Educations Savings Accounts
EDUCATION SAVINGS ACCOUNTS

While most parents expect their children to attend college, research shows that only one-third expect to be prepared to pay for their education. If you start early enough and are disciplined in your investment approach, you may reach your goal saving small amounts regularly over the long term. 

Applications
Coverdell Education Savings Account (ESA)
An account which can be set-up by an individual or business to save, potentially tax-free, for a minor’s education expenses.
Download Application   Download Prospectus   Download Disclosure

Uniform Gifts to Minors Act (UGMA) Account &
Uniform Transfers to Minors Act (UTMA) Account
Acts that allow minors to own property such as securities. For parents, grandparents or anyone who would like to set up an investment account for a minor.
Download Application   Download Prospectus 
 
Request an Investment Kit
Visit Education Savings Plans for more information.


CONTACT US
Our in-house team is available 8:30 a.m. to 5:00 p.m. EST, M-F.
Call (800) 932-3271 or E-mail info@famfunds.com