Putting their family first since 1991.

COVERDELL EDUCATIONAL SAVINGS FORMS

Forms for your Coverdell Educational Savings account

Coverdell Educational Savings Forms

 

Download the form you need by clicking on the links below. Return the completed form in person at a branch, by fax (415-674-4691), or by mail to:

SF Fire Credit Union

3201 California Street

San Francisco, CA 94118

APPLICATION PACKET

Use this form to open an ESA.

 

To download the PDF, click here

CONTRIBUTION FORM

Use this form to make a contribution to an existing ESA.

 

To download the PDF, click here

BENEFICIARY DESIGNATION OR CHANGE

This form lets you add, change, or remove a beneficiary for your ESA.

 

To download the PDF, click here

CHANGE NOTICE

This form will allow you to document changes to ESA owner information or account status.

 

To download the PDF, click here

ROLLOVER TRANSFER CONTRIBUTION

Are you rolling or transferring your ESA from another institution or employer? Use this form to transfer or rollover funds.

Note: Rollover indicates that you are bringing your ESA from one institution to another without needing a check in hand. Transferring indicates that the funds come from a financial institution in the form of a check that you are presenting.

 

To download the PDF, click here

WITHDRAWAL INSTRUCTIONS

Use this form to provide instruction on ESA withdrawals. Penalties may apply. For information on withdrawals, click here

 

To download the PDF, click here

The total annual contribution limit for 2019 is $2,000

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