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Scholars Choice Additional Contribution Form

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

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

Scholars Choice Enrollment Kit

Provides informative strategy and performance documentation, application forms and regulatory information on the fund.

  • Aug-23-2019
  • Kit
  • public
  • PUB ID: SCH8001T

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

Product Commentary - Scholars Choice 529

Investment manager commentary that features an overview of performance, activity and perspective on the market environment.

  • Jan-30-2020
  • Product Commentary
  • public
  • PUB ID: SCHX107134

How to Pay for College Brochure

This brochure outlines the various methods to fund college such as scholarships, grants, federal work-study programs, student loans, and savings plans such as 529s. Includes metrics and application information.

  • Jan-28-2020
  • Brochure
  • public
  • PUB ID: SCHX377075

Biography- Stephen Jobe

Professional summary, including details on experience and education.

  • Feb-04-2020
  • Biography
  • public

Education Savings Vehicle Comparison Chart

A brochure that compares different education savings vehicles .

  • Nov-27-2019
  • Brochure
  • public
  • PUB ID: SCH2018

Quarterly Performance Summary - Scholars Choice

Detailed product information, including key portfolio and performance statistics.

  • Jan-21-2020
  • Performance Summary
  • public
  • PUB ID: SCH0062

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.