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CESA Procedures Manual
available in software or printed format

CWF's Coverdell Education Savings Account (CESA) Procedures Manual will help you operate with the most current rules. A valuable resource to you and your staff:
  • Beginning with a definition and explanation of what a CESA is, CWF's CESA Procedures Manual progresses systematically through the many steps in administrating a CESA. The manual addresses problem situations and offers solutions.
  • This CESA Procedures Manual provides IRA personnel with clear, well-organized information on how the properly document transactions such as opening an account, transferring or rolling over a CESA, making IRA distributions and much more.
  • The manual explains when a form must be used, what must be completed, and why it must be completed. Examples of forms are provided, as well as up-to-date information on CESA rules.
  • CWF's CESA Procedures Manual is a comprehensive resource you can use to train new personnel and instruct them in the many of the basic rules governing CESAs.
  • The IRS has issued reporting form for CESA's - Form 1099-Q and Form 5498-ESA. This manual has copies and instructions for both.
Manual Chapters
  • An Overview
  • Steps to Properly Establish a CESA
  • Investing CESA Contributions & Prohibited Transactions
  • CESA Amendments
  • Administer Contributions & Year-End Reporting
  • Tax Benefits and Taxation of Distributions
  • Additional CESA Taxes
  • Administering Distributions
  • Electronic IRS Filing Requirements for CESAs
  • IRS Publication 970

 

 

 

 

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