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 Authorization/Power of Attorney

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).

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Scholar's Edge Withdrawal Request Form

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.

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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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