Content library

Content library

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

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Infographics

How to Thrive While Remote Learning

Creating an environment that's primed for learning can help your family stay on track with education goals. Follow these helpful tips!

Brochures

How to Maintain Your Family's Wellness During Unprecedented Times

Bookmark this guide full of resources to help your family stay well during times of change.

Presentations

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.

Presentations

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.

Presentations

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.

Presentations

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.

Presentations

Saving for Your Children's Future

A general overview of education costs, 529 plans and why Scholar's Edge may be right for you.

Forms

Enrollment Form

Use this form to open a new Scholar's Edge 529 account.

Forms

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.

Forms

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.

Forms

Payroll Direct Deposit Form

Use this form to start, change, or stop payroll direct deposit instructions on your existing Scholar's Edge account(s).

Forms

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.