COVERDELL EDUCATION SAVINGS CUSTODIAL ACCOUNT AGREEMENTCoverdell Education Savings Custodial Account Agreement • May 10th, 2011 • New Hampshire
Read and keep these Instructions, Additional Account Terms, Addi- tional Information about Coverdell ESAs, and Form 5305-EA Custo- dial Agreement for your records, and make a copy of the completed Application before sending it to PENSCO Trust. All of these documents explain what you can expect from PENSCO Trust as the Custodian and what is expected of the Depositor and/or Responsible Individual. These documents constitute the Depositor’s and/or Responsible Indi- vidual’s agreement with PENSCO Trust for the ESA.
Coverdell Education Savings Custodial Account AgreementCoverdell Education Savings Custodial Account Agreement • January 22nd, 2015
Articles I - IX are in the form promulgated by the Internal Revenue Service in Form 5305-EA (Revised October 2016). References are to sections of the Internal Revenue code of 1986, as amended (“code”).
