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Coverdell Education Savings Account Forms

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Coverdell Education Savings Account Forms


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Before opening a new or transferring an existing Coverdell account, please download and read this document.

Before opening a new or transferring an existing Coverdell account, please download and read this document.

Use this form to open a new Coverdell Education Savings Account.

Use this form to transfer an existing Coverdell Education Savings Account. You must also fill out a Coverdell Education Savings Account Application. Please sign and return both forms to the address provided.

This form should be filled out for anyone who qualifies as a Special Needs Student. Please see the Coverdell Education Savings Account Instructions for more details.