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Content library

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

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Brochures

Saving for education: A new parent checklist

Start your child's education savings journey with confidence using this savings checklist for new parents and enjoy peace of mind.

Brochures

The benefits of 529s for grandparents

The benefits of 529s for grandparents: Grandparents have more opportunities than ever before to maximize the financial contributions they make to their grandchildren’s education. Here are four ways to integrate 529 plans into your financial plan.

Brochures

Achievement starts early

New or soon-to-be parents face many competing demands. Here are six reasons why it’s important to start saving early for education and how doing so keeps goals on track.

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

Direct Rollover Out to Roth IRA Form

Complete this form to initiate a direct rollover of assets from your Scholar's Edge Account to an existing Roth IRA account established for the benefit of the Beneficiary.

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

Beneficiary change form

Use this form if you are transferring all or part of the balance in the account to a different Beneficiary.

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.

Forms

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.

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.