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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.

  • Oct-01-2020
  • Investment Idea
  • public

Scholars Choice State Tax Map

A guide to understanding 529 state tax deductions.

  • Sep-11-2020
  • Brochure
  • public
  • PUB ID: SCHX010070

How to Pay for College client seminar

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.

  • Oct-08-2020
  • Presentation
  • 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.

  • Aug-23-2019
  • Account Maintenance Form
  • public
  • PUB ID: FOR6914

Scholars Choice Organization Resolution Form

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

  • Aug-23-2019
  • Account Maintenance Form
  • public
  • PUB ID: SCHX527738

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 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 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

Advisor Guide - Scholars Choice

Advisor guide to Legg Mason's Scholars Choice 529 College Savings Plan with a breakdown of strategies, fees and expenses.

  • Aug-04-2020
  • Investment Idea
  • advisor
  • PUB ID: SCH5005

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.