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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

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.