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Professional summary, including details on experience and education.

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.)

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

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

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.

Use to open a new Scholars Choice 529 Account.

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

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.

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.

Differentiates between myths and facts of financial aid and who is eligible. Explains the options of saving for college and the benefits of investing in a 529 plan.