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COVERDELL ESA DIRECT TRANSFER INSTRUCTIONS FORM 2525E Please Print or Type TO Current Coverdell ESA Fiduciary Account Number at Current Institution Mailing Address of Current Coverdell ESA Fiduciary Name of Designated Beneficiary of Distributing ESA First Initial Last Social Security Number Please liquidate and transfer from the Coverdell ESA you are maintaining on behalf of the designated beneficiary named above the amount indicated in the Amount and Timing of Transfer section below to the...
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Gather all the necessary documents and information required to fill out the current Coverdell ESA fiduciary form.
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Who needs current coverdell esa fiduciary?

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Individuals who are designated as the fiduciary or responsible party for a current Coverdell ESA account.
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Parents or legal guardians of a minor child who has a Coverdell ESA account.
03
Any individual or entity responsible for managing the financial affairs of a beneficiary who has a current Coverdell ESA account.
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Current coverdell esa fiduciary refers to the individual or entity responsible for managing the Coverdell Education Savings Account (ESA).
The current coverdell esa fiduciary is required to file the necessary forms with the IRS.
To fill out the current coverdell esa fiduciary, the fiduciary must provide accurate information about the management of the ESA account.
The purpose of the current coverdell esa fiduciary is to ensure compliance with IRS regulations and to properly manage the ESA account for educational purposes.
The current coverdell esa fiduciary must report information about contributions, distributions, and account management.
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2013 esa coverdell yyyy 2525e middleton ascensus irc suffix cid fiduciary certify distributing wi payable liquidate attained trustee custodian implement mailing beneficiary organizations successor proceeds defined maintaining identifying

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