How can we help?

Coverdell Education Savings Account Application Kit


Please review the fee schedule, agreements and disclosures here.

 

PDF Download

You fill out the form manually by downloading the PDF.

This is an interactive form contains fields that you can select or fill in. Please note that some browsers may not fully support all of the Adobe PDF capabilities. You may need to configure your browser to use the Adobe PDF plug-in.

After you complete the PDF form, you need to deliver the form to us by either email, fax, regular mail or overnight mail.

Email:

No email or fax is allowed for this application.

Fax:
No email or fax is allowed for this application.
Regular Mail:

IRA Services
P.O. Box 7080, San Carlos, CA 94070-7080
Attn: New Accounts

Please include a copy of your photo ID and all necessary documents stated in Section 4.

Overnight Mail:

IRA Services
1160 Industrial Road, Unit 1,
San Carlos, CA 94070-4128
Attn: New Accounts

Please include a copy of your photo ID and all necessary documents stated in Section 4.

Click here to Download Form

 

Was this article helpful?
0 out of 0 found this helpful