This form is used to authorize the transfer of ESA funds from an existing trustee/custodian to an ESA with your organization. It contains an acceptance section, in which the receiving ESA trustee/custodian agrees to accept the transferred assets for deposit to an ESA. It also gathers all of the necessary information of the designated beneficiary and the responsible individual. Imprinting includes up to 4 lines of type (black ink). Three-part, one-sided, black ink, 8 1/2 x 11.
This form is used to authorize the transfer of ESA funds from an existing trustee/custodian to an ESA with your organization. It contains an acceptance section, in which the receiving ESA trustee/custodian agrees to accept the transferred assets for deposit to an ESA. It also gathers all of the necessary information of the designated beneficiary and the responsible individual. Imprinting includes up to 4 lines of type (black ink). Three-part, one-sided, black ink, 8 1/2 x 11.