Form 5498-ESA

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Coverdell ESA contribution information (Mailed in June)

Form 5498-ESA reports contributions made to your Coverdell education savings account (ESA).

Your Questions Answered

Submit a new, completed W-9 form to Invesco.

The deadline for making a contribution is normally April 15. The deadline is regulated by the IRS and designed to give investors additional time for making contributions.

Note: For information regarding an extension of the deadline due to presidential proclaimed disasters and military service, visit the IRS website at irs.gov.

Contributions cannot be made after the designated beneficiary reaches age 18, unless the designated beneficiary is considered a special needs individual.