Transfer Form. Use this form to transfer funds from your existing ESA to your NuView IRA. Please note that your existing ESA custodian may require a Medallion Guarantee Stamp, which is much like a notary seal. Check with your bank to obtain this stamp. Annual Contribution Discover a new world of investment options.
Appears in 7 contracts
Sources: Educational Savings Account Adoption Agreement, Educational Savings Account Adoption Agreement, Educational Savings Account Adoption Agreement
Transfer Form. Use this form to transfer funds from your existing ESA to your NuView IRA. Please note that your existing ESA custodian may require a Medallion Guarantee Stamp, which is much like a notary seal. Check with your bank to obtain this stamp. Annual Contribution Discover a new world of investment options. In the event of the Designated Beneficiary's death, the balance shall be paid to the Primary Beneficiaries who survive the Designated Beneficiary in equal shares (or the specified shares, if indicated). If the Primary or Contingent box is not checked, the beneficiary will be deemed to be a Primary Beneficiary.
Appears in 4 contracts
Sources: Educational Savings Account Adoption Agreement, Educational Savings Account Adoption Agreement, Educational Savings Account Adoption Agreement