Literature & Forms | Scholar's Edge

Resources to assist your savings goals

Literature and Forms

Access forms and educational resources to help manage your education savings plans.

If you have recently received a refund of Qualified Expenses from an Eligible Educational Institution due to COVID-19, you can recontribute the proceeds back into your Scholar’s Edge account and may avoid incurring federal income tax or recapture of deductions. Learn more here.

A 529 plan is a tax- advantaged investment vehicle within the United States designed to save for future higher education expenses for a specified beneficiary.

You want to do all you can to help loved ones succeed, and that includes providing a solid education. The Scholar’s Edge 529 plan is a tax-advantaged savings account designed to help families save for that dream.

The Scholar's Edge 529 Plan Enrollment Kit contains materials needed to enroll in the plan, including the Investor brochure, Enrollment forms and the Plan Description. 

529 plans offer many advantages to investors saving for education, including tax-deferred earnings and tax-free qualified withdrawals.

This Plan Description and Participation Agreement describes the terms of your Account with Scholar’s Edge.

Many parents want to save for college but could use a helping hand. A financial advisor can help take the stress and uncertainty out of funding your children’s college education.

Portfolio options to fit your education savings needs. Year of Enrollment, Target Risk and Individual Portfolios.

Fill out this Scholar's Edge 529 certificate and say happy birthday with a 529.

Celebrate a new arrival with a 529 and complete this Scholar's Edge 529 certificate.

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.

Use this form to request one of your twice per calendar year Investment Option changes or to change your future contribution allocations.

Use this form to start, change, or stop payroll direct deposit instructions on your existing Scholar’s Edge account(s).

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).

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 to authorize the change of the Broker/Dealer or Registered Investment Advisor (RIA) listed on your Scholar’s Edge Account.

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

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.

Use this form to open a Scholar’s Edge 529 account for a trust account, business entity, scholarship, non-profit or government entity.

Frequently asked questions

Get answers to frequently asked questions about 529 plans, Scholar's Edge 529, and ways to save for education.

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Contribution Options

Learn about the quick, easy and free ways you (and your family and friends) can contribute to a 529 plan.

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