Security Service Coverdell Education Savings Account (ESA)

Save for qualified education expenses while your deposits grow tax-free with a Coverdell ESA.

Coverdell ESA

A Coverdell ESA is a tax-advantaged savings account for higher education expenses or qualified elementary and secondary education expenses. Contributions to this type of education savings account are not tax-deductible, but deposits grow tax-free until the money is used.

Or apply at a Security Service Federal Credit Union location near you or by calling 1.800.451.2543.

Already have an IRA?

If you need to make a change or process a transaction to your Coverdell ESA account, click on the appropriate form below.

Start a New Coverdell ESA Account :
Use this form to start a new Coverdell ESA account.

Coverdell ESA Withdrawal :
Use this form to withdrawal funds from your ESA account.

Coverdell ESA Contribution :
Use this form to add funds to your ESA account.

Not a Security Service Member?

There are thousands of ways to qualify for membership.

Find out if you qualify in the first step of the application or stop by one of Security Service's branches in Colorado, Texas, and Utah.

Must meet membership requirements and must open and maintain a Security Service Savings account (either a Security Service Basic Savings Account or a Youth Savings Account) with a $5 balance.

For additional details, refer to All About Your Security Service Consumer Accounts, Truth in Savings Disclosure, Mastercard Guide to Benefits for Debit Card Holders and Fee Schedule for Consumer Accounts.