Literature Results Page

Present this "Best Wishes" gift certificate reflecting a contribution made on the recipient's behalf to a Scholars Choice Account.

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 request a full or partial qualified withdrawal, non-qualified withdrawal or indirect rollover from a Scholars Choice 529 account.

Use to start, change, or stop payroll direct deposit instructions on an existing Scholars Choice 529 Account.

Use to open a new 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.

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

Use only if an organization is acting as Agent for a 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 change name, address, phone number, email address, Successor Account Owner, Beneficiary Information, or Interested Party Information on a Scholars Choice 529 Account.