Content library

Content library

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

Resource Finder

Filters

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 describes the terms of your account with Scholar's Edge.

Brochures

Accelerated Gifting with 529 Plans

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

Brochures

Scholar's Edge 529 Portfolio Options

View year of enrollment, target risk and individual portfolios.

Brochures

Scholar's Edge 529 for Account Owners

Learn why Scholar's Edge can help with your 529 education savings needs.

Brochures

Tax Benefits by State

Learn the tax advantages for 529 plans in your state.

Infographics

Benefits of a 529 Plan

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

Brochures

Education Savings Checklist for Families

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

Infographics

Benefits of Using a Financial Professional for 529 Plans

Financial Professionals can help your family reach your education savings goals, working with your unique financial situation.