CESA Custodial Booklet Set Form # 40-CE

Purpose of Form: Booklet to open all Custodial Coverdell ESAs. This plan agreement booklet set includes beneficiary provisions, disclosure statement, financial disclosures as well as thorough instructions. This application is a 2-part form that includes financial projections on the reverse side.

This form can be imprinted. Call 800-346-3961 for details.

Package contains 25 forms. Call for quantity pricing or for imprint orders.

CESA Trust Booklet Set Form # 41-CE

Purpose of Form: This set offers the same features as the #40-CE and provides the appropriate language for opening a "trust" plan. (In case of a trust, the financial projection is used only when the intitial Coverdell ESA investment is one whose earnings can be reasonably projected.) For those institutions choosing to offer trust plans, The CWF #41-CE makes plan opening easy.

This form can be imprinted. Call 800-346-3961 for details.

Package contains 25 forms. Call for quantity pricing or for imprint orders.

CESA Custodial Self-Directed Booklet Set  Form # 42-CE

Purpose of Form: Many financial institutions are finding the self-directed CESA the best way to offer the most competitive investment options, for those customers willing to accept greater risk for greater earnings potential. The same easy-to-use features found in the #40-CE and #41-CE Forms are combined with expanded document language covering investments, commissions, fees, financial projections and other regulatory provisions, to make the #42-CE a superior choice for opening self-directed CESA plans.

This form can be imprinted. Call 800-346-3961 for details.

Package contains 25 forms. Call for quantity pricing or for imprint orders.