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Este formulario debe ser completado por el individuo responsable del Coverdell ESA o el beneficiario por muerte. Se utiliza para autorizar la retirada de fondos de una cuenta Coverdell ESA, proporcionando información relevante sobre el beneficiario designado, el fideicomisario o custodio, y el motivo de la retirada.
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How to fill out coverdell esa withdrawal authorization

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How to fill out coverdell esa withdrawal authorization

01
Obtain the Coverdell ESA withdrawal authorization form from your financial institution or the plan provider.
02
Fill in your personal information, including your name, address, and account number.
03
Specify the amount you wish to withdraw from your Coverdell ESA.
04
Indicate the specific educational expenses for which the withdrawal is intended.
05
Provide the beneficiary's information, including their name and relationship to you.
06
Sign and date the form to authorize the withdrawal.
07
Submit the completed form to your financial institution or plan provider as instructed.

Who needs coverdell esa withdrawal authorization?

01
Individuals who want to withdraw funds from a Coverdell Education Savings Account to pay for qualified educational expenses for a designated beneficiary.
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A Coverdell ESA withdrawal authorization is a document or form that allows the account holder to request and approve the withdrawal of funds from a Coverdell Education Savings Account for qualified education expenses.
The account holder of the Coverdell ESA is required to file the withdrawal authorization when they wish to withdraw funds for qualified education expenses.
To fill out the Coverdell ESA withdrawal authorization, the account holder must provide their personal information, account details, the amount to be withdrawn, and specify the qualified educational expenses for which the funds will be used.
The purpose of the Coverdell ESA withdrawal authorization is to officially document the request for the withdrawal of funds to ensure they are used appropriately for educational purposes, in compliance with IRS regulations.
The information that must be reported includes the account holder's name and details, the amount requested for withdrawal, the purpose of the withdrawal tied to educational expenses, and any relevant tax identification numbers.
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