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T: 602.899.9396 www.directedira.comCoverdell ESA Contribution Designation IMPORTANT INFORMATION This form is to be used for a new contribution to a Cover dell ESA. To initiate the contribution, funds

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What is coverdell esa contribution designation?

A coverdell ESA contribution designation is a form used to indicate the purpose of contributions made to a Coverdell Education Savings Account.

Who is required to file coverdell esa contribution designation?

Anyone who makes contributions to a Coverdell Education Savings Account is required to file a contribution designation form.

How to fill out coverdell esa contribution designation?

To fill out a coverdell ESA contribution designation, you need to provide information about the contributor, the account owner, and the beneficiary of the account.

What is the purpose of coverdell esa contribution designation?

The purpose of the coverdell ESA contribution designation is to specify whether the contributions are for educational expenses or for other purposes.

What information must be reported on coverdell esa contribution designation?

The coverdell ESA contribution designation must include the name of the contributor, the account owner, the beneficiary, the contribution amount, and the purpose of the contribution.

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