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Coverdell Education Savings Account Forms

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Coverdell Education Savings Account Forms


Items
Coverdell Education Savings Account Instructions

Before opening a new or transferring an existing Coverdell account, please download and read this document.
Coverdell Education Savings Account Disclosure Statement and Custodial Agreement

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

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

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.
Certification of Special Needs Student

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.