Right Click and Save As to your computer: Download the Coverdell ESA Starter Kit

Forms and Requests Received Will be Processed in 24-48 hours of Quest Receiving the Form.

Submit Your Starter Kit: newaccounts@questira.com or by fax to any office.
NOTE: You must still mail the originals to any office.

[PDF] DOWNLOAD ESA STARTER KIT
[PDF] DOWNLOAD (5305) CUSTODIAL AGREEMENT

This Kit Contains:

  • Application checklist
  • Fee Schedule
  • Credit Card Authorization Form
  • Adoption Agreement
  • Rollover/Direct Rollover Form
  • Transfer Form
  • Interested Party Designation Form
  • Limited Power of Attorney Form
  • Custodial account agreement (5305) for your records

[Click to download the Coverdell Education Savings Account Starter Kit]