Financial Professional 529 Enrollment Resources | Scholar's Edge

For your clients: a gift across generations.

Enrollment Resources

As a financial professional, your goal is to assist your clients in saving for their goals and stages of life. Often, your clients' lives include children, followed by grandchildren, providing you with the opportunity to help your clients with education savings, legacy goals, and estate planning.

The Scholar's Edge 529 Plan enrollment kit is available to you and your clients

Send information on the Scholar's Edge 529 Plan directly to your clients.

Start email

Explore a PDF copy of our enrollment kit for more information.

Download

Rollover your client's 529 plan to the Scholar's Edge 529 Plan

Help clients with investment changes

Explore investment options

Literature & forms

Need assistance?

Click here to reach our Scholar's Edge 529 specialists by email

Contact Ascensus Dealer Services at 877-486-9279, Monday through Friday from 8:00 a.m. to 4:00 p.m. ET.

Or contact your dedicated Principal sales team at 800-787-1621, Monday through Friday from 9:00 a.m. to 8:00 p.m. ET.

Why Scholar's Edge?

Investments

Resources