Open a Coverdell Education Savings Account
You have selected to open a Pax World Coverdell Education Savings Account (ESA). Before completing the Coverdell ESA account application, please read the Prospectus and the Agreement carefully and then choose one or more of the Pax World investment options. Investors may contribute to mutual funds for their Coverdell ESA accounts using either the Investor or Class A shares.
- Coverdell Education Savings Account Agreement
- Coverdell Education Savings Account Application – Investor Class,
- Coverdell ESA Account Application – Class A
Upon receipt of your completed application and initial contribution, Pax World will mail you a confirmation with your account number and the number of shares purchased. If you have any questions, or need assistance completing the Coverdell Education Savings Account Application, please contact Shareholder Services at 800.372.7827, Monday through Friday from 8:00am-6:00pm Eastern Time.
Important Notice for Investors:
All accounts in Class A shares, which are available in the ESG Beta Quality, Small Cap, High Yield Bond and Global Environmental Markets funds must be opened through an investment advisor, approved broker/dealer or other financial intermediary.