Literature Results Page

Filter by Material Type:
Advanced Filters:
Topics 


Results Loading...

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 New Account Application

Scholars Choice New Account Application.

  • Aug-14-2018
  • New Account Application
  • public
  • PUB ID: FOR5926

Corporate Authorization Agreement - Scholars Choice

Scholars Choice Corporate Authorization Agreement

  • Apr-03-2018
  • Account Maintenance Form
  • public
  • PUB ID: FOR6522

Scholars Choice Rollover into College Savings Program Form

Scholars Choice Rollover into College Savings Program Form

  • Dec-21-2017
  • Account Maintenance Form
  • public
  • PUB ID: FOR5927

Scholars Choice Change of Dealer Form

Scholars Choice Change Dealer.

  • Mar-23-2018
  • Account Maintenance Form
  • public
  • PUB ID: SCHX011742

Scholars Choice Account Maintenance Form

Scholars Choice Account Maintenance Form

  • Feb-16-2018
  • Account Maintenance Form
  • public
  • PUB ID: FOR6914

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.