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.

illustrated infographic financial professionals can help save for college

How a financial professional can help save for college

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.

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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.

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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.

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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.

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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.

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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.

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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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Employer Group Form thumbnail image

Employer Group Form

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

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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 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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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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