Get Coverdell Education Savings Distribution Request Form

Filling out the Coverdell Education Savings Distribution Request Form online can be a straightforward process when you understand each step. This guide will walk you through filling out the form, ensuring you provide all necessary information efficiently.

Follow the steps to complete the form accurately.

1. Press the ‘Get Form’ button to access the Coverdell Education Savings Distribution Request Form and open it in the editor.
2. Begin by filling out the beneficiary information. Include the beneficiary's first name, middle initial, last name, street address, social security number, date of birth, city, state, and ZIP code. If there is a new address, check the appropriate box.
3. Indicate the type of distribution by checking only one box. Options include qualified education expenses, non-qualified expenses, distribution due to disability, or distribution due to the death of the beneficiary. Refer to the Distribution Guide for more details.
4. Specify the distribution amount. Indicate either the number of shares to withdraw or the dollar amount you wish to distribute. You may choose multiple funds for this distribution.
5. If you have chosen the electronic funds transfer option, fill out the bank information for the transaction. This includes bank name, ABA routing number, and account number. Indicate whether this bank information should be stored for future transactions.
6. Complete the certification section where the responsible individual must sign and date, certifying the accuracy of the provided information. Make sure to provide a daytime phone number for any follow-up.

Complete your Coverdell Education Savings Distribution Request Form online today to ensure a smooth distribution process.