Download the Coverdell ESA Forms
The forms are fill-able PDFs.
Click on the forms and save to your computer fill them out then Print & Sign!
You will need Acrobat reader to view and fill in the forms.
[click here for the latest version of ACROBAT READER ]
| Account Type | Required Forms |
|---|---|
| Coverdell Education Savings Account | Coverdell ESA Application |
| 5305 EA ESA Disclosure | |
| Fee Schedule | |
| Client Release Form | |
| Optional Roll Over / Direct Rollover Form Transfer Form |
|
Print & Sign
Sign your forms and make a copy for your records. PLEASE CONTACT OUR OFFICE REGARDING THE ID REQUIREMENTS FOR THIS TYPE OF ACCOUNT. ID is required with application, as well as a check or money order for account setup fee and minimum annual fee.
Please do not email the form. Email is not a secure medium.
Banking regulations stipulate that the signed documents be delivered to Next Generation Trust.
Mail them in
Mail to:
Next Generation Trust Services
75 Livingston Ave., 3rd Floor
Roseland NJ 07068
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