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.

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

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

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 Scholar's Edge 529 certificate to share your gift of 529 for an upcoming graduation.

This Scholar's Edge 529 certificate can announce your gift of 529 for any holiday.

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

Complete this form if you are a financial professional helping a client establish 529 as an employer benefit.

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.

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).

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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