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 Plan Description and Participation Agreement

Scholar’s Edge Plan Description and Participation Agreement

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

Download
Scholar's Edge 529 Birthday Certificate

Scholar's Edge 529 Birthday Certificate

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

Download
Scholar's Edge 529 New Baby Certificate

Scholar's Edge 529 New Baby Certificate

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

Download
Scholar's Edge 529 Graduation Certificate

Scholar's Edge 529 Graduation Certificate

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

Download
Scholar's Edge 529 Holiday Certificate

Scholar's Edge 529 Holiday Certificate

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

Download
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.

Download
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.

Download
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.

Download

Frequently asked questions

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

Learn more

Contribution Options

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

See options