CHANGE OF ACCOUNT INFORMATION 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the current designated beneficiary’s name and address. Ensure accuracy as this information is crucial for identification.
3. Fill in the Social Security Number and Date of Birth of the current beneficiary. This helps verify their identity.
4. Next, provide the Coverdell ESA trustee’s or custodian’s name and address, along with their home phone number for contact purposes.
5. Indicate the Coverdell ESA Account Identification and include the trustee’s or custodian’s phone number for any follow-up inquiries.
6. Designate primary and contingent death beneficiaries by filling in their names, addresses, Social Security Numbers, dates of birth, and relationships to the designated beneficiary. Specify whether they are primary or contingent beneficiaries.
7. Complete the signature section to certify your authority to make these changes. Include dates for both your signature and that of the custodian.

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