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Scholars Choice Incoming Rollover Form
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.)
- Jun-09-2019
- Account Maintenance Form
- public
Scholars Choice Withdrawal Request Form
Use to request a full or partial qualified withdrawal, non-qualified withdrawal or indirect rollover from a Scholars Choice 529 account.
- Aug-01-2019
- Account Maintenance Form
- public
Scholars Choice Corporate Authorization Agreement
Use to establish a corporate plan with the Scholars Choice Employer Program.
- Jun-09-2019
- Account Maintenance Form
- public
Scholars Choice Accumulation Privilege/Letter of Intent Form
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.
- Jun-09-2019
- Account Maintenance Form
- public
Scholars Choice Enrollment Form
Use to open a new Scholars Choice 529 Account.
- Jun-09-2019
- New Account Application
- public
Scholars Choice Payroll Direct Deposit Form
Use to start, change, or stop payroll direct deposit instructions on an existing Scholars Choice 529 Account.
- Jun-09-2019
- Account Maintenance Form
- public
Scholars Choice Change of Investment Form
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.
- Jun-09-2019
- Account Maintenance Form
- 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
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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.
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