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P.O. BOX 13584, Denver, CO 80201 8774858586 www.cullenfunds.com COVERALL EDUCATION SAVINGS ACCOUNT TRANSFER OF ASSETS Retail Class SECTION 1: Responsible Individual SECTION 4: Investment Instructions
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Com Coverdell Education Savings is a type of savings account designed to help families save for qualified education expenses.
Individuals who want to save for a child's education expenses can open and contribute to a Coverdell Education Savings Account.
To fill out a Coverdell Education Savings Account, one must provide personal information, allocate funds to specific investments, and designate a beneficiary.
The purpose of a Coverdell Education Savings Account is to save for qualified education expenses, such as tuition, books, and fees.
Information such as contributions, earnings, withdrawals, and changes in the account must be reported on a Coverdell Education Savings Account.
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