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How to fill out the GFCES 903 online
The GFCES 903 form is essential for establishing a Coverdell Education Savings Account. This guide provides clear and supportive instructions on filling out the form online, ensuring users of all backgrounds can navigate the process effectively.
Follow the steps to complete your GFCES 903 form online
- Click the ‘Get Form’ button to obtain the form and access it in the online editor.
- In Section 1, enter the beneficiary information, including their first and last name, social security number, mailing address, city, state, zip code, date of birth, and daytime telephone number. If the beneficiary has special needs, check the appropriate box.
- Proceed to Section 2 to provide information about the responsible individual. This includes inputting their first name, last name, date of birth, social security number, address, city, state, zip code, and telephone number. Ensure the responsible individual is a parent or legal guardian.
- If applicable, fill out Section 3 by entering the donor's information, including name, date of birth, social security number, address, and telephone number. This section should be completed if the donor is not the responsible individual.
- In Section 4, specify the type of education savings account. Indicate whether it is an annual contribution, a rollover from an existing account, or a transfer of assets from another education savings account. Check the appropriate box to indicate the beneficiary's relationship, if necessary.
- Fill out Section 5 by listing the Gabelli funds you wish to invest in and indicate the tax year, if applicable. Remember that the maximum annual contribution limit is $2,000 per child.
- In Section 6, ensure that all required signatures are provided. The responsible individual and donor must sign and date the form. Review the acknowledgments to confirm that they have read and understood the related documents.
- Finally, save your changes within the document, and proceed to download, print, or share it as needed for submission.
Start filling out your GFCES 903 form online today to establish your Coverdell Education Savings Account.
Filing form 503 in Texas can be done efficiently through GFCES 903. Access the form via our website and fill it out with the required information. Make sure all sections are completed accurately, as this will facilitate smooth processing. After reviewing your form, submit it online for quick handling by the appropriate authorities.
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