Education and Custodial Account Applications
To open an education or custodial account, download the appropriate PDF application and/or transfer forms from the links below. Use these applications to invest for anyone under 18 to help them save for college responsibly. If you would like, we can also send you an application by mail. You can also open an account online*.
Coverdell Education Savings Accounts (ESAs)
Open a new Coverdell ESA: Coverdell ESA Application and Adoption Agreement
Transfer assets from a non-Domini Coverdell ESA to a new or existing Domini Coverdell ESA (If transferring to a new Coverdell ESA, you must attach a Coverdell ESA Application): Coverdell ESA Transfer of Assets Form
UGMA/UTMA (Custodial) Accounts
Open a new UGMA/UTMA (custodial) account: New Account Application for Individuals (Fill out Part B of Section 1)