Thursday, September 21, 2017
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Coverdell ESA Forms

COVERDELL ESA FORMS

NOTICE:

Effective July 21, 2017, the Adobe Sign signature process will change. A signature confirmation will be required in order to complete the submission process. The confirmation will be sent to you via email. If you have any questions, please call our Investor Services department toll free at 800.486.6888.

To download and print a form, click the PDF icon ( pdf logo ). To sign and submit a form electronically, click the Adobe Sign icon ( adobe logo ).

COVERDELL ESA (EDUCATION SAVINGS ACCOUNT)

FORM DESCRIPTION PDF ADOBE SIGN
Open Account
Coverdell Education Savings Account Application GAMMA Custodial Account Agreement, Customer ID Requirements, Fee Schedule and Disclosure Statement pdf Icon n/a
Trading Authorization Authorize an Account Representative. pdf Icon n/a
TRANSFER FUNDS
Coverdell ESA Transfer Request Transfer funds from another ESA custodian. pdf Icon n/a
Coverdell ESA Rollover Certification Rollover funds distributed from an ESA. pdf Icon n/a
PURCHASE OR LIQUIDATE ASSETS
Investment Direction - Precious Metals Buy or sell precious metals from your dealer. pdf Icon n/a
Investment Direction - Privately Offered Invest in a privately offered investment. pdf Icon n/a
Investment Direction - Denominational Investments Invest in a loan/extension fund. pdf Icon n/a
Investment Direction - Mutual Funds/Stock/CD’s Buy or sell a publicly traded investment. pdf Icon n/a
CONTRIBUTE/DEPOSIT FUNDS
Deposit Coupon Mail this coupon with a contribution check. pdf Icon n/a
One-Time Bank Draft Request Add funds to your account via ACH (one time). pdf Icon Eco Icon
Recurring Bank Draft Request Add funds to your account via ACH (once a month). pdf Icon Eco Icon
WITHDRAW FUNDS
Coverdell ESA Withdrawal Statement Request a cash withdrawal from your ESA. pdf Icon n/a
Wiring Instructions (for your bank) To request a wire ($25 fee), include this form with a Withdrawal Authorization. pdf Icon n/a
EDIT ACCOUNT INFORMATION
Change of Address Update your mailing address pdf Icon n/a
Coverdell ESA Designation of Beneficiary Add or change beneficiaries. pdf Icon n/a

FDIC NOTICE: IRA and/or Bond investments represented on this website are not FDIC-insured, are not guaranteed by GoldStar Trust Company, and involve risk including possible loss of principal. If held in a GoldStar IRA or GAMMA account, the un-invested cash portion is FDIC insured up to $250,000.