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Scholars Choice Incoming Rollover Form

Use to initiate a rollover from another 529 Plan or a Coverdell Education Savings Account (“ESA”) to an existing Scholars Choice 529 Account. (If a Scholars Choice 529 Account has not been established, the Enrollment Form must be completed and enclosed with the Incoming Rollover Form.)

  • Jun-09-2019
  • Account Maintenance Form
  • public

Scholars Choice Corporate Authorization Agreement

Use to establish a corporate plan with the Scholars Choice Employer Program.

  • Jun-09-2019
  • Account Maintenance Form
  • public

Scholars Choice Withdrawal Request Form

Use to request a full or partial qualified withdrawal, non-qualified withdrawal or indirect rollover from a Scholars Choice 529 account.

  • Aug-01-2019
  • Account Maintenance Form
  • public

Scholars Choice Accumulation Privilege/Letter of Intent Form

Use to link Scholars Choice 529 Accounts for purposes of Accumulation Privilege or to establish a Letter of Intent with respect to Class A Units.

  • Jun-09-2019
  • Account Maintenance Form
  • public

Scholars Choice Enrollment Form

Use to open a new Scholars Choice 529 Account.

  • Jun-09-2019
  • New Account Application
  • public

Scholars Choice Payroll Direct Deposit Form

Use to start, change, or stop payroll direct deposit instructions on an existing Scholars Choice 529 Account.

  • Jun-09-2019
  • Account Maintenance Form
  • public

Scholars Choice Change of Investment Form

Use to request one of the twice per calendar year Investment Option changes or to change the future contribution allocations on a Scholars Choice 529 Account.

  • Jun-09-2019
  • Account Maintenance Form
  • public

Scholars Choice Additional Contribution Form

Use to make additional contributions to a Scholars Choice 529 Account.

  • Jan-03-2020
  • Account Maintenance Form
  • public

Scholars Choice Program Disclosure Statement and Participation Agreement

Scholars Choice College Savings Program program disclosure statement and participation agreement.

  • Aug-23-2019
  • Prospectus
  • public
  • PUB ID: SCHX01137

Scholars Choice Product Overview Brochure

A brochure outlining the benefits of investing early in Scholars Choice 529 College Savings Program. Includes Investment Choices based on fund portfolios.

  • Aug-20-2020
  • Brochure
  • public
  • PUB ID: SCH50NBP

IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product's web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

Carefully consider a fund's investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.

FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call the Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information.