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.
Agent certification form
If you are an agent pursuant to a power of attorney document, and you would like to be added as an agent to 529 account(s), please complete this agent certification form.
Agent authorization / power of attorney
Complete this form to designate an individual, corporation, or other entity as your agent with limited or complete authority to act on your Scholar's Edge account(s).
Scholar's Edge 529 birthday certificate
Celebrate another year older with a gift they won't outgrow.
Scholar's Edge 529 new baby certificate
Celebrate a new arrival with a focus on their future.