SCHOLARS CHOICE FORMS AND APPLICATIONS


Find and download the appropriate form(s) you need to open a new Scholars Choice® account — the 529 Plan with the Legg Mason difference. 

 

 

Making Paperwork Work

 

Nobody enjoys filling in forms, however certain information is required to open and maintain your account. We’ve done our best to make them as easy to understand as possible. Please work with your financial professional to complete the forms.

Note that these PDF forms can be filled out directly on your computer. 

 

Title Description
Program Disclosure Statement - Scholars Choice Scholars Choice College Savings Program program disclosure statement and participation agreement.
Scholars Choice New Account Application Scholars Choice New Account Application.
Scholars Choice Account Maintenance Form Scholars Choice Account Maintenance Form
Scholars Choice Accumulation Privilege-Letter of Intent Form Scholars Choice Accumulation Privilege-Letter of Intent Form.
Scholars Choice Rollover into College Savings Program Form Scholars Choice Rollover into College Savings Program Form
Corporate Authorization Agreement - Scholars Choice Scholars Choice Corporate Authorization Agreement
Scholars Choice Investment-Related Account Changes Form Scholars Choice Investment-Related Account Changes Form (Beneficiary Changes, Account Owner Changes, Investment Option Changes)
Scholars Choice Rollover into College Savings Program Form Scholars Choice Rollover into College Savings Program Form
Scholars Choice Corporate Plan Employee Direct Deposit Form (BNY Firms) Scholars Choice Corporate Plan Employee Direct Deposit.
Scholars Choice Accumulation Privilege-Letter of Intent Form Scholars Choice Accumulation Privilege-Letter of Intent Form.
Scholars Choice Contribution by Mail Coupon Scholars Choice Contribution by Mail Coupon.
Scholars Choice Change of Dealer Form Scholars Choice Change Dealer.
Scholars Choice Withdrawal Form Scholars Choice Withdrawal Form.

 

 

All investments involve risk, including loss of principal. Past performance is no guarantee of future results.

IMPORTANT INFORMATION: An investor should consider the Program's investment objectives, risks, charges and expenses before investing. The Program Disclosure Statement, which contains more information, should be read carefully before investing. If an investor and/or an investor's beneficiary are not Colorado taxpayers, they should consider before investing whether their home states offer 529 plans that provide state tax and other benefits benefits such as financial aid, scholarship funds, and protection from creditors that are only available to state taxpayers investing in such plans.

Investments in the Scholars Choice College Savings Program are not insured by the FDIC or any other government agency and are not deposits or other obligations of any depository institution.  Investments are not guaranteed by the State of Colorado, CollegeInvest, QS Investors, LLC, Legg Mason Investor Services, LLC, or Legg Mason, Inc., or its affiliates and are subject to risks, including loss of principal amount invested.

Legg Mason, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice to taxpayers. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties or complying with any applicable tax laws or regulations. Tax-related statements, if any, may have been written in connection with the “promotion or marketing” of the transaction(s) or matter(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

Scholars Choice® is a registered service mark of CollegeInvest. CollegeInvest and the CollegeInvest logo are registered trademarks.  Administered and issued by CollegeInvest, State of Colorado. QS Investors, LLC is the Investment Manager and Legg Mason Investor Services, LLC is the primary distributor of interests in the Program; together they serve as Manager of the Program.  QS Investors, LLC, ClearBridge Investments, LLC, Brandywine Global Investment Management, LLC, Western Asset Management Company, and Legg Mason Investor Services, LLC are Legg Mason, Inc. affiliates. Thornburg Investment Management, Inc. and Templeton Global Advisors Limited are not affiliated with Legg Mason, Inc.

Audited financial statements for the Scholars Choice® College Savings Program, including balance sheets, income statements, cash flow statements, and the Management's Discussion and Analysis (MDA), may be viewed at https://www.collegeinvest.org/about-us/financial-statements or a hard copy may be obtained by calling Scholars Choice at 1-888-572-4652.