Content Library

Content Library

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

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Forms

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.

Forms

Transfer Form

Use this form if you are transferring to a different Account Owner or Beneficiary.

Forms

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.

Forms

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.

Forms

Employer Group Form

Complete this form if you are a financial professional helping a client establish 529 as an employer benefit.

Forms

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.

Forms

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).

Certificates

Scholar's Edge 529 Birthday Certificate

Celebrate another year older with a gift they won't outgrow.

Certificates

Scholar's Edge 529 New Baby Certificate

Celebrate a new arrival with a focus on their future.

Certificates

Scholar's Edge 529 Graduation Certificate

Celebrate their future with a gift toward their future.

Certificates

Scholar's Edge 529 Holiday Certificate

Celebrate the holidays with the gift that keeps giving.

Certificates

Scholar's Edge 529 Customizable Certificate

This customizable certificate provides the gift of education savings for any occasion.