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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.

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.

Use only if an organization is acting as Agent for a Scholars Choice 529 Account.

Use to designate an individual, corporation, or other entity as an Agent with limited or complete authority to act on a Scholars Choice 529 Account.