Contribution Information. Please see the ▇▇▇▇▇▇▇▇▇ ESA Custodial Agreement and Disclosure Statement for general contribution and rollover guidelines. The type of contribution being made to this ▇▇▇▇▇▇▇▇▇ ESA must be designated in this section. Computershare Trust Company advises that you (a) check with your tax/or financial advisor before establishing a ▇▇▇▇▇▇▇▇▇ ESA, and (b) effect any rollover contributions from existing ▇▇▇▇▇▇▇▇▇ ESAs on a cash-only basis.
Appears in 4 contracts
Sources: Coverdell Education Savings Account Custodial Agreement, Coverdell Education Savings Account Custodial Agreement, Coverdell Education Savings Account Custodial Agreement
Contribution Information. Please see the ▇▇▇▇▇▇▇▇▇ ESA Custodial Trust Agreement and Disclosure Statement for general contribution and rollover guidelines. The type of contribution being made to this ▇▇▇▇▇▇▇▇▇ ESA must be designated in this section. Computershare Trust Company advises that you (a) check with your tax/or tax and/or financial advisor before establishing a ▇▇▇▇▇▇▇▇▇ ESA, and (b) effect any rollover contributions from existing ▇▇▇▇▇▇▇▇▇ ESAs on a cash-only basis.
Appears in 1 contract
Sources: Coverdell Education Savings Account Trust Agreement