Introduction to 529 plans
A 529 plan is a tax-advantaged investment vehicle within the United States designed to save for future higher education expenses for a specified beneficiary.
Comprehensive educational savings overview presentation
Use this comprehensive presentation to cover key details of the education landscape, 529 plans, and the benefits of investing with Scholar's Edge.
Scholar's Edge 529 information for investors
Information on the Scholar's Edge 529 Plan and how it may be a good fit for your investment plan.
Help your grandchild's education dream come true with Scholar's Edge
Information on 529 plans that grandparents may find useful in their investment plan.
Saving for your children's future
A general overview of education costs, 529 plans and why Scholar's Edge may be right for you.
Use this form to open a new Scholar's Edge 529 account.
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.
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.