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Scholars Choice State Tax Map

A guide to understanding 529 state tax deductions.

  • Feb-13-2019
  • Brochure
  • public

Year End Gifting - 529

A brochure describing how to contribute to a 529 College Savings Plan by taking advantage of Gift Tax Exclusions.

  • Dec-11-2018
  • Brochure
  • public
  • PUB ID: SCHX016034

Investor Guide - Scholars Choice Enrollment Brochure

A guide to the strategies and wide variety of investment options of Scholars Choice College Savings (529) accounts. Includes answers to frequently-asked questions and future college cost projections.

  • Jun-28-2018
  • Investor Guide
  • public
  • PUB ID: SCH30NBP

Scholars Choice Enrollment Kit - Merrill Lynch

Contains Enrollment Brochure, New Account Application, Rollover Form, ROA Form and PDS. IMPORTANT: The New Account Application in this kit is not required if the account is being established on the Merrill Lynch omnibus platform.

  • Aug-24-2018
  • Kit
  • public
  • PUB ID: SCH0055

Scholars Choice Enrollment Kit

Provides informative strategy and performance documentation, application forms and regulatory information on the fund.

  • Aug-24-2018
  • Kit
  • public
  • PUB ID: SCH8001T

Scholars Choice 529 Corporate Employer Sponsored Letter

A Legg Mason 529 Corporate Employer Letter, to help financial advisors prospect with firms on setting Legg Mason's 529, Scholars Choice as a Employer Sponsored 529 plan.

  • Dec-28-2018
  • Investment Idea
  • public

Update on Colorado State Tax for K-12

Update summarizing the latest information regarding withdrawals for k-12 expenses in the state of Colorado.

  • Oct-31-2018
  • Letters & Notices
  • public

Scholars Choice Best Wishes Gift Certificate

Present this "Best Wishes" gift certificate reflecting a contribution made on the recipient's behalf to a Scholars Choice Account.

  • Dec-07-2018
  • Investment Idea
  • public

Scholars Choice Account Features Form

Use to add, change, or delete Recurring Contributions, Bank Information, Systematic Withdrawal Program (SWP), Dollar Cost Averaging and Systematic Rebalance to a Scholars Choice 529 Account.

  • Jun-10-2019
  • 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

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.