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.

Scholar's Edge 529 General Certificate

Scholar's Edge 529 General Certificate

This general certificate can be used for any occasion where you give the gift of a Scholar's Edge 529.

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Scholar's Edge Agent Certification Form

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.

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Scholar's Edge Entity Enrollment Form

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.

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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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