Applications for Coverdell Education Savings Account (ESA)


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These first three forms will get you started. Click on the links below to open the form, fill them out, print and sign them.

If this is your first Coverdell ESA with Provident, complete this Coverdell ESA Custodial Application Packet. This is a one-time requirement.
Use this Coverdell ESA Direct Transfer Form to transfer your existing ESA from another financial institution to Provident Credit Union.

Please include the latest statement from the financial institution where you currently have your IRA.
Use this Coverdell ESA Contribution Direction Form to tell us what year contribution you are making. (Example: You can make contributions for 2009 until April 15, 2010, and you can begin contributing for 2010 beginning January 1, 2010 – April 15, 2011. Complete one form for each year).
See Also: If you are not a Provident member, you are required to complete and include a membership application:

Additional ESA Forms

Other forms are available to make changes to existing ESAs. Click on the ESA form(s) you need, to open it in a new window, where you can complete, save, and print it.

The "PDF" applications can be completed either before or after printing them. Please sign your form(s) and mail with your initial deposit to:

Provident Credit Union
Attn: Account Services
303 Twin Dolphin Drive
Redwood City, CA 94065-1409

Or, bring your completed application to any Provident Credit Union branch.

Or, you can fax your application(s) to (650) 508-0619, ATTN Account Services (if using Automatic Transfer or Direct Deposit).

Using These Forms

These "PDF" applications require the Adobe Acrobat Reader plug-in, which is available free from Adobe. Or, you may also receive an application by stopping by or calling one of our branches, or sending us an e-mail requesting that we mail you an application.


(800) 632-4600

More phone numbers on Contacts page


For electronic payments: More Info

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Membership Required

You must be a member of Provident Credit Union before you can apply for any Provident Credit Union accounts or loans. If you are not a member, please see Membership Information or call (650) 508-0300 or (800) 632-4600, for further information.