[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-306493-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-306493-en":127},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","coverdell-education-savings-account-application-transfer-form-and-disclosure-documents","Coverdell Education Savings Account - Application, Transfer Form, and Disclosure Documents","","Coverdell Education Savings Account application materials describe how to review required disclosure statements, complete the application for each student, and submit supporting transfer forms when moving assets from an existing Coverdell account. Instructions explain contribution and withdrawal rules, check and payable requirements, and conditions for custodial acceptance when the student is a minor. The package also covers electronic delivery options, identity verification procedures, share class selection, beneficiary designation, and key investment risk notices.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/forms/","Forms",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/coverdell-education-savings-account-application-transfer-form-and-disclosure-documents/306493/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/coverdell-education-savings-account-application-transfer-form-and-disclosure-documents/306493.png","ImageObject",442,249,{"name":42,"@type":43},"Stanford","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-23","2026-09-19",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",9,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What should you review before completing the Coverdell Education Savings Account application?","Question",{"text":63,"@type":64},"Carefully read the Disclosure Statement and the application and prospectus(es) for any funds you are considering. Seek advice from a lawyer or tax advisor if questions arise about financial or tax impacts, and rules for contributions and withdrawals.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What forms are needed when transferring assets from an existing Coverdell account?",{"text":68,"@type":64},"If transferring assets directly from an existing Coverdell Education Savings Account, complete the Transfer of Coverdell Education Savings Account Assets form in addition to the application.",{"name":70,"@type":61,"acceptedAnswer":71},"How are beneficiaries and percentages handled for the account?",{"text":72,"@type":64},"Indicate the designated beneficiary(ies) and the percentages for each, ensuring totals equal 100%. If more than four beneficiaries are listed, use a separate piece of paper, and note that later beneficiary instructions to the custodian can revoke prior designations.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},306493,1791107120,{"code":4,"msg":82,"data":83},"success",[84,89,94,99,104,109,113,118,123],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":90,"doc_module":22,"doc_module_name":25,"category_name":91,"show_sort_weight":92,"slug":93},12,"Resumes",80,"resumes",{"id":95,"doc_module":22,"doc_module_name":25,"category_name":96,"show_sort_weight":97,"slug":98},14,"Invoices",70,"invoices",{"id":100,"doc_module":22,"doc_module_name":25,"category_name":101,"show_sort_weight":102,"slug":103},15,"Posters",60,"posters",{"id":105,"doc_module":22,"doc_module_name":25,"category_name":106,"show_sort_weight":107,"slug":108},16,"Social Media",50,"social-media",{"id":110,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":111,"slug":112},17,40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":4,"slug":126},158,"General","general-158",{"code":4,"msg":82,"data":128},{"doc_id":79,"user_id":129,"nickname":42,"user_avatar":130,"doc_module":22,"category_id":110,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":136,"language":137,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":12,"update_tm":141,"read_time":55},2336477552062,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","Coverdell Education Savings Account:  \nApplication, Transfer Form, and Disclosure Documents  \n1. Read carefully the Disclosure Statement, the Application and the prospectus(es) for any fund(s) you are considering. Consult your lawyer or tax advisor if you have any questions about how opening this account will affect your financial and tax situation, or about the rules for contributions and withdrawals.  \n2. Complete the Coverdell Education Savings Account Application.  \n3. If you are transferring assets directly from an existing Coverdell Education Savings Account, complete the Transfer of Coverdell Education Savings Account Assets form.  \n4. Be sure you have properly completed all necessary forms and enclosed a check for the first contribution to your account (if applicable) . Your investment cannot be accepted without the properly completed documents.  \nAll checks should be payable to DWS Trust Company.  \nIf the Student for whose benefit this account is being opened is a minor under the laws of the Student’s state of residence, acceptance by the Custodian of the contribution is expressly conditioned on the agreement of the Parent as identified in the Custodial Agreement (Form 5305-EA) to be responsible for all requirements imposed on the Student under the documents governing the account, and to exercise the powers and duties of the Student, with respect to the operation of the account, until the Student reaches the age of majority.  \nThe Coverdell Education Savings Account is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, and it is possible for your investment to lose money.  \nIf the Minor’s Social Security number has been applied for but not yet received, please include a copy of the Social Security card application (Form-SS5) .  \nInvestment products offered through DWS Distributors, Inc. Advisory services offered through DWS Investment Management Americas, Inc.  \nInvestment products: No bank guarantee | Not FDIC insured | May lose value  \nCoverdell Education Savings Account Application  \nPlease complete a separate form for each student. If you need help completing this form, please call or visit  \n[www.dws.com](www.dws.com)  \nFor Class A, C or S Shares Call: (800) 728-3337 or e-mail: [service@dws.com](service@dws.com)[ ](service@dws.com)[Only a U.S. citizen or resident alien may open a new account with this application.](Only a U.S. citizen or resident alien may open a new account with this application.)  \nPaperless Options  \nDWS is pleased to offer electronic delivery of fund and account documents. You can receive your DWS Fund account statements, transaction confirmations, tax forms, fund prospectuses, updates, annual and semi-annual reports electronically. Once you receive your New Account Confirmation you can register [at www.dws.com](at www.dws.com) or by downloading the DWS Direct USA mobile app (available for both iOS and Android) using your new account number. Once you consent, an e-mail will be sent notifying you when new fund or account materials are available for viewing online. Please note that no confidential information will be sent via e-mail. Keep in mind that shareholders who adopt electronic delivery are not subject to the annual maintenance fee of $20 per fund account.  \nStep 1 Your financial advisor (Class A and C shares only)  \nNote: Class A and C shares are designed for investors working with a financial advisor. If you do not designate an advisor, sales charges and fees will be paid to DWS Distributors, Inc., the fund’s principal underwriter and distributor.  \nName of Firm  \nAddress of Branch  \nNumber of branch  \nName of advisor  \nNo bank guarantee | Not FDIC insured | May lose value Page 2 of 26  \nStep 2  Provide important account information (*Indicates required field)  \nImportant information about procedures for opening a DWS account:  \nTo help the government fight the funding of terrorism and money laundering activities, federal law requires","cbCainrNCMJG67B8","https://ap.wps.com/l/cbCainrNCMJG67B8","pdf",264117,26,"English","# Coverdell Education Savings Account - Application overview\n## Read disclosure statement and follow contribution rules\n## Complete application and transfer form (if applicable)\n## Payment/check requirements and minor custody conditions\n## Insurance and investment risk notices\n## Social Security card application (if applicable)\n# Paperless options and electronic document delivery\n# Step-by-step application sections\n## Step 1: Financial advisor information (Class A and C)\n## Step 2: Account holder and student information (required fields)\n## Step 3: Select a DWS fund and share class\n## Step 4: Beneficiary designation and percentage allocation","[{\"question\":\"What should you review before completing the Coverdell Education Savings Account application?\",\"answer\":\"Carefully read the Disclosure Statement and the application and prospectus(es) for any funds you are considering. Seek advice from a lawyer or tax advisor if questions arise about financial or tax impacts, and rules for contributions and withdrawals.\"},{\"question\":\"What forms are needed when transferring assets from an existing Coverdell account?\",\"answer\":\"If transferring assets directly from an existing Coverdell Education Savings Account, complete the Transfer of Coverdell Education Savings Account Assets form in addition to the application.\"},{\"question\":\"How are beneficiaries and percentages handled for the account?\",\"answer\":\"Indicate the designated beneficiary(ies) and the percentages for each, ensuring totals equal 100%. If more than four beneficiaries are listed, use a separate piece of paper, and note that later beneficiary instructions to the custodian can revoke prior designations.\"}]","Coverdell Education Savings Account - Application, Transfer Form, and Disclosure Documents | PDF",1789837150]