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Print Form Denmark Funds Shareholder Services 1 Bank Plaza Wheeling, WV 26003 1-800-864-1013 Cover dell Education Savings Account (ESA) Application THE USA PATRIOT ACT In accordance with the regulations
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How to fill out coverdell application - wesmark
How to fill out Coverdell application - Wesmark:
01
Obtain the Coverdell application form from the appropriate source, such as the website of Wesmark.
02
Fill in your personal information, including your name, address, contact details, and Social Security number.
03
Provide information about the beneficiary of the Coverdell account, such as their name, date of birth, and relationship to you.
04
Indicate the type of account you are opening, such as an individual account or a joint account.
05
Specify the contribution amount you wish to make and the frequency of contributions.
06
Provide banking information, including your bank account number and routing number, for setting up recurring contributions or for direct deposit of funds.
07
Answer any additional questions or provide any required documentation as specified in the application form.
08
Review the completed application form for accuracy and completeness before submitting it.
Who needs Coverdell application - Wesmark:
01
Parents or legal guardians who want to invest in their child's education.
02
Individuals who want to take advantage of tax-free growth and withdrawals for qualified education expenses.
03
Those who are looking for a flexible and versatile savings option that can be used for various education-related expenses, such as tuition, books, and supplies.
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