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Use this form to establish an Invesco Coverdell Education Savings Account (Coverdell ESA) with Invesco Trust Company (ITC) as custodian.

Use this form for an existing Invesco Coverdell ESA to:

• Change the designated beneficiary.
• Replace the responsible individual.
• Change the death beneficiary.

Use this form to transfer assets from an existing Coverdell Education Savings Account (Coverdell ESA) with another institution to an Invesco Coverdell ESA.

Use this form to request a distribution from an Invesco Coverdell ESA.