CESA Organizers

Save time and money by using a document that combines several forms into one. The CESA Organizer is available for custodial, trust, or self-directed accounts, and a credit union-specific version is available. The Organizer helps you collect necessary information about your account owner, and it supplies the IRS model Form 5305-E or Form 5305-EA to officially establish a CESA. The Organizer includes required disclosure statements and financial projections, and it helps you document your account owners' beneficiary designations and accept the initial contribution.