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Cover dell Education Savings Account Application and Adoption Agreement New Covenant Funds Attn: Shareholder Services P.O. Box 701 Milwaukee, WI 53201-0701 Page 1 of 2 Instructions for completing
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How to fill out coverdell education savings account

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How to fill out Coverdell Education Savings Account:

01
Gather necessary documents: To fill out a Coverdell Education Savings Account, you will need your social security number, taxpayer identification number, and proof of identity.
02
Choose a provider: Research different financial institutions that offer Coverdell Education Savings Accounts and select the one that best fits your needs.
03
Open an account: Contact the chosen provider and start the process of opening a Coverdell Education Savings Account. This typically involves completing an application form and providing the required documentation.
04
Determine the beneficiary: Decide who will be the beneficiary of the account, which is the student who will receive the funds for education expenses. It could be your child, grandchild, or any other eligible individual.
05
Set a contribution plan: Determine how much money you plan to contribute to the account regularly. It's important to consider the contribution limits set by the IRS for Coverdell Education Savings Accounts.
06
Fund the account: Once the account is open, you can start depositing money into it. You can contribute cash, checks, or any other acceptable form of payment.
07
Monitor and manage the account: Keep track of the account balance and investment performance regularly. Adjust the contribution amount or investment strategy if necessary to ensure the account is growing as desired.
08
Withdraw funds for education expenses: When the beneficiary incurs eligible education expenses, you can make withdrawals from the Coverdell Education Savings Account to cover these costs. Ensure you follow the IRS guidelines regarding qualified expenses.
09
Report contributions and withdrawals: On your annual tax return, report the contributions made to the Coverdell Education Savings Account but not the withdrawals used for qualified education expenses.
10
Keep good records: Maintain accurate records of all contributions, withdrawals, and education expenses related to the Coverdell Education Savings Account for future reference and tax purposes.

Who needs a Coverdell Education Savings Account:

01
Parents or guardians who want to save for their child's education expenses.
02
Grandparents or other relatives who wish to contribute towards a child's education fund.
03
Individuals who want to take advantage of the tax-free growth and tax-free withdrawals for qualified education expenses offered by the Coverdell Education Savings Account.
04
Those who want more control over their education savings and investment decisions compared to other college savings plans.
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A Coverdell Education Savings Account (ESA) is a tax-advantaged account used to save for qualified education expenses.
The account owner is required to file a Coverdell Education Savings Account.
To fill out a Coverdell Education Savings Account, you need to provide information about the account owner, beneficiary, contributions, and qualified expenses.
The purpose of a Coverdell Education Savings Account is to save for educational expenses, such as tuition, books, and supplies.
The information that must be reported on a Coverdell Education Savings Account includes contributions, withdrawals, and qualified education expenses.
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