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

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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.


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.


Saving for your children's future

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


Enrollment form

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


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.


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.


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.