDELL EDUCATION SAVINGS ACCOUNT CUSTODIAL AGREEMENT 11Coverdell Education Savings Account Custodial Agreement • August 9th, 2023 • Delaware
▲ Coverdell Education Savings Account Application and Adoption Agreement Form (“Application Form”) “Code” means the Internal Revenue Code, as amended.
ContractCoverdell Education Savings Account Custodial Agreement • September 19th, 2018
CRM FUNDSCoverdell Education Savings Account Custodial Agreement • March 26th, 2018 • Delaware
Coverdell Education Savings AccountCoverdell Education Savings Account Custodial Agreement • June 1st, 2020 • Delaware
Coverdell Education Savings AccountCoverdell Education Savings Account Custodial Agreement • August 22nd, 2019
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 AGREEMENT 10 APPLICATION & ADOPTION AGREEMENT FORM 14Coverdell Education Savings Account Custodial Agreement • October 25th, 2011 • Delaware
Contributions to the Coverdell Account may be invested in one or more mutual funds pursuant to the Mutual Fund Option. (Please see "Available Options for Your Contributions" in the Disclosure Statement). Prospectuses for the mutual funds available through the Mutual Fund Option (the "Mutual Funds") may be obtained by calling 1-800-276-2883.
Coverdell Education Savings Account Custodial AgreementCoverdell Education Savings Account Custodial Agreement • May 6th, 2020
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WellsTrade brokerage accounts are offered through WFCS.
CREDIT UNION COVERDELL ESA CUSTODIAL AGREEMENT (rev. 1/2010)Coverdell Education Savings Account Custodial Agreement • January 26th, 2010
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.
ALLSPRING FUNDSCoverdell Education Savings Account Custodial Agreement • August 21st, 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.
Custodial Agreement and Disclosure StatementCoverdell Education Savings Account Custodial Agreement • May 4th, 2018 • South Dakota
complete and accurate and agrees that the Custodian shall not be responsible for any incomplete or inaccurate information provided by the Depositor or Depositor's beneficiary(ies). The Depositor and the Depositor's beneficiary(ies) agree to be responsible for all tax consequences arising from contributions to, and distributions from, the Depositor’s Custodial Account and acknowledge that no tax advice has been, nor will any tax advice be, provided by the Custodian.
