Forms, presentations, and more

Use this form to open a new Scholar's Edge 529 account.

Complete this form to initiate a direct rollover from another 529 college savings plan (529 plan) or an Education Savings Account ("ESA") to an existing account in Scholar's Edge.

Complete this form to initiate a direct rollover of assets from your Scholar’s Edge Account to an existing Roth IRA account established for the benefit of the Beneficiary.

Use this form to open a Scholar's Edge 529 account for a trust account, business entity, scholarship, non-profit or government entity.

Use this form to start, change, or stop payroll direct deposit instructions on your existing Scholar's Edge account(s).

Use this form if you are transferring all or part of the balance in the account to a different Beneficiary.

Use this form to request one of your twice per calendar year investment option changes or to change your future contribution allocations.

Use this form to add, change, or delete recurring contributions, bank information, and Systematic Withdrawal Program (SWP) to your Scholar's Edge account.

Use this form to request a full or partial qualified withdrawal, non-qualified withdrawal or indirect rollover from your Scholar's Edge account.

Use this form if you are transferring to a different account owner or beneficiary.

Use this form to change: your name, address, phone number, email address, successor account owner, beneficiary information, interested party information or trusted contact person information.

Use this form to authorize the change of the broker/dealer or Registered Investment Advisor (RIA) listed on your Scholar's Edge account.