CESA Contribution Form 54-CE

Purpose of Form: Form to be used for CESA contributions, certifying that the contribution complies with the contribution rules.

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 or Self-Directed Contribution Form # 54-CESD

Purpose of Form: Recommended contribution form for contributions to a trust or self-directed CESA.

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

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

Instructions & Authorization to Transfer CESA Funds  Form # 56-CE

Purpose of Form: Form to be used to transfer funds from one CESA to another CESA.

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

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

Certificate of Disability for CESAs  Form # 57-DE

Purpose of Form: This form provides certification that a distribution from an CESA is exempt from the 10% premature withdrawal penalty because the Designated Beneficiary is considered to be disabled under the requirements of Code section 72(m)(7).

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

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

CESA Distribution Form # 57-CE

Purpose of Form: This form documents all CESA distributions.

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

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

CESA Self-Directed or Trust Distribution Form # 57-CESD

Purpose of Form: This form documents all CESA Self-Directed or Trust distributions.

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

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

Change in Designated Beneficiary Form # 61-CE

Purpose of Form: Form to be completed by the Depositor or Responsible Individual to direct the custodian/trustee regarding a change in Designated Beneficiary.

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

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

CESA - Naming an Inheriting Designated Beneficiary Form # 62-CE

Purpose of Form: The purpose of this form is to allow the designation of an inheriting beneficiary to an CESA. When the law was first written, it was unclear as to whether or not an inheriting benficiary could be designated; the general consensus was that you could not designate an inheriting beneficiary. The law has now changed to allow such designation.

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

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

CESA - Change in Responsible Individual # 63-CE

Purpose of Form: The purpose of this form is to allow the designation of an inheriting beneficiary to an CESA. When the law was first written, it was unclear as to whether or not an inheriting benficiary could be designated; the general consensus was that you could not designate an inheriting beneficiary. The law has now changed to allow such designation.

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

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

CESA Certification for Rollover to a CESA  Form # 65-CE

Purpose of Form: Form to be used to certify that this contribution is an eligible rollover contribution.

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

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

Withdrawal of 2007 Excess Contribution from a CESA  Form # 67-CE

Purpose of Form: This form explains the rules and documents that accountholder's request for withdrawal of a 2007 excess contribution from a CESA.

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

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