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Tax Center

IRA and Coverdell ESA Disclosure Statement and Custodial Agreement

The Disclosure Statement and Custodial Agreement is designed to provide you with an overview of Individual Retirement Account (IRA) and/or a Coverdell Educational Savings Account (ESA) including tax benefits and considerations, as well as contribution and distribution rules.

The first part of each document includes the disclosure statement required by the Internal Revenue Service for the specific type of accounts listed below. The disclosures will explain the basic rules and tax considerations you should understand if you adopt an IRA and/or Coverdell ESA. The second part of the document includes the Custodial Agreement. Use the links below to view the Disclosure Statement and Custodial Agreement of the specific type of account.