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COVERALL ESA DISTRIBUTION FORM 1. ESA Beneficiary Information NAME: Account #: ADDRESS: CITY: STATE: ZIP: D.O.B: Telephone Number: S.S. #: FUND: VALUE dividend focus SMALL CAP Name of responsible

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What is custodial education savings account?

A custodial education savings account (ESA) is a type of savings account designed to help families save for a child's future education expenses, including tuition for K-12 and higher education.

Who is required to file custodial education savings account?

Typically, the custodial parent or guardian of the minor who benefits from the custodial education savings account is required to file.

How to fill out custodial education savings account?

To fill out a custodial education savings account, you need to provide the child's Social Security number, your personal information as the custodian, and any contributions made to the account. You may also need to complete specific forms from the financial institution managing the account.

What is the purpose of custodial education savings account?

The purpose of a custodial education savings account is to encourage and facilitate saving for educational expenses by providing tax advantages to families.

What information must be reported on custodial education savings account?

Information that must be reported typically includes the total contributions, the earnings on those contributions, the child's Social Security number, and any distributions taken from the account.

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