Thank you for opening an ESA. Please complete the following steps in order to ensure your ESA is established accurately and efficiently:
Non-Members: Please complete the New Membership and Services Application [PDF] for the child to open a savings account with $25 or more (establishes the child’s membership), and a Coverdell ESA (write “ESA” in the “Other” blank under the Account Type section). Then complete the Coverdell ESA Trust Application below, leaving your account number blank.
Members:
Complete the appropriate form: Coverdell ESA Trust Application [PDF]
| Bring your completed applications to any Elevations branch location or mail them to the following address:
Attn: Operations Administration |