Meridian Fund, Inc.Delaware • May 23rd, 2023
Jurisdiction FiledMay 23rd, 2023• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian.
COVERDELL EDUCATION SAVINGS ACCOUNT CUSTODIAL AGREEMENT 10Delaware • February 24th, 2023
Jurisdiction FiledFebruary 24th, 2023• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian.
Coverdell Education Savings AccountDelaware • February 17th, 2022
Jurisdiction FiledFebruary 17th, 2022• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian.
Firsthand FundsDelaware • October 22nd, 2021
Jurisdiction FiledOctober 22nd, 2021• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian. “Coverdell ESA” means a Coverdell Education Savings Account that satisfied the requirements of Code Section 530.
Coverdell Education Savings Account (ESA) Account Agreement and Disclosure StatementDelaware • May 19th, 2020
Jurisdiction FiledMay 19th, 2020
Coverdell Education Savings Account (ESA) Account Agreement and Disclosure StatementDelaware • May 19th, 2020
Jurisdiction FiledMay 19th, 2020
BNY MELLON INVESTMENT SERVICING TRUST COMPANY COVERDELL EDUCATION SAVINGS ACCOUNTDelaware • May 1st, 2019
Jurisdiction FiledMay 1st, 2019This Coverdell Education Savings Account Summary Disclosure (“Coverdell ESA Summary Disclosure”) is intended to provide you with an understandable summary of the significant provisions and rules of the Coverdell Education Savings Account Custodial Agreement (“Coverdell ESA Custodial Agreement”) that affect your rights and responsibilities for the Coverdell Education Savings Account (“Coverdell ESA Account”) created by the Coverdell ESA Custodial Agreement. In addition to this Coverdell ESA Summary Disclosure, you should carefully read the following additional disclosure materials: the Coverdell ESA Custodial Agreement, the "Terms and Conditions" on the signature page of the Coverdell Education Savings Account Adoption Agreement (“Coverdell ESA Adoption Agreement”), and the prospectus applicable to each Mutual Fund that is an Eligible Investment in which contributions to the Coverdell ESA Account will be invested.
DOMINI IMPACT INVESTMENTSDelaware • April 29th, 2019
Jurisdiction FiledApril 29th, 2019• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian.
Firsthand FundsDelaware • April 24th, 2019
Jurisdiction FiledApril 24th, 2019• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian. “Coverdell ESA” means a Coverdell Education Savings Account that satisfied the requirements of Code Section 530.
Firsthand FundsDelaware • April 24th, 2019
Jurisdiction FiledApril 24th, 2019• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian. “Coverdell ESA” means a Coverdell Education Savings Account that satisfied the requirements of Code Section 530.
PRIVACY NOTICE 22Delaware • April 22nd, 2019
Jurisdiction FiledApril 22nd, 2019• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian.
Meridian Fund, Inc.Delaware • April 12th, 2019
Jurisdiction FiledApril 12th, 2019• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian.
Meridian Fund, Inc.Delaware • April 12th, 2019
Jurisdiction FiledApril 12th, 2019• Privacy Policy of the Custodian which together constitute a binding agreement between the Contributor and the Custodian.