Self-Directed Coverdell IRAs
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To open a Self Directed Coverdell ESA, please download PENSCO's IRA Application Kit and IRS Form 5305-EA.
After completing both sets of forms, please return them to PENSCO Trust/ P.O. Box 26903/ San Francisco/ CA/ 94126-6903.
If you experience any difficulty downloading these forms or would like our marketing department to email you a certain form, you may email your request to clients@pensco.com. Thank you!
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Download ReaderMailing Addresses
Regular USPS mail delivery:
- PENSCO Trust Company
- P.O. Box 26903
- San Francisco, CA 94126
Overnight Delivery Only:
- PENSCO Trust Company
- 450 Sansome Street 14th Floor
- San Francisco, CA 94111
Please note: All original forms must be mailed to PENSCO for processing.
However, most investment related documents may be faxed to 415.956.3016
- 30 Penhallow Street Suite 200E, Portsmouth, NH 03801
- 450 Sansome Street, 14th Floor, San Francisco, CA 94111
© 2010 PENSCO Trust Company; PENSCO Inc.