IRA Forms & Documents

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. Three-part, one-sided, black ink, 8 1/2 x 11.


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