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Scholars Choice Agent Authorization/Power of Attorney Form

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.

  • Aug-23-2019
  • Account Maintenance Form
  • public
  • PUB ID: SCHX527741

Scholars Choice Profile Change Form

Use to change name, address, phone number, email address, Successor Account Owner, Beneficiary Information, or Interested Party Information on a Scholars Choice 529 Account.

  • Aug-23-2019
  • Account Maintenance Form
  • public
  • PUB ID: SCHX527735

Scholars Choice Broker/Dealer Change Form

Use to authorize the change of the Broker/Dealer or Registered Investment Advisor (RIA) listed on a Scholars Choice 529 Account.

  • Aug-23-2019
  • Account Maintenance Form
  • public
  • PUB ID: SCHX011742

Scholars Choice Transfer Form

Use to transfer a Scholars Choice 529 Account to a different Account Owner or Beneficiary.

  • Aug-23-2019
  • Account Maintenance Form
  • public
  • PUB ID: SCHX527744

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-12-2019
  • Investment Idea
  • public

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-27-2019
  • Investment Idea
  • 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-04-2019
  • Brochure
  • public
  • PUB ID: SCHX016034

Calendar - Scholars Choice - 2020

Annual Scholars Choice calendar. A great addition to any office!

  • Nov-26-2019
  • Brochure
  • public
  • PUB ID: SCHX013757

Scholars Choice Additional Contribution Form

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

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

Biography- Stephen Jobe

Professional summary, including details on experience and education.

  • Feb-04-2020
  • Biography
  • public

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