Content library

Content library

Access literature and forms to help manage your education savings needs.

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Enrollment kit

Scholar's Edge 529 enrollment kit

The Scholar's Edge 529 Plan enrollment kit contains materials needed to enroll in the plan, including the investor brochure, enrollment forms and the plan description. 

Enrollment kit

Scholar's Edge plan description and participation agreement

This plan description and participation agreement describe the terms of your account with Scholar's Edge.

Infographics

Tips for a lifetime of successful savings

Throughout your life, you will have ideal opportunities to save for your goals like retirement and education. Learn how to take advantage of these opportunities when they arise.

Brochures

Scholar's Edge 529 Spanish brochure

¿Por qué invertir en plan 529? Un Plan 529 es una de las mejores maneras de ahorrar para la educación e invertir hoy puede significar más dinero ahorrado para el futuro.

Infographics

Benefits of a 529 plan

See how 529 plans can benefit each generation and potentially help reduce debt.

Brochures

Accelerated gifting with 529 plans

Learn about how accelerated gifting works with 529 plans a part of your estate planning.

Brochures

Education savings checklist for families

Tips for how to have a conversation with kids focused on saving for education costs.

Infographics

How to fund education savings without withdrawals

Learn how to save for education without having to withdraw money from your bank or investment accounts.