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literature and forms

Education & Custodial Accounts

With the escalating costs of tuition and other education-related expenses, investing early for a child’s education can make a big difference. Click on the Education Savings Account kit below to learn more about the advantages and eligibility requirements of different accounts. Or select the account application if you’re ready to begin investing now.

Coverdell Education Savings Account (ESA)

A Coverdell ESA is designed to help parents or others fund a child’s education. Contributions to a Coverdell ESA are taxed, but the investment earnings are not when used to pay education expenses.

UGMA/UTMA Custodial Account

Usually opened for a minor child, custodial accounts allow a parent or other custodian to buy and sell shares of Wasatch Funds on the beneficiary’s behalf.

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