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COVERALL EDUCATION SAVINGS ACCOUNT APPLICATION DESIGNATED BENEFICIARY NAME AND ADDRESSCOVERDELL ESA CUSTODIANS NAME, ADDRESS AND PHONE TMI Trust Company Operations Center 1100 Abernathy Road, Ste.

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How to fill out coverdell esa withdrawal authorization

01

To fill out a Coverdell ESA withdrawal authorization form, follow these steps:

02

Gather all the required information and documents, including your account details, beneficiary details, and withdrawal instructions.

03

Download or obtain a copy of the withdrawal authorization form from your Coverdell ESA provider.

04

Fill in your account information, including your account number and contact information.

05

Enter the beneficiary's details, including their name, date of birth, and Social Security number.

06

Specify the withdrawal amount and provide instructions on how the funds should be disbursed.

07

Review the completed form for accuracy and sign it.

08

Submit the form to your Coverdell ESA provider as per their instructions.

09

Retain a copy of the completed form for your records.

Who needs coverdell esa withdrawal authorization?

01

Anyone who has a Coverdell Education Savings Account (ESA) and wishes to make a withdrawal from it needs a Coverdell ESA withdrawal authorization form. This includes individuals who want to use the funds for qualified education expenses or transfer the funds to another eligible account.

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