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.
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.
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.
Broker/dealer change form
Use this form to authorize the change of the broker/dealer or Registered Investment Advisor (RIA) listed on your Scholar's Edge account.
Employer group form
Complete this form if you are a financial professional helping a client establish 529 as an employer benefit.