Resource Finder
Saving for your children's future
A general overview of education costs, 529 plans and why Scholar's Edge may be right for you.
Rollover form
Complete this form to initiate a direct rollover from another 529 college savings plan (529 plan) or an Education Savings Account ("ESA") to an existing account in Scholar's Edge.
Direct Rollover Out to Roth IRA Form
Complete this form to initiate a direct rollover of assets from your Scholar’s Edge Account to an existing Roth IRA account established for the benefit of the Beneficiary.
Entity enrollment form
Use this form to open a Scholar's Edge 529 account for a trust account, business entity, scholarship, non-profit or government entity.
Payroll direct deposit form
Use this form to start, change, or stop payroll direct deposit instructions on your existing Scholar's Edge account(s).
Beneficiary change form
Use this form if you are transferring all or part of the balance in the account to a different Beneficiary.
Change of investment form
Use this form to request one of your twice per calendar year investment option changes or to change your future contribution allocations.
Account features form
Use this form to add, change, or delete recurring contributions, bank information, and Systematic Withdrawal Program (SWP) to your Scholar's Edge account.
Withdrawal request form
Use this form to request a full or partial qualified withdrawal, non-qualified withdrawal or indirect rollover from your Scholar's Edge account.
Transfer form
Use this form if you are transferring to a different account owner or beneficiary.
Profile change form
Use this form to change: your name, address, phone number, email address, successor account owner, beneficiary information, interested party information or trusted contact person information.